Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CVRRX (COLUMBIA VALUE AND RESTRUCTURING FUND CLASS R4) NA -5.66% 1.85% NA NA NA NA
Data as of 06/27/2016, Common starting date is 11/09/2012
More Performance Analytics Comparison
Name Start Date End Date
CVRRX (COLUMBIA VALUE AND RESTRUCTURING FUND CLASS R4) 11/09/2012 06/27/2016
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2016 2015 2014 2013 2012
Annualized Return (%) -7.27 -5.66 1.85 NA NA NA NA -5.80 -12.14 -5.55 11.98 -8.33
Sharpe Ratio NA -0.86 -0.34 NA NA NA NA -0.67 -0.58 -0.25 0.55 -1.32
Standard Deviation(%) NA 23.88 25.61 NA NA NA NA 17.66 20.80 22.34 21.90 36.02
Draw Down(%) NA 25.41 36.68 NA NA NA NA 10.46 18.35 19.98 18.27 12.67
Yield(%) 0.00 13.60 10.26 6.51 3.25 2.17 1.63 0.17 14.88 17.68 0.00 0.00
Data as of 06/27/2016, Common starting date is 11/09/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CVRRX (COLUMBIA VALUE AND RESTRUCTURING FUND CLASS R4) 4.17%
Feb 2013 – Feb 2016
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CVRRX (COLUMBIA VALUE AND RESTRUCTURING FUND CLASS R4) 8.90%
Dec 2012 – Dec 2015
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return