Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVVRX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS R4) | NA | 20.33% | 5.51% | 11.24% | 8.68% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVVRX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS R4) | 11/12/2012 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.91 | 20.33 | 5.51 | 11.24 | 8.68 | NA | NA | … | … | 11.21 | 14.39 | -8.64 | 29.26 | 8.07 | 21.32 | -18.15 | 14.10 | 32.45 | -6.19 | 3.26 | 16.35 | 2.61 |
| Sharpe Ratio | NA | 0.62 | 0.01 | 0.30 | 0.30 | NA | NA | … | … | 0.27 | 0.49 | -0.40 | 1.36 | 0.16 | 1.12 | -1.12 | 1.00 | 1.66 | -0.38 | 0.23 | 0.83 | 1.21 |
| Standard Deviation(%) | NA | 20.84 | 22.32 | 28.92 | 23.77 | NA | NA | … | … | 20.16 | 20.97 | 25.24 | 21.56 | 47.56 | 17.71 | 17.48 | 13.55 | 19.40 | 16.25 | 14.30 | 19.73 | 17.92 |
| Draw Down(%) | NA | 9.98 | 21.22 | 44.22 | 48.20 | NA | NA | … | … | 9.98 | 16.21 | 21.03 | 12.14 | 44.21 | 15.03 | 27.58 | 6.85 | 13.41 | 14.21 | 12.84 | 15.76 | 4.09 |
| Yield(%) | 0.00 | 0.63 | 4.06 | 4.60 | 6.54 | 5.34 | 4.01 | … | … | 0.01 | 0.77 | 4.41 | 13.44 | 0.65 | 3.72 | 6.54 | 10.46 | 12.63 | 9.92 | 13.25 | 0.00 | 0.00 |
Data as of 11/25/2024, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVVRX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS R4) |
-10.48%
Mar 2017 – Mar 2020 |
-2.60%
Mar 2015 – Mar 2020 |
5.23%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVVRX (COLUMBIA SMALL CAP VALUE FUND I COLUMBIA SMALL CAP VALUE FUND I CLASS R4) |
26.58%
Mar 2020 – Mar 2023 |
15.00%
Feb 2016 – Feb 2021 |
8.54%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart