Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWPRX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS R4) | NA | -3.75% | 4.87% | 5.36% | NA | NA | NA | … | … |
Data as of 07/10/2020, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWPRX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS R4) | 11/12/2012 | 07/10/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.19 | -3.75 | 4.87 | 5.36 | NA | NA | NA | … | … | -13.54 | 28.25 | -10.38 | 27.87 | 5.64 | -3.45 | 6.17 | 23.57 | 3.24 |
| Sharpe Ratio | NA | -0.23 | 0.12 | 0.19 | NA | NA | NA | … | … | -0.56 | 2.30 | -0.77 | 4.14 | 0.38 | -0.16 | 0.54 | 2.20 | 2.44 |
| Standard Deviation(%) | NA | 32.58 | 21.50 | 20.22 | NA | NA | NA | … | … | 43.78 | 11.67 | 15.20 | 6.61 | 14.05 | 22.37 | 11.35 | 10.72 | 11.31 |
| Draw Down(%) | NA | 32.63 | 32.63 | 32.63 | NA | NA | NA | … | … | 32.63 | 6.80 | 20.86 | 1.93 | 12.50 | 13.75 | 8.61 | 6.99 | 3.01 |
| Yield(%) | 0.00 | 6.58 | 6.29 | 6.75 | 5.81 | 3.87 | 2.91 | … | … | 3.11 | 7.52 | 6.95 | 1.81 | 2.84 | 20.39 | 4.21 | 0.00 | 0.00 |
Data as of 07/10/2020, 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 |
|---|---|---|---|---|
| CWPRX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS R4) |
2.57%
Nov 2013 – Nov 2016 |
3.02%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWPRX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS R4) |
14.28%
Sep 2015 – Sep 2018 |
11.51%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart