Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EENAX (COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND CLASS A) | NA | -14.75% | -7.11% | -2.71% | -1.39% | NA | NA | … | … |
Data as of 08/07/2020, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EENAX (COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND CLASS A) | 10/03/2007 | 08/07/2020 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.38 | -14.75 | -7.11 | -2.71 | -1.39 | NA | NA | … | … | -23.74 | 14.43 | -19.13 | 12.48 | 24.10 | -20.86 | -11.68 | 14.38 | 1.16 | -11.18 | 17.01 | 40.37 | -43.92 | 7.62 |
| Sharpe Ratio | NA | -0.34 | -0.28 | -0.13 | -0.07 | NA | NA | … | … | -0.65 | 0.80 | -1.04 | 1.13 | 1.11 | -0.99 | -0.72 | 0.97 | 0.06 | -0.34 | 0.66 | 1.09 | -0.77 | 1.14 |
| Standard Deviation(%) | NA | 45.10 | 29.47 | 26.22 | 23.93 | NA | NA | … | … | 56.64 | 16.24 | 19.59 | 10.56 | 21.60 | 21.17 | 16.30 | 14.73 | 19.86 | 33.13 | 25.69 | 37.01 | 58.18 | 29.22 |
| Draw Down(%) | NA | 51.71 | 58.55 | 58.55 | 61.60 | NA | NA | … | … | 51.71 | 16.57 | 28.94 | 7.79 | 14.41 | 26.48 | 27.55 | 9.41 | 22.51 | 34.04 | 21.06 | 21.37 | 62.80 | 9.36 |
| Yield(%) | 0.00 | 2.86 | 2.11 | 1.68 | 2.02 | 1.97 | 1.48 | … | … | 0.00 | 2.91 | 1.61 | 1.86 | 1.84 | 0.00 | 6.41 | 2.19 | 0.52 | 1.81 | 0.00 | 0.09 | 1.54 | 14.15 |
Data as of 08/07/2020, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EENAX (COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND CLASS A) |
-13.93%
Mar 2017 – Mar 2020 |
-8.86%
Feb 2011 – Feb 2016 |
-4.27%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EENAX (COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND CLASS A) |
19.77%
Feb 2009 – Feb 2012 |
12.76%
Feb 2009 – Feb 2014 |
4.87%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart