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
GAEGX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS T) NA 33.65% 7.46% 16.09% 13.37% 15.03% 10.23%
Data as of 12/08/2023, Common starting date is 03/20/1991
More Performance Analytics Comparison
Name Start Date End Date
GAEGX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS T) 03/20/1991 12/08/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991
Annualized Return (%) 0.49 33.65 7.46 16.09 13.37 15.03 10.23 39.59 -32.18 29.08 34.09 35.85 -4.11 27.67 0.81 9.10 13.85 30.15 20.08 -3.12 17.12 33.58 -40.67 15.19 10.03 4.98 7.21 22.02 -27.12 -18.96 -1.67 25.93 25.78 30.27 20.46 31.43 -0.60 4.24 6.11 15.32
Sharpe Ratio NA 1.72 0.25 0.60 0.61 NA NA 2.32 -1.09 1.67 0.97 2.26 -0.26 3.16 0.04 0.55 0.99 2.43 1.41 -0.12 0.89 1.32 -1.08 0.76 0.57 0.26 0.46 1.21 -1.08 -0.99 -0.26 1.22 0.97 1.53 1.42 3.23 -0.38 0.25 0.38 1.25
Standard Deviation(%) NA 17.09 22.52 24.57 20.40 NA NA 16.60 30.80 17.40 34.64 15.27 20.97 8.60 15.06 16.55 13.90 12.42 14.35 25.36 19.13 25.34 38.25 16.14 11.97 10.83 13.53 17.57 26.07 21.92 21.96 18.62 23.23 17.41 11.81 8.53 9.45 8.49 9.71 13.06
Draw Down(%) NA 9.63 35.78 35.78 35.78 NA NA 9.63 35.00 8.44 30.31 8.78 23.32 3.28 16.02 14.55 8.86 6.64 10.51 21.09 15.23 21.69 49.64 10.17 10.80 7.36 13.26 12.29 35.30 34.36 17.44 11.37 25.35 9.91 8.73 2.94 8.41 5.00 6.80 5.76
Yield(%) 0.00 0.00 3.58 8.61 9.23 14.35 9.07 0.00 0.00 10.70 15.19 10.59 8.43 7.61 1.65 10.46 12.42 6.14 0.19 0.00 0.16 0.57 0.00 7.79 1.81 0.15 0.10 0.00 0.00 0.00 11.96 6.65 8.67 19.62 7.65 0.82 1.22 1.24 1.20 1.72
Data as of 12/08/2023, Common starting date is 03/20/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GAEGX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS T) -19.63%
Mar 2000 – Mar 2003
-7.78%
Apr 2000 – Apr 2005
-4.03%
Feb 1999 – Feb 2009
2.65%
Aug 2000 – Aug 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GAEGX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS T) 32.98%
Dec 2018 – Dec 2021
26.91%
Mar 1995 – Mar 2000
18.87%
Dec 2011 – Dec 2021
14.97%
Nov 2008 – Nov 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return