Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GEQAX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS V) | NA | 4.96% | 10.05% | 11.55% | 10.50% | 11.93% | 9.63% | … | … |
Data as of 12/08/2023, Common starting date is 06/11/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEQAX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS V) | 06/11/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 4.96 | 10.05 | 11.55 | 10.50 | 11.93 | 9.63 | … | … | 6.11 | -5.19 | 25.91 | 11.93 | 27.83 | -4.63 | 20.46 | 13.14 | 0.33 | 12.42 | 28.20 | 10.82 | 6.72 | 12.59 | 18.25 | -28.00 | 6.64 | 19.72 | 6.32 | 14.52 | 20.65 | -20.89 | 8.01 | 22.22 | 0.05 | 7.35 |
| Sharpe Ratio | NA | 0.06 | 0.57 | 0.52 | 0.60 | NA | NA | … | … | 0.20 | -0.35 | 2.18 | 0.35 | 2.39 | -0.40 | 3.28 | 1.15 | 0.02 | 1.18 | 2.75 | 1.01 | 0.33 | 0.78 | 0.77 | -0.83 | 0.26 | 1.89 | 0.44 | 1.36 | 1.24 | -0.89 | 0.32 | 1.04 | -0.14 | 0.43 |
| Standard Deviation(%) | NA | 11.65 | 14.55 | 19.40 | 16.01 | NA | NA | … | … | 11.37 | 18.80 | 11.88 | 33.24 | 11.06 | 14.92 | 6.08 | 11.28 | 14.79 | 10.54 | 10.24 | 10.77 | 20.16 | 15.98 | 23.59 | 34.73 | 14.30 | 8.72 | 9.33 | 9.98 | 16.06 | 24.74 | 18.17 | 17.36 | 21.98 | 24.12 |
| Draw Down(%) | NA | 9.31 | 17.12 | 32.79 | 32.79 | NA | NA | … | … | 9.31 | 17.12 | 4.94 | 32.79 | 5.46 | 16.05 | 2.38 | 7.16 | 11.52 | 7.29 | 4.89 | 7.64 | 15.73 | 13.73 | 25.57 | 39.65 | 8.10 | 6.11 | 5.76 | 6.46 | 18.94 | 34.00 | 23.73 | 9.90 | 20.06 | 21.53 |
| Yield(%) | 0.00 | 3.59 | 4.36 | 5.02 | 5.89 | 7.97 | 6.92 | … | … | 1.30 | 3.31 | 3.29 | 5.63 | 3.32 | 6.54 | 4.88 | 4.46 | 7.42 | 8.68 | 3.64 | 2.47 | 2.21 | 2.25 | 2.64 | 2.07 | 3.08 | 3.10 | 2.00 | 1.61 | 1.25 | 0.16 | 3.82 | 4.11 | 11.92 | 0.12 |
Data as of 12/08/2023, Common starting date is 06/11/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEQAX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS V) |
-9.87%
Feb 2006 – Feb 2009 |
-2.40%
Feb 2004 – Feb 2009 |
1.64%
Feb 1999 – Feb 2009 |
5.87%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEQAX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS V) |
22.22%
Feb 2009 – Feb 2012 |
19.79%
Feb 2009 – Feb 2014 |
14.86%
Feb 2009 – Feb 2019 |
12.04%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart