Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDEBX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS B) | NA | 12.31% | 6.27% | 11.36% | 4.24% | 9.23% | 6.52% | … | … |
Data as of 08/04/2017, Common starting date is 03/29/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDEBX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS B) | 03/29/1995 | 08/04/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.00 | 12.31 | 6.27 | 11.36 | 4.24 | 9.23 | 6.52 | … | … | 3.79 | 13.81 | -3.04 | 10.61 | 29.79 | 13.97 | -6.08 | 15.27 | 25.97 | -40.79 | 6.97 | 18.80 | 12.47 | 16.89 | 40.86 | -19.05 | 1.84 | -2.52 | 8.38 | 10.96 | 19.31 | 17.90 | 18.84 |
| Sharpe Ratio | NA | 1.26 | 0.44 | 0.88 | 0.19 | NA | NA | … | … | 0.67 | 0.95 | -0.19 | 0.90 | 2.58 | 1.13 | -0.25 | 0.79 | 0.87 | -0.99 | 0.24 | 1.34 | 0.91 | 1.33 | 2.35 | -0.82 | -0.03 | -0.35 | 0.33 | 0.47 | 1.85 | 1.77 | 3.91 |
| Standard Deviation(%) | NA | 9.46 | 13.83 | 12.86 | 21.73 | NA | NA | … | … | 8.88 | 14.40 | 15.90 | 11.79 | 11.55 | 12.40 | 24.77 | 19.19 | 29.68 | 41.94 | 16.34 | 11.67 | 11.28 | 12.01 | 17.11 | 24.53 | 18.54 | 18.76 | 15.61 | 16.22 | 8.48 | 8.05 | 5.57 |
| Draw Down(%) | NA | 3.81 | 17.50 | 17.50 | 59.39 | NA | NA | … | … | 3.81 | 12.20 | 13.03 | 8.75 | 5.75 | 10.17 | 24.04 | 16.67 | 29.69 | 52.10 | 11.01 | 11.16 | 8.29 | 8.21 | 16.67 | 36.18 | 20.87 | 15.00 | 15.43 | 18.35 | 6.64 | 4.42 | 1.77 |
| Yield(%) | 0.00 | 2.35 | 6.92 | 6.19 | 3.72 | 7.30 | 5.28 | … | … | 0.13 | 2.70 | 11.00 | 8.47 | 0.68 | 1.33 | 0.54 | 0.37 | 1.13 | 3.62 | 10.12 | 10.18 | 5.32 | 0.49 | 0.87 | 0.68 | 6.19 | 0.96 | 9.55 | 11.24 | 14.30 | 9.73 | 2.96 |
Data as of 08/04/2017, Common starting date is 03/29/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDEBX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS B) |
-17.42%
Feb 2006 – Feb 2009 |
-5.39%
Feb 2004 – Feb 2009 |
-0.22%
Feb 1999 – Feb 2009 |
4.88%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDEBX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS B) |
28.85%
Mar 2003 – Mar 2006 |
21.87%
Sep 2002 – Sep 2007 |
10.41%
Apr 1996 – Apr 2006 |
8.80%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart