Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ILGFX (Columbia Integrated Large Cap Growth Fund Class Advisor Class) | NA | 38.24% | -3.65% | 5.06% | 2.90% | 5.96% | NA | … | … |
Data as of 11/25/2024, Common starting date is 02/01/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ILGFX (Columbia Integrated Large Cap Growth Fund Class Advisor Class) | 02/01/2008 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.47 | 38.24 | -3.65 | 5.06 | 2.90 | 5.96 | NA | … | … | 30.12 | 41.81 | -46.29 | 9.64 | 19.87 | 22.47 | -14.20 | 21.52 | 2.57 | -8.47 | -1.60 | 22.67 | 9.32 | -1.12 | 14.81 | 34.66 | -32.72 |
| Sharpe Ratio | NA | 1.87 | -0.31 | 0.10 | 0.06 | NA | NA | … | … | 1.55 | 2.42 | -1.23 | 0.51 | 0.55 | 1.48 | -0.65 | 2.13 | 0.16 | -0.37 | -0.08 | 1.46 | 0.61 | -0.05 | 0.77 | 1.43 | -0.90 |
| Standard Deviation(%) | NA | 16.74 | 27.06 | 27.05 | 23.55 | NA | NA | … | … | 17.29 | 15.66 | 38.76 | 18.88 | 35.35 | 14.28 | 23.82 | 9.85 | 14.70 | 22.79 | 21.36 | 15.50 | 15.29 | 25.21 | 19.03 | 24.22 | 40.03 |
| Draw Down(%) | NA | 12.22 | 53.59 | 54.01 | 54.01 | NA | NA | … | … | 12.22 | 9.11 | 47.59 | 16.42 | 31.24 | 8.25 | 31.87 | 6.54 | 10.72 | 17.95 | 18.16 | 9.72 | 11.03 | 21.36 | 17.93 | 19.64 | 47.14 |
| Yield(%) | 0.00 | 0.18 | 0.20 | 0.39 | 0.40 | 0.62 | 0.42 | … | … | 0.00 | 0.24 | 0.27 | 0.30 | 0.42 | 0.88 | 0.68 | 0.58 | 0.49 | 0.37 | 0.28 | 0.60 | 0.50 | 0.00 | 0.37 | 0.47 | 0.14 |
Data as of 11/25/2024, Common starting date is 02/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILGFX (Columbia Integrated Large Cap Growth Fund Class Advisor Class) |
-10.96%
Dec 2019 – Dec 2022 |
-5.80%
Dec 2017 – Dec 2022 |
-0.12%
Oct 2013 – Oct 2023 |
1.61%
Apr 2008 – Apr 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILGFX (Columbia Integrated Large Cap Growth Fund Class Advisor Class) |
24.04%
Feb 2009 – Feb 2012 |
18.65%
Feb 2009 – Feb 2014 |
9.73%
Nov 2008 – Nov 2018 |
7.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart