Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ILVBX (Columbia Integrated Large Cap Value Fund Class A) | 0.16% | 21.31% | 16.35% | 9.61% | 8.28% | NA | NA | … | … |
Data as of 03/13/2026, Common starting date is 05/27/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ILVBX (Columbia Integrated Large Cap Value Fund Class A) | 05/27/2014 | 03/13/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.75 | 21.31 | 16.35 | 9.61 | 8.28 | NA | NA | … | … | 0.16 | 16.77 | 14.55 | 13.84 | -7.53 | 27.94 | 3.91 | 19.78 | -19.90 | 9.95 | 10.34 | -12.80 | -1.99 |
| Sharpe Ratio | NA | 1.17 | 0.98 | 0.49 | 0.37 | NA | NA | … | … | -0.15 | 0.87 | 0.99 | 0.79 | -0.44 | 1.99 | 0.10 | 1.56 | -1.15 | 0.78 | 0.70 | -0.67 | -0.18 |
| Standard Deviation(%) | NA | 15.86 | 13.27 | 15.02 | 18.05 | NA | NA | … | … | 11.43 | 16.08 | 11.10 | 13.04 | 20.44 | 14.02 | 36.27 | 11.76 | 18.56 | 12.01 | 14.47 | 19.25 | 18.81 |
| Draw Down(%) | NA | 11.77 | 16.56 | 17.69 | 43.42 | NA | NA | … | … | 4.89 | 15.47 | 7.17 | 11.02 | 17.69 | 6.54 | 37.46 | 8.86 | 28.96 | 9.01 | 11.53 | 17.91 | 13.39 |
| Yield(%) | 32.80 | 66.96 | 35.16 | 21.23 | 14.59 | 8.17 | 6.13 | … | … | 33.22 | 38.96 | 39.53 | 11.77 | 16.01 | 17.58 | 1.43 | 1.88 | 1.56 | 1.13 | 1.61 | 0.85 | 0.38 |
Data as of 03/13/2026, Common starting date is 05/27/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILVBX (Columbia Integrated Large Cap Value Fund Class A) |
-9.79%
Mar 2017 – Mar 2020 |
-6.20%
Mar 2015 – Mar 2020 |
3.70%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILVBX (Columbia Integrated Large Cap Value Fund Class A) |
19.85%
Mar 2020 – Mar 2023 |
17.07%
Mar 2020 – Mar 2025 |
9.34%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart