Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INDZX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS A) | 13.10% | 30.73% | 20.14% | 8.36% | 10.76% | 10.24% | 8.04% | … | … |
Data as of 06/03/2026, Common starting date is 12/26/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INDZX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS A) | 12/26/1990 | 06/03/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 30.73 | 20.14 | 8.36 | 10.76 | 10.24 | 8.04 | … | … | 13.10 | 19.67 | 15.43 | 9.65 | -11.78 | 17.18 | 5.31 | 29.81 | -11.19 | 16.63 | 14.61 | -2.24 | 11.46 | 30.69 | 14.80 | -5.28 | 16.12 | 26.89 | -40.30 | 7.81 | 19.65 | 13.34 | 17.38 | 41.89 | -18.39 | 2.70 | -1.76 | 9.17 | 11.80 | 20.08 | 18.68 | 23.76 | -6.52 | 20.79 | 13.50 | 24.15 | 1.22 |
| Sharpe Ratio | NA | 2.68 | 1.35 | 0.39 | 0.51 | NA | NA | … | … | 2.71 | 1.04 | 1.12 | 0.49 | -0.63 | 1.17 | 0.13 | 2.36 | -0.81 | 2.11 | 1.00 | -0.14 | 0.97 | 2.67 | 1.20 | -0.21 | 0.83 | 0.90 | -0.98 | 0.28 | 1.40 | 0.99 | 1.37 | 2.42 | -0.80 | 0.01 | -0.32 | 0.37 | 0.51 | 1.92 | 1.83 | 3.55 | -1.39 | 3.09 | 2.29 | 2.71 | 335.23 |
| Standard Deviation(%) | NA | 10.80 | 12.98 | 15.21 | 17.88 | NA | NA | … | … | 12.29 | 16.14 | 10.51 | 12.40 | 21.04 | 14.69 | 37.60 | 12.02 | 15.66 | 7.60 | 14.42 | 15.85 | 11.77 | 11.48 | 12.41 | 24.84 | 19.26 | 29.63 | 42.02 | 16.43 | 11.64 | 11.18 | 11.97 | 17.05 | 24.50 | 18.63 | 18.77 | 15.57 | 16.20 | 8.49 | 8.12 | 5.57 | 6.90 | 6.01 | 4.77 | 7.44 | 0.51 |
| Draw Down(%) | NA | 7.15 | 15.74 | 19.78 | 38.51 | NA | NA | … | … | 7.15 | 15.68 | 6.35 | 9.82 | 18.21 | 8.00 | 38.51 | 6.77 | 21.06 | 3.71 | 12.17 | 12.87 | 8.73 | 5.74 | 10.10 | 23.81 | 16.54 | 29.73 | 51.81 | 10.86 | 11.09 | 8.24 | 8.28 | 16.48 | 35.84 | 21.01 | 15.00 | 15.19 | 18.19 | 6.46 | 4.25 | 1.77 | 10.24 | 2.81 | 2.73 | 3.28 | 0.00 |
| Yield(%) | 0.00 | 7.87 | 8.46 | 4.74 | 6.42 | 7.30 | 5.84 | … | … | 0.14 | 8.26 | 9.79 | 6.00 | 1.29 | 1.28 | 1.38 | 6.90 | 9.68 | 7.31 | 3.49 | 11.78 | 9.30 | 1.53 | 2.18 | 1.35 | 1.19 | 1.97 | 4.28 | 10.96 | 11.01 | 6.56 | 0.89 | 1.69 | 1.35 | 7.05 | 1.38 | 10.35 | 12.01 | 15.12 | 10.51 | 3.69 | 3.88 | 4.20 | 4.61 | 6.47 | 1.02 |
Data as of 06/03/2026, Common starting date is 12/26/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INDZX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS A) |
-16.81%
Feb 2006 – Feb 2009 |
-4.75%
Feb 2004 – Feb 2009 |
0.51%
Feb 1999 – Feb 2009 |
4.26%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INDZX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS A) |
29.64%
Mar 2003 – Mar 2006 |
22.73%
Sep 2002 – Sep 2007 |
14.36%
Feb 2009 – Feb 2019 |
12.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart