Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISGLX (Columbia Integrated Small Cap Growth Fund Advisor Class) | NA | 39.54% | -10.05% | -0.05% | -2.58% | 2.02% | NA | … | … |
Data as of 11/25/2024, Common starting date is 02/11/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISGLX (Columbia Integrated Small Cap Growth Fund Advisor Class) | 02/11/2008 | 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 (%) | 5.87 | 39.54 | -10.05 | -0.05 | -2.58 | 2.02 | NA | … | … | 26.56 | 17.89 | -40.63 | -5.80 | 19.99 | 21.71 | -22.16 | 8.12 | 8.36 | -15.42 | -17.32 | 25.41 | 4.49 | -9.35 | 35.91 | 47.08 | -34.61 |
| Sharpe Ratio | NA | 1.58 | -0.51 | -0.08 | -0.15 | NA | NA | … | … | 1.10 | 0.70 | -1.13 | -0.21 | 0.49 | 1.16 | -0.90 | 0.45 | 0.38 | -0.77 | -0.62 | 1.24 | 0.22 | -0.26 | 1.43 | 1.66 | -0.96 |
| Standard Deviation(%) | NA | 20.56 | 29.11 | 30.27 | 26.83 | NA | NA | … | … | 20.71 | 19.57 | 37.38 | 28.24 | 40.01 | 17.46 | 26.16 | 16.87 | 21.18 | 20.03 | 27.86 | 20.51 | 20.00 | 35.78 | 25.10 | 28.25 | 40.13 |
| Draw Down(%) | NA | 9.50 | 54.52 | 56.71 | 56.71 | NA | NA | … | … | 9.50 | 18.25 | 43.43 | 28.19 | 40.82 | 10.47 | 39.99 | 12.13 | 21.75 | 26.92 | 27.28 | 15.18 | 16.69 | 33.38 | 20.62 | 20.00 | 51.37 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/25/2024, Common starting date is 02/11/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISGLX (Columbia Integrated Small Cap Growth Fund Advisor Class) |
-16.52%
Apr 2021 – Apr 2024 |
-10.60%
Sep 2018 – Sep 2023 |
-7.26%
Oct 2013 – Oct 2023 |
-1.48%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISGLX (Columbia Integrated Small Cap Growth Fund Advisor Class) |
32.47%
Feb 2009 – Feb 2012 |
23.54%
Feb 2009 – Feb 2014 |
7.80%
Nov 2008 – Nov 2018 |
3.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart