Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IUTBX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS B) | NA | 8.00% | 5.89% | 9.93% | 5.75% | 7.96% | 6.08% | … | … |
Data as of 08/04/2017, Common starting date is 03/28/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUTBX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS B) | 03/28/1995 | 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 (%) | 0.51 | 8.00 | 5.89 | 9.93 | 5.75 | 7.96 | 6.08 | … | … | 5.90 | 12.55 | -3.29 | 8.88 | 24.77 | 12.32 | 5.91 | 15.75 | 27.90 | -36.55 | 4.69 | 22.50 | 6.51 | 11.57 | 15.66 | -22.12 | -23.52 | 16.06 | 7.93 | 21.83 | 28.17 | 13.68 | 21.77 |
| Sharpe Ratio | NA | 0.98 | 0.47 | 0.87 | 0.29 | NA | NA | … | … | 1.48 | 1.04 | -0.22 | 0.90 | 2.37 | 1.12 | 0.28 | 0.92 | 1.05 | -0.96 | 0.11 | 2.19 | 0.47 | 1.11 | 1.17 | -1.05 | -1.43 | 0.69 | 0.28 | 1.49 | 2.39 | 1.13 | 4.24 |
| Standard Deviation(%) | NA | 7.76 | 12.05 | 11.23 | 19.49 | NA | NA | … | … | 6.53 | 11.87 | 14.85 | 9.85 | 10.45 | 11.07 | 20.98 | 17.09 | 26.42 | 38.88 | 14.99 | 8.84 | 9.19 | 9.59 | 12.76 | 22.19 | 18.39 | 17.26 | 16.52 | 12.40 | 10.25 | 8.96 | 6.07 |
| Draw Down(%) | NA | 5.18 | 14.02 | 14.02 | 55.99 | NA | NA | … | … | 2.73 | 7.75 | 14.02 | 7.46 | 5.86 | 8.79 | 17.39 | 14.44 | 27.83 | 47.20 | 9.48 | 6.84 | 6.34 | 8.47 | 14.08 | 34.12 | 27.32 | 9.41 | 8.98 | 9.77 | 6.64 | 6.58 | 2.21 |
| Yield(%) | 0.00 | 3.18 | 7.28 | 7.55 | 4.72 | 5.97 | 5.31 | … | … | 1.42 | 3.46 | 4.64 | 15.47 | 7.40 | 3.54 | 2.91 | 3.04 | 4.24 | 2.50 | 2.01 | 2.11 | 2.40 | 1.27 | 2.62 | 1.59 | 4.02 | 5.43 | 9.11 | 8.89 | 16.01 | 5.67 | 4.37 |
Data as of 08/04/2017, Common starting date is 03/28/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUTBX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS B) |
-14.27%
Feb 2006 – Feb 2009 |
-5.13%
Feb 2004 – Feb 2009 |
-3.46%
Feb 1999 – Feb 2009 |
2.54%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUTBX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS B) |
27.57%
Feb 2009 – Feb 2012 |
22.25%
Feb 2009 – Feb 2014 |
8.77%
Jun 2004 – Jun 2014 |
7.67%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart