Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IUTIX (COLUMBIA U.S. TREASURY INDEX FUND COLUMBIA U.S. TREASURY INDEX FUND CLASS Z) | 1.71% | 2.24% | 0.70% | -2.29% | 0.76% | 1.35% | 2.32% | 3.99% |
Data as of 07/15/2025, AR inception is 06/26/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUTIX (COLUMBIA U.S. TREASURY INDEX FUND COLUMBIA U.S. TREASURY INDEX FUND CLASS Z) | 06/26/1991 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | 2.24 | 0.70 | -2.29 | 0.76 | 1.35 | 2.32 | 3.99 | 1.71 | 0.25 | 4.07 | -12.62 | -2.69 | 7.10 | 6.69 | 0.60 | 2.08 | 0.88 | 0.55 | 4.69 | -2.77 | 1.77 | 9.44 | 5.45 | -4.01 | 13.86 | 8.80 | 2.75 | 2.49 | 3.13 | 1.87 | 10.86 | 6.29 | 13.13 | -2.85 | 9.77 | 9.28 | 2.20 | 18.08 | -5.47 | 6.90 | 5.48 | 11.62 |
| Sharpe Ratio | NA | -0.15 | -0.40 | -0.74 | -0.12 | NA | NA | 0.44 | 0.17 | -1.21 | -0.03 | -1.94 | -0.64 | 1.08 | 1.23 | -0.23 | 0.48 | 0.17 | 0.13 | 1.69 | -0.93 | 0.51 | 1.89 | 1.09 | -0.64 | 1.80 | 1.35 | -0.15 | 0.09 | 0.44 | 0.20 | 1.32 | 0.65 | 2.05 | -1.26 | 1.33 | 1.36 | -0.25 | 2.98 | -1.48 | 0.95 | 0.72 | 5.74 |
| Standard Deviation(%) | NA | 5.06 | 6.25 | 5.82 | 5.13 | NA | NA | 5.02 | 5.03 | 5.25 | 7.12 | 7.27 | 4.23 | 6.36 | 4.29 | 3.12 | 3.05 | 3.93 | 4.16 | 2.76 | 3.02 | 3.40 | 4.98 | 4.92 | 6.36 | 7.14 | 4.31 | 3.52 | 3.73 | 5.03 | 5.82 | 7.40 | 6.20 | 4.41 | 4.84 | 4.84 | 4.22 | 5.21 | 4.78 | 5.68 | 5.08 | 4.29 | 3.54 |
| Draw Down(%) | NA | 4.93 | 9.01 | 19.86 | 19.86 | NA | NA | 19.86 | 2.79 | 4.43 | 7.32 | 15.19 | 4.48 | 5.08 | 2.65 | 2.87 | 1.92 | 5.89 | 3.39 | 1.20 | 4.39 | 2.50 | 2.86 | 4.13 | 6.53 | 4.52 | 2.37 | 2.69 | 2.97 | 5.38 | 6.67 | 3.93 | 5.40 | 2.94 | 4.73 | 3.46 | 2.54 | 4.82 | 2.39 | 7.43 | 4.99 | 3.22 | 0.86 |
| Yield(%) | 0.00 | 2.94 | 2.60 | 1.80 | 1.93 | 2.30 | 2.83 | 4.26 | 1.20 | 3.34 | 2.67 | 1.48 | 1.14 | 1.65 | 2.15 | 1.93 | 1.43 | 1.72 | 1.98 | 1.63 | 2.57 | 4.24 | 3.38 | 5.01 | 3.10 | 4.19 | 4.63 | 4.51 | 4.02 | 4.01 | 4.47 | 4.78 | 5.54 | 6.20 | 5.94 | 5.96 | 6.23 | 6.05 | 6.89 | 5.76 | 5.48 | 5.88 | 3.49 |
Data as of 07/15/2025, AR inception is 06/26/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUTIX (COLUMBIA U.S. TREASURY INDEX FUND COLUMBIA U.S. TREASURY INDEX FUND CLASS Z) |
-6.27%
Oct 2020 - Oct 2023 |
-2.14%
May 2020 - May 2025 |
0.12%
Oct 2012 - Oct 2022 |
1.27%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUTIX (COLUMBIA U.S. TREASURY INDEX FUND COLUMBIA U.S. TREASURY INDEX FUND CLASS Z) |
10.40%
May 2000 - May 2003 |
7.97%
Sep 1997 - Sep 2002 |
7.01%
Dec 1994 - Dec 2004 |
6.32%
Nov 1994 - Nov 2009 |
Annualized Rolling Returns Comparison Chart