Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBSBX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS B) | NA | 13.44% | 9.43% | 11.76% | 6.69% | NA | NA | … | … |
Data as of 08/04/2017, Common starting date is 12/03/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBSBX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS B) | 12/03/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 13.44 | 9.43 | 11.76 | 6.69 | NA | NA | … | … | 9.37 | 12.31 | -0.36 | 11.59 | 27.27 | 10.08 | 5.94 | 11.84 | 17.43 | -28.52 | 5.88 | 18.96 | 5.51 | 13.70 | 20.18 | -2.63 |
| Sharpe Ratio | NA | 1.81 | 0.78 | 1.05 | 0.37 | NA | NA | … | … | 2.61 | 1.07 | -0.03 | 1.10 | 2.67 | 0.94 | 0.29 | 0.74 | 0.74 | -0.85 | 0.20 | 1.81 | 0.36 | 1.28 | 1.21 | -1.90 |
| Standard Deviation(%) | NA | 7.19 | 11.84 | 11.14 | 18.03 | NA | NA | … | … | 6.05 | 11.30 | 14.76 | 10.52 | 10.22 | 10.81 | 20.20 | 15.97 | 23.57 | 34.72 | 14.37 | 8.70 | 9.39 | 9.95 | 16.15 | 16.16 |
| Draw Down(%) | NA | 4.67 | 11.73 | 11.73 | 48.38 | NA | NA | … | … | 2.48 | 7.19 | 11.73 | 7.39 | 4.95 | 7.61 | 15.88 | 13.88 | 25.63 | 40.09 | 8.15 | 6.16 | 5.88 | 6.59 | 18.98 | 3.67 |
| Yield(%) | 0.00 | 3.42 | 5.99 | 5.51 | 3.56 | 4.46 | 3.35 | … | … | 0.52 | 3.77 | 6.87 | 8.14 | 2.93 | 1.78 | 1.54 | 1.60 | 2.00 | 1.50 | 2.39 | 2.41 | 1.30 | 0.90 | 0.78 | 0.00 |
Data as of 08/04/2017, Common starting date is 12/03/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBSBX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS B) |
-10.49%
Feb 2006 – Feb 2009 |
-3.09%
Feb 2004 – Feb 2009 |
6.08%
Oct 2006 – Oct 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBSBX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS B) |
21.37%
Feb 2009 – Feb 2012 |
18.96%
Feb 2009 – Feb 2014 |
9.18%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart