Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEGAX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS A) | 9.79% | 28.20% | 24.32% | 14.10% | 15.53% | 14.43% | 11.85% | … | … |
Data as of 06/03/2026, Common starting date is 12/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEGAX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS A) | 12/30/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.41 | 28.20 | 24.32 | 14.10 | 15.53 | 14.43 | 11.85 | … | … | 9.79 | 16.14 | 31.57 | 43.59 | -32.18 | 29.09 | 18.65 | 35.85 | -4.13 | 27.64 | 0.84 | 9.09 | 13.89 | 30.21 | 20.15 | -3.03 | 17.16 | 33.61 | -40.62 | 15.18 | 10.12 | 5.00 | 7.30 | 22.19 | -27.01 | -18.80 | -13.44 | 18.84 | 0.30 |
| Sharpe Ratio | NA | 1.81 | 1.15 | 0.53 | 0.65 | NA | NA | … | … | 1.42 | 0.57 | 1.59 | 2.47 | -1.10 | 1.67 | 0.50 | 2.26 | -0.26 | 3.15 | 0.04 | 0.55 | 1.00 | 2.43 | 1.41 | -0.12 | 0.89 | 1.32 | -1.08 | 0.75 | 0.56 | 0.25 | 0.47 | 1.22 | -1.07 | -0.99 | -0.68 | 0.70 | NA |
| Standard Deviation(%) | NA | 15.37 | 19.16 | 21.61 | 21.61 | NA | NA | … | … | 17.39 | 23.31 | 17.54 | 16.34 | 30.78 | 17.40 | 36.54 | 15.24 | 20.95 | 8.61 | 15.05 | 16.52 | 13.93 | 12.42 | 14.35 | 25.36 | 19.09 | 25.33 | 38.32 | 16.12 | 11.98 | 10.85 | 13.33 | 17.58 | 26.24 | 21.88 | 25.83 | 22.23 | 0.00 |
| Draw Down(%) | NA | 15.33 | 23.73 | 35.77 | 35.77 | NA | NA | … | … | 13.76 | 23.54 | 13.04 | 9.64 | 34.99 | 8.45 | 30.29 | 8.77 | 23.33 | 3.27 | 16.01 | 14.57 | 8.88 | 6.63 | 10.52 | 21.05 | 15.21 | 21.68 | 49.60 | 10.18 | 10.83 | 7.37 | 13.19 | 12.25 | 35.13 | 34.27 | 27.41 | 11.33 | 0.00 |
| Yield(%) | 0.00 | 9.95 | 8.72 | 6.74 | 8.83 | 10.58 | 9.55 | … | … | 0.00 | 9.91 | 7.22 | 6.10 | 0.00 | 10.58 | 0.14 | 10.49 | 8.35 | 7.55 | 1.64 | 10.39 | 12.39 | 6.16 | 0.25 | 0.11 | 0.22 | 0.62 | 0.07 | 7.74 | 1.81 | 0.20 | 0.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 |
Data as of 06/03/2026, Common starting date is 12/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEGAX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS A) |
-22.87%
Mar 2000 – Mar 2003 |
-10.00%
Apr 2000 – Apr 2005 |
-5.71%
Feb 1999 – Feb 2009 |
1.84%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEGAX (COLUMBIA LARGE CAP GROWTH FUND COLUMBIA LARGE CAP GROWTH FUND CLASS A) |
29.95%
Sep 2022 – Sep 2025 |
22.64%
Feb 2009 – Feb 2014 |
17.44%
Dec 2011 – Dec 2021 |
15.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart