Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/26/2013.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
LHYZX (Columbia High Yield Opportunity Z) | NA | 14.17% | 11.03% | 9.14% | 8.41% | NA | NA | 4.59% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
LHYZX (Columbia High Yield Opportunity Z) | 03/06/2001 | 04/26/2013 |
The return data shown below all have the same latest date: 04/26/2013.
AR inception is since 03/06/2001.
AR inception is since 03/06/2001.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.68 | 14.17 | 11.03 | 9.14 | 8.41 | NA | NA | 4.59 | 3.54 | 15.97 | 5.54 | 13.82 | 44.15 | -26.72 | 1.19 | 10.29 | 1.74 | 12.17 | 23.33 | -13.39 | -17.32 |
Sharpe Ratio | NA | 3.88 | 2.28 | 1.29 | 1.29 | NA | NA | 0.61 | 4.53 | 4.19 | 0.91 | 2.87 | 6.18 | -2.59 | -0.41 | 2.37 | -0.12 | 3.10 | 6.18 | -3.73 | -3.56 |
Standard Deviation(%) | NA | 3.64 | 4.82 | 6.97 | 5.65 | NA | NA | 5.55 | 2.55 | 3.83 | 6.07 | 4.78 | 7.13 | 10.62 | 4.54 | 2.97 | 3.63 | 3.62 | 3.66 | 3.88 | 6.47 |
Draw Down(%) | NA | 2.81 | 9.14 | 33.06 | 36.03 | NA | NA | 36.03 | 0.89 | 2.81 | 9.14 | 4.58 | 7.54 | 33.26 | 6.81 | 2.03 | 6.01 | 4.37 | 3.63 | 18.47 | 21.21 |
Yield(%) | 0.00 | 6.22 | 6.65 | 6.84 | 7.51 | 3.83 | 2.87 | 4.78 | 1.44 | 6.48 | 6.39 | 7.46 | 10.48 | 7.85 | 7.29 | 7.81 | 7.97 | 7.92 | 6.53 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
LHYZX (Columbia High Yield Opportunity Z) |
-7.91%
Nov 2005 - Nov 2008 |
-1.92%
Nov 2003 - Nov 2008 |
4.37%
May 2001 - May 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
LHYZX (Columbia High Yield Opportunity Z) |
21.05%
Nov 2008 - Nov 2011 |
10.74%
Oct 2002 - Oct 2007 |
8.81%
Oct 2002 - Oct 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart