Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/06/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
LNGZX (COLUMBIA GREATER CHINA FUND COLUMBIA GREATER CHINA FUND CLASS Z) | 12.23% | 15.40% | 1.22% | -4.72% | 0.37% | 3.64% | 6.75% | 7.43% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
LNGZX (COLUMBIA GREATER CHINA FUND COLUMBIA GREATER CHINA FUND CLASS Z) | 12/18/1997 | 05/06/2025 |
The return data shown below all have the same latest date: 05/06/2025.
AR inception is since 12/18/1997.
AR inception is since 12/18/1997.
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 4.47 | 15.40 | 1.22 | -4.72 | 0.37 | 3.64 | 6.75 | 7.43 | 12.23 | 12.29 | -18.70 | -28.42 | -25.21 | 39.81 | 32.95 | -20.01 | 61.05 | -6.18 | -0.36 | 5.73 | 13.16 | 21.48 | -23.20 | 14.90 | 58.58 | -49.96 | 59.53 | 69.88 | 9.30 | 14.76 | 59.52 | -13.15 | -11.37 | -0.74 | 68.10 | -19.75 | -0.92 |
Sharpe Ratio | NA | 0.32 | -0.21 | -0.23 | -0.06 | NA | NA | 0.21 | 1.11 | 0.21 | -0.92 | -0.71 | -0.91 | 1.33 | 1.61 | -0.82 | 4.38 | -0.34 | -0.02 | 0.36 | 0.78 | 1.10 | -0.82 | 0.67 | 1.67 | -0.83 | 1.71 | 3.76 | 0.58 | 0.66 | 3.25 | -0.71 | -0.59 | -0.18 | 2.82 | -0.53 | -1.54 |
Standard Deviation(%) | NA | 29.52 | 29.99 | 30.57 | 26.86 | NA | NA | 27.73 | 31.69 | 27.03 | 25.27 | 42.34 | 27.83 | 29.67 | 19.55 | 26.12 | 13.87 | 18.57 | 23.94 | 16.01 | 16.92 | 19.65 | 28.39 | 22.08 | 34.94 | 61.40 | 33.25 | 17.79 | 12.38 | 20.86 | 18.12 | 19.97 | 23.39 | 27.60 | 23.03 | 43.33 | 18.78 |
Draw Down(%) | NA | 21.74 | 39.46 | 67.94 | 67.94 | NA | NA | 72.39 | 21.74 | 19.30 | 32.95 | 49.70 | 39.83 | 19.97 | 13.15 | 33.94 | 8.81 | 18.75 | 29.64 | 10.71 | 16.47 | 15.19 | 37.67 | 16.49 | 24.36 | 66.55 | 22.90 | 17.77 | 9.99 | 22.55 | 13.30 | 28.97 | 33.40 | 23.79 | 18.88 | 55.29 | 3.86 |
Yield(%) | 0.00 | 1.23 | 0.55 | 0.25 | 1.46 | 4.49 | 7.35 | 10.03 | 0.00 | 1.38 | 0.52 | 0.00 | 0.00 | 0.00 | 1.85 | 4.27 | 2.97 | 0.00 | 4.67 | 19.66 | 23.27 | 1.45 | 4.55 | 3.08 | 0.86 | 0.79 | 1.40 | 1.22 | 2.14 | 1.19 | 1.21 | 0.00 | 0.00 | 0.00 | 0.19 | 0.65 | 0.50 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
LNGZX (COLUMBIA GREATER CHINA FUND COLUMBIA GREATER CHINA FUND CLASS Z) |
-28.86%
Jan 2021 - Jan 2024 |
-9.38%
Oct 2017 - Oct 2022 |
-0.37%
Aug 2014 - Aug 2024 |
-2.24%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
LNGZX (COLUMBIA GREATER CHINA FUND COLUMBIA GREATER CHINA FUND CLASS Z) |
58.88%
Oct 2004 - Oct 2007 |
45.90%
Oct 2002 - Oct 2007 |
23.25%
Aug 1998 - Aug 2008 |
16.35%
Aug 1998 - Aug 2013 |
Annualized Rolling Returns Comparison Chart