Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSMAX (COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS A) | NA | -13.87% | -5.42% | 6.39% | 9.91% | 6.93% | 7.30% | … | … |
Data as of 07/10/2020, Common starting date is 11/02/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSMAX (COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS A) | 11/02/1998 | 07/10/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -2.27 | -13.87 | -5.42 | 6.39 | 9.91 | 6.93 | 7.30 | … | … | -19.93 | 19.87 | -39.70 | -13.70 | -23.19 | -37.37 | -8.72 | 24.75 | 9.02 | -6.73 | 27.98 | 33.63 | -40.88 | -19.48 | 3.83 | -1.72 | 9.79 | 35.17 | -13.10 | 8.25 | 1.60 | -0.61 | -2.87 |
| Sharpe Ratio | NA | -0.85 | -1.19 | -1.25 | -0.99 | NA | NA | … | … | -0.96 | -0.20 | -1.70 | -1.33 | -1.33 | -1.30 | -1.56 | 0.37 | -0.56 | -0.77 | 0.40 | 0.43 | -1.47 | -1.54 | -1.03 | -1.48 | -0.66 | 1.08 | -1.66 | -0.75 | -3.33 | 1.73 | 0.66 |
| Standard Deviation(%) | NA | 43.27 | 35.73 | 38.84 | 31.33 | NA | NA | … | … | 57.87 | 16.71 | 36.01 | 24.79 | 43.11 | 42.93 | 17.51 | 16.62 | 17.09 | 32.78 | 23.39 | 34.76 | 41.08 | 27.06 | 18.13 | 15.36 | 14.74 | 14.67 | 19.77 | 17.51 | 20.15 | 14.07 | 24.87 |
| Draw Down(%) | NA | 45.04 | 67.68 | 83.58 | 85.75 | NA | NA | … | … | 45.04 | 13.16 | 47.77 | 20.86 | 33.96 | 40.70 | 17.37 | 11.44 | 14.08 | 27.60 | 18.47 | 32.94 | 48.70 | 30.31 | 11.97 | 10.03 | 10.71 | 12.16 | 28.88 | 15.30 | 16.61 | 15.20 | 11.14 |
| Yield(%) | 0.00 | 0.78 | 13.71 | 19.76 | 18.17 | 10.60 | 11.47 | … | … | 0.00 | 0.86 | 23.76 | 19.74 | 78.62 | 31.28 | 8.19 | 10.35 | 3.78 | 3.60 | 0.00 | 0.00 | 7.63 | 19.34 | 11.98 | 7.94 | 6.29 | 3.47 | 0.00 | 0.18 | 0.33 | 0.00 | 0.00 |
Data as of 07/10/2020, Common starting date is 11/02/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSMAX (COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS A) |
-17.36%
Feb 2006 – Feb 2009 |
-6.41%
Feb 2004 – Feb 2009 |
0.39%
Feb 1999 – Feb 2009 |
5.88%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSMAX (COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS A) |
32.05%
Feb 2009 – Feb 2012 |
26.57%
Feb 2009 – Feb 2014 |
18.32%
Feb 2009 – Feb 2019 |
12.76%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart