Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSMBX (COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS B) | NA | 6.98% | 1.38% | 8.03% | 4.66% | 7.80% | 6.29% | … | … |
Data as of 08/04/2017, Common starting date is 05/21/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSMBX (COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS B) | 05/21/1997 | 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 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.95 | 6.98 | 1.38 | 8.03 | 4.66 | 7.80 | 6.29 | … | … | -3.95 | -36.74 | -43.82 | -10.73 | 22.23 | 8.12 | -7.91 | 27.00 | 32.64 | -42.03 | -21.13 | 2.35 | -2.73 | 9.44 | 34.81 | 13.09 | 0.00 | 0.75 | -8.40 | -0.26 | 4.00 |
| Sharpe Ratio | NA | -1.00 | -1.17 | -1.01 | -0.90 | NA | NA | … | … | -1.68 | -1.16 | -1.19 | -1.60 | 0.21 | -0.61 | -0.76 | 0.36 | 0.40 | -1.49 | -1.54 | -1.08 | -1.53 | -0.70 | 1.07 | -0.25 | 0.00 | -22.26 | 6.05 | 10.69 | -25.13 |
| Standard Deviation(%) | NA | 59.76 | 47.39 | 38.13 | 35.78 | NA | NA | … | … | 13.48 | 60.70 | 52.51 | 18.31 | 17.32 | 17.14 | 34.64 | 23.37 | 34.84 | 41.20 | 28.09 | 18.55 | 15.50 | 14.58 | 14.56 | 57.96 | 615.67 | 3.05 | 2.75 | 3.09 | 3.05 |
| Draw Down(%) | NA | 46.21 | 69.46 | 71.91 | 73.73 | NA | NA | … | … | 6.24 | 45.26 | 46.59 | 18.90 | 12.59 | 14.21 | 27.80 | 18.51 | 33.10 | 48.90 | 31.45 | 12.34 | 10.18 | 10.91 | 12.29 | 2.34 | 0.00 | 3.66 | 9.50 | 3.80 | 2.06 |
| Yield(%) | 0.00 | 49.45 | 23.60 | 20.76 | 10.39 | 13.06 | 10.52 | … | … | 0.00 | 52.03 | 37.37 | 9.48 | 11.78 | 3.82 | 4.04 | 0.00 | 0.00 | 8.27 | 20.31 | 12.53 | 8.20 | 5.76 | 2.76 | 0.00 | 0.00 | 3.64 | 0.36 | 0.00 | 0.00 |
Data as of 08/04/2017, Common starting date is 05/21/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSMBX (COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS B) |
-17.96%
Feb 2006 – Feb 2009 |
-7.12%
Feb 2004 – Feb 2009 |
3.60%
Jan 2006 – Jan 2016 |
7.10%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSMBX (COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS B) |
31.04%
Feb 2009 – Feb 2012 |
25.62%
Feb 2009 – Feb 2014 |
10.27%
Mar 2003 – Mar 2013 |
9.24%
Dec 2001 – Dec 2016 |
Annualized Rolling Returns Comparison Chart