Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSMCX (COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS C) | NA | -14.98% | -6.17% | 9.52% | 11.10% | 7.43% | NA | … | … |
Data as of 07/10/2020, Common starting date is 11/29/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSMCX (COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS C) | 11/29/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.58 | -14.98 | -6.17 | 9.52 | 11.10 | 7.43 | NA | … | … | -20.53 | 19.50 | -59.54 | -26.40 | -36.65 | -43.76 | -10.77 | 22.27 | 8.10 | -7.90 | 27.07 | 32.60 | -42.04 | -21.11 | 2.40 | -2.78 | 9.49 | 34.89 | -7.45 |
| Sharpe Ratio | NA | -0.87 | -1.04 | -1.10 | -0.93 | NA | NA | … | … | -0.98 | -0.22 | -1.12 | -1.19 | -1.17 | -1.19 | -1.60 | 0.22 | -0.61 | -0.76 | 0.36 | 0.40 | -1.49 | -1.54 | -1.08 | -1.53 | -0.69 | 1.07 | -7.11 |
| Standard Deviation(%) | NA | 43.16 | 53.70 | 54.90 | 41.88 | NA | NA | … | … | 57.64 | 16.82 | 72.72 | 38.38 | 60.56 | 52.42 | 18.31 | 17.33 | 17.21 | 34.62 | 23.41 | 34.83 | 41.19 | 28.06 | 18.48 | 15.51 | 14.57 | 14.55 | 18.03 |
| Draw Down(%) | NA | 44.79 | 81.37 | 93.02 | 94.18 | NA | NA | … | … | 44.79 | 13.30 | 64.79 | 31.99 | 45.17 | 46.56 | 18.93 | 12.58 | 14.19 | 27.83 | 18.56 | 33.06 | 48.90 | 31.47 | 12.28 | 10.12 | 10.96 | 12.21 | 8.13 |
| Yield(%) | 0.00 | 0.22 | 21.86 | 23.51 | 20.10 | 10.92 | 12.02 | … | … | 0.00 | 0.25 | 44.89 | 31.41 | 103.80 | 37.32 | 9.47 | 11.76 | 3.81 | 4.04 | 0.00 | 0.00 | 8.26 | 20.30 | 12.52 | 8.19 | 5.75 | 2.76 | 0.00 |
Data as of 07/10/2020, Common starting date is 11/29/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSMCX (COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS C) |
-17.96%
Feb 2006 – Feb 2009 |
-7.11%
Feb 2004 – Feb 2009 |
3.59%
Jan 2006 – Jan 2016 |
6.37%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSMCX (COLUMBIA DISCIPLINED SMALL CORE FUND COLUMBIA DISCIPLINED SMALL CORE FUND CLASS C) |
33.75%
Sep 2015 – Sep 2018 |
25.60%
Feb 2009 – Feb 2014 |
19.59%
Feb 2009 – Feb 2019 |
13.31%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart