Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LUTAX (COLUMBIA U.S. TREASURY INDEX FUND COLUMBIA U.S. TREASURY INDEX FUND CLASS A) | -0.85% | 2.54% | 2.35% | -0.83% | 0.52% | 1.23% | 2.34% | … | … |
Data as of 06/05/2026, Common starting date is 11/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUTAX (COLUMBIA U.S. TREASURY INDEX FUND COLUMBIA U.S. TREASURY INDEX FUND CLASS A) | 11/27/2002 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.51 | 2.54 | 2.35 | -0.83 | 0.52 | 1.23 | 2.34 | … | … | -0.85 | 5.88 | 0.40 | 3.80 | -12.70 | -2.90 | 7.03 | 6.44 | 0.54 | 1.96 | 0.74 | 0.40 | 4.46 | -3.02 | 1.50 | 9.20 | 5.18 | -4.23 | 13.59 | 8.55 | 2.50 | 2.25 | 2.86 | 0.35 | 2.36 |
| Sharpe Ratio | NA | 0.24 | -0.09 | -0.57 | -0.20 | NA | NA | … | … | -0.86 | 0.69 | -0.60 | 0.02 | -1.96 | -0.71 | 1.07 | 1.15 | -0.27 | 0.42 | 0.13 | 0.09 | 1.70 | -1.01 | 0.43 | 1.84 | 1.04 | -0.68 | 1.76 | 1.26 | -0.26 | 0.00 | 0.38 | -0.06 | 7.95 |
| Standard Deviation(%) | NA | 3.83 | 5.09 | 5.76 | 5.09 | NA | NA | … | … | 3.87 | 4.34 | 5.35 | 6.97 | 7.25 | 4.11 | 6.33 | 4.32 | 3.10 | 3.08 | 3.89 | 4.25 | 2.62 | 3.01 | 3.38 | 4.97 | 4.90 | 6.34 | 7.13 | 4.29 | 3.49 | 3.70 | 4.95 | 5.75 | 3.75 |
| Draw Down(%) | NA | 3.08 | 6.03 | 17.28 | 20.27 | NA | NA | … | … | 3.08 | 2.81 | 4.48 | 7.50 | 15.32 | 4.50 | 5.08 | 2.74 | 2.83 | 1.93 | 5.85 | 3.51 | 1.21 | 4.48 | 2.52 | 2.88 | 4.18 | 6.64 | 4.57 | 2.39 | 2.76 | 2.99 | 5.42 | 6.72 | 0.72 |
| Yield(%) | 0.00 | 3.26 | 3.11 | 2.17 | 1.89 | 2.10 | 2.74 | … | … | 1.16 | 3.55 | 3.19 | 2.51 | 1.32 | 1.02 | 1.49 | 1.99 | 1.78 | 1.41 | 1.58 | 1.83 | 1.40 | 2.32 | 3.97 | 3.15 | 4.74 | 2.87 | 3.95 | 4.41 | 4.28 | 3.78 | 3.74 | 2.94 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUTAX (COLUMBIA U.S. TREASURY INDEX FUND COLUMBIA U.S. TREASURY INDEX FUND CLASS A) |
-6.39%
Oct 2020 – Oct 2023 |
-2.32%
Jul 2020 – Jul 2025 |
-0.04%
Oct 2012 – Oct 2022 |
1.08%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUTAX (COLUMBIA U.S. TREASURY INDEX FUND COLUMBIA U.S. TREASURY INDEX FUND CLASS A) |
8.12%
Dec 2005 – Dec 2008 |
6.45%
May 2007 – May 2012 |
4.36%
Jun 2006 – Jun 2016 |
3.80%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison Chart