Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LUTBX (COLUMBIA U.S. TREASURY INDEX FUND COLUMBIA U.S. TREASURY INDEX FUND CLASS B) | NA | -32.02% | -10.30% | -6.78% | -0.88% | NA | NA | … | … |
Data as of 08/04/2017, Common starting date is 11/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUTBX (COLUMBIA U.S. TREASURY INDEX FUND COLUMBIA U.S. TREASURY INDEX FUND CLASS B) | 11/27/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -29.70 | -32.02 | -10.30 | -6.78 | -0.88 | NA | NA | … | … | -28.72 | -0.01 | -0.35 | 3.77 | -3.83 | 0.75 | 8.38 | 4.49 | -4.88 | 12.75 | 7.76 | 1.74 | 1.49 | 2.09 | 0.17 | 2.36 |
| Sharpe Ratio | NA | -0.56 | -0.21 | -0.08 | 0.51 | NA | NA | … | … | -0.95 | -0.06 | -0.09 | 1.38 | -1.28 | 0.21 | 1.69 | 0.91 | -0.79 | 1.66 | 1.12 | -0.46 | -0.19 | 0.23 | -0.09 | 7.97 |
| Standard Deviation(%) | NA | 58.08 | 50.18 | 90.45 | 4.65 | NA | NA | … | … | 46.42 | 3.93 | 4.18 | 2.72 | 3.03 | 3.34 | 4.95 | 4.84 | 6.30 | 7.10 | 4.23 | 3.39 | 3.65 | 4.88 | 5.72 | 3.75 |
| Draw Down(%) | NA | 32.02 | 32.45 | 32.45 | 32.45 | NA | NA | … | … | 30.17 | 6.15 | 3.66 | 1.28 | 4.72 | 2.67 | 2.94 | 4.29 | 6.92 | 4.75 | 2.50 | 3.00 | 3.05 | 5.56 | 6.83 | 0.72 |
| Yield(%) | 0.00 | 0.77 | 0.85 | 1.10 | 2.25 | 2.38 | 1.79 | … | … | 0.30 | 0.81 | 1.08 | 0.63 | 1.58 | 3.23 | 2.37 | 4.06 | 2.22 | 3.19 | 3.67 | 3.54 | 3.04 | 2.99 | 2.77 | 0.00 |
Data as of 08/04/2017, 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 |
|---|---|---|---|---|
| LUTBX (COLUMBIA U.S. TREASURY INDEX FUND COLUMBIA U.S. TREASURY INDEX FUND CLASS B) |
-0.51%
May 2003 – May 2006 |
-0.05%
Jul 2012 – Jul 2017 |
2.66%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUTBX (COLUMBIA U.S. TREASURY INDEX FUND COLUMBIA U.S. TREASURY INDEX FUND CLASS B) |
7.32%
Dec 2005 – Dec 2008 |
5.69%
May 2007 – May 2012 |
3.60%
Jun 2006 – Jun 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart