Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LUTCX (COLUMBIA U.S. TREASURY INDEX FUND COLUMBIA U.S. TREASURY INDEX FUND CLASS C) | NA | -2.44% | -4.58% | -1.31% | -0.23% | 0.43% | 1.48% | … | … |
Data as of 04/19/2024, Common starting date is 11/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUTCX (COLUMBIA U.S. TREASURY INDEX FUND COLUMBIA U.S. TREASURY INDEX FUND CLASS C) | 11/27/2002 | 04/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.52 | -2.44 | -4.58 | -1.31 | -0.23 | 0.43 | 1.48 | … | … | -3.32 | 3.13 | -13.27 | -3.36 | 6.91 | 5.71 | -0.18 | 1.25 | 0.02 | -0.30 | 3.90 | -3.69 | 0.90 | 8.54 | 4.64 | -4.76 | 12.87 | 7.90 | 1.91 | 1.65 | 2.23 | 1.04 | 2.36 |
| Sharpe Ratio | NA | -0.99 | -1.07 | -0.48 | -0.26 | NA | NA | … | … | -2.42 | -0.16 | -2.03 | -0.83 | 1.07 | 1.01 | -0.49 | 0.20 | -0.05 | -0.08 | 1.41 | -1.23 | 0.25 | 1.72 | 0.94 | -0.77 | 1.67 | 1.16 | -0.40 | -0.14 | 0.26 | 0.06 | 7.97 |
| Standard Deviation(%) | NA | 6.33 | 6.40 | 6.03 | 4.91 | NA | NA | … | … | 5.89 | 6.96 | 7.25 | 4.10 | 6.20 | 4.28 | 3.04 | 3.05 | 3.88 | 4.12 | 2.75 | 3.03 | 3.36 | 4.95 | 4.85 | 6.30 | 7.11 | 4.24 | 3.41 | 3.66 | 4.88 | 5.78 | 3.75 |
| Draw Down(%) | NA | 7.65 | 18.28 | 21.31 | 21.31 | NA | NA | … | … | 3.80 | 7.79 | 15.73 | 4.60 | 5.00 | 2.74 | 3.33 | 2.04 | 6.22 | 3.65 | 1.27 | 4.67 | 2.65 | 2.93 | 4.27 | 6.88 | 4.72 | 2.47 | 2.95 | 3.04 | 5.52 | 6.80 | 0.72 |
| Yield(%) | 0.00 | 2.03 | 1.10 | 1.19 | 1.07 | 1.58 | 2.10 | … | … | 0.58 | 1.86 | 0.72 | 0.56 | 1.37 | 1.28 | 1.08 | 0.70 | 0.85 | 1.13 | 0.76 | 1.73 | 3.38 | 2.52 | 4.21 | 2.34 | 3.30 | 3.80 | 3.71 | 3.19 | 3.13 | 3.65 | 0.00 |
Data as of 04/19/2024, 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 |
|---|---|---|---|---|
| LUTCX (COLUMBIA U.S. TREASURY INDEX FUND COLUMBIA U.S. TREASURY INDEX FUND CLASS C) |
-6.76%
Oct 2020 – Oct 2023 |
-1.47%
Oct 2017 – Oct 2022 |
-0.64%
Oct 2012 – Oct 2022 |
0.49%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUTCX (COLUMBIA U.S. TREASURY INDEX FUND COLUMBIA U.S. TREASURY INDEX FUND CLASS C) |
7.47%
Dec 2005 – Dec 2008 |
5.83%
May 2007 – May 2012 |
3.73%
Jun 2006 – Jun 2016 |
3.15%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison Chart