Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/23/2016.
Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
---|---|---|---|---|---|---|---|---|
MBIOX (COLUMBIA MARSICO INTERNATIONAL OPPORTUNITIES FUND CLASS B) | 5.74% | NA | -16.14% | -1.44% | 0.71% | 0.35% | NA | NA |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
MBIOX (COLUMBIA MARSICO INTERNATIONAL OPPORTUNITIES FUND CLASS B) | 09/12/2002 | 05/23/2016 |
The return data shown below all have the same latest date: 05/23/2016.
AR inception is since 09/12/2002.
AR inception is since 09/12/2002.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -1.16 | -16.14 | -1.44 | 0.71 | 0.35 | NA | NA | 5.74 | -7.60 | -1.32 | -5.67 | 17.64 | 17.01 | -16.59 | 11.88 | 35.22 | -51.60 | 5.88 | 12.01 | 13.54 | 14.04 | 37.90 | -2.30 |
Sharpe Ratio | NA | -0.97 | -0.13 | 0.02 | -0.11 | NA | NA | 0.10 | -0.99 | -0.08 | -0.44 | 1.43 | 1.03 | -0.60 | 0.53 | 1.13 | -1.16 | 0.13 | 0.47 | 1.01 | 0.96 | 2.40 | -0.42 |
Standard Deviation(%) | NA | 18.01 | 14.89 | 18.32 | 24.73 | NA | NA | 22.29 | 18.78 | 15.95 | 13.00 | 12.32 | 16.61 | 27.81 | 22.25 | 31.17 | 45.08 | 21.49 | 18.42 | 11.29 | 13.61 | 15.51 | 19.91 |
Draw Down(%) | NA | 24.46 | 24.80 | 25.31 | 67.82 | NA | NA | 67.82 | 15.44 | 18.04 | 13.60 | 10.32 | 16.45 | 28.09 | 17.85 | 24.65 | 62.25 | 15.48 | 22.24 | 10.54 | 13.14 | 15.49 | 10.68 |
Yield(%) | 0.00 | 0.00 | 0.47 | 0.30 | 2.55 | 3.82 | 2.87 | 4.41 | 0.00 | 0.00 | 0.08 | 1.38 | 0.00 | 0.00 | 1.03 | 1.39 | 0.78 | 12.67 | 8.75 | 4.27 | 1.63 | 1.13 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MBIOX (COLUMBIA MARSICO INTERNATIONAL OPPORTUNITIES FUND CLASS B) |
-16.77%
Feb 2006 - Feb 2009 |
-8.35%
Oct 2007 - Oct 2012 |
-0.09%
Feb 2006 - Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
MBIOX (COLUMBIA MARSICO INTERNATIONAL OPPORTUNITIES FUND CLASS B) |
30.84%
Mar 2003 - Mar 2006 |
24.00%
Oct 2002 - Oct 2007 |
8.64%
Mar 2003 - Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart