Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NAMAX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS Z) | 19.64% | 36.74% | 19.78% | 7.86% | 9.95% | 10.12% | 8.38% | … | … |
Data as of 06/04/2026, Common starting date is 12/24/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NAMAX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS Z) | 12/24/2001 | 06/04/2026 |
| 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 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.34 | 36.74 | 19.78 | 7.86 | 9.95 | 10.12 | 8.38 | … | … | 19.64 | 13.77 | 13.13 | 10.49 | -14.22 | 21.67 | 3.65 | 31.55 | -13.63 | 13.68 | 14.30 | -4.93 | 12.13 | 35.45 | 16.85 | -4.04 | 23.22 | 32.54 | -41.63 | 7.65 | 17.09 | 15.28 | 20.89 | 36.25 | -13.96 | 1.62 |
| Sharpe Ratio | NA | 2.21 | 1.02 | 0.26 | 0.40 | NA | NA | … | … | 2.78 | 0.58 | 0.72 | 0.43 | -0.62 | 1.13 | 0.08 | 2.39 | -1.01 | 1.65 | 0.92 | -0.32 | 0.95 | 2.72 | 1.14 | -0.15 | 1.03 | 0.98 | -1.01 | 0.27 | 1.29 | 1.12 | 1.69 | 2.38 | -0.69 | 23.55 |
| Standard Deviation(%) | NA | 13.87 | 15.76 | 18.66 | 20.38 | NA | NA | … | … | 15.49 | 18.70 | 13.21 | 16.16 | 25.25 | 19.19 | 41.43 | 12.57 | 14.97 | 7.94 | 15.29 | 15.36 | 12.74 | 13.02 | 14.89 | 27.79 | 22.42 | 33.05 | 42.03 | 16.70 | 10.65 | 11.59 | 11.80 | 14.93 | 22.05 | 7.37 |
| Draw Down(%) | NA | 8.49 | 20.91 | 26.08 | 43.24 | NA | NA | … | … | 8.49 | 18.55 | 8.22 | 15.60 | 22.87 | 10.90 | 43.24 | 7.19 | 21.58 | 4.17 | 13.75 | 12.14 | 10.37 | 6.30 | 11.36 | 26.11 | 18.85 | 29.50 | 52.52 | 12.17 | 8.78 | 7.66 | 7.69 | 12.25 | 30.13 | 0.28 |
| Yield(%) | 0.00 | 7.15 | 6.06 | 3.31 | 6.92 | 8.52 | 7.08 | … | … | 0.22 | 7.15 | 7.47 | 1.59 | 0.73 | 0.67 | 0.86 | 4.30 | 23.32 | 19.59 | 8.64 | 13.90 | 17.06 | 13.65 | 1.08 | 0.78 | 1.53 | 1.15 | 1.00 | 7.30 | 11.49 | 11.99 | 9.45 | 0.66 | 0.00 | 0.09 |
Data as of 06/04/2026, Common starting date is 12/24/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NAMAX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS Z) |
-17.16%
Feb 2006 – Feb 2009 |
-4.38%
Feb 2004 – Feb 2009 |
5.43%
Oct 2013 – Oct 2023 |
5.27%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NAMAX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS Z) |
28.86%
Mar 2003 – Mar 2006 |
26.00%
Feb 2009 – Feb 2014 |
15.53%
Feb 2009 – Feb 2019 |
12.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart