Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCVBX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS B) | NA | 12.65% | 4.00% | 9.46% | 5.16% | 6.81% | NA | … | … |
Data as of 08/04/2017, Common starting date is 09/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCVBX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS B) | 09/29/1998 | 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 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.93 | 12.65 | 4.00 | 9.46 | 5.16 | 6.81 | NA | … | … | 7.69 | 10.32 | -5.31 | 7.65 | 23.14 | 12.20 | -5.76 | 18.35 | 32.06 | -33.94 | 5.63 | 8.87 | 2.47 | 10.09 | 23.55 | -12.48 | -11.25 | -9.66 | 16.65 | 14.66 |
| Sharpe Ratio | NA | 1.72 | 0.41 | 1.08 | 0.43 | NA | NA | … | … | 1.95 | 1.02 | -0.55 | 0.83 | 2.98 | 1.47 | -0.41 | 1.65 | 2.95 | -1.72 | 0.31 | 0.94 | 0.05 | 1.24 | 2.77 | -1.11 | -1.20 | -0.60 | 1.01 | 5.63 |
| Standard Deviation(%) | NA | 7.09 | 9.27 | 8.72 | 11.58 | NA | NA | … | … | 6.58 | 9.94 | 9.78 | 9.16 | 7.75 | 8.35 | 14.27 | 11.04 | 10.83 | 20.22 | 8.57 | 5.97 | 6.34 | 7.38 | 8.26 | 12.30 | 11.52 | 23.08 | 13.27 | 11.91 |
| Draw Down(%) | NA | 4.39 | 22.06 | 22.06 | 44.32 | NA | NA | … | … | 3.34 | 12.20 | 12.95 | 9.13 | 5.49 | 8.77 | 19.03 | 9.40 | 6.48 | 41.62 | 6.63 | 4.86 | 7.10 | 5.80 | 4.84 | 20.83 | 17.22 | 26.69 | 7.66 | 0.24 |
| Yield(%) | 0.00 | 2.56 | 4.28 | 4.45 | 3.62 | 5.32 | 3.72 | … | … | 1.07 | 1.83 | 8.03 | 4.21 | 1.73 | 2.50 | 2.09 | 3.12 | 2.52 | 2.83 | 10.23 | 12.89 | 7.76 | 3.08 | 1.22 | 0.00 | 0.00 | 0.11 | 2.43 | 1.59 |
Data as of 08/04/2017, Common starting date is 09/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCVBX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS B) |
-14.82%
Mar 2000 – Mar 2003 |
-4.06%
Mar 2000 – Mar 2005 |
-1.70%
Jan 1999 – Jan 2009 |
2.67%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCVBX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS B) |
17.48%
Feb 2009 – Feb 2012 |
16.66%
Feb 2009 – Feb 2014 |
6.70%
Aug 2004 – Aug 2014 |
6.69%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart