Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NFEAX (COLUMBIA LARGE CAP GROWTH FUND III COLUMBIA LARGE CAP GROWTH FUND III CLASS A) | 4.10% | 10.03% | 18.25% | 12.42% | 12.78% | 14.55% | 10.50% | 9.30% |
Data as of 07/02/2025, AR inception is 06/03/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NFEAX (COLUMBIA LARGE CAP GROWTH FUND III COLUMBIA LARGE CAP GROWTH FUND III CLASS A) | 06/03/1998 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.91 | 10.03 | 18.25 | 12.42 | 12.78 | 14.55 | 10.50 | 9.30 | 4.10 | 20.00 | 31.26 | -43.20 | -17.01 | 23.16 | 36.00 | -4.38 | 27.59 | 1.30 | 3.09 | 11.67 | 37.85 | 11.67 | -2.65 | 18.52 | 30.23 | -39.77 | 13.18 | 8.35 | 9.59 | 10.67 | 31.34 | -15.73 | -19.11 | -17.32 | 52.85 | 20.49 |
| Sharpe Ratio | NA | -0.03 | 0.61 | 0.41 | 0.48 | NA | NA | 0.34 | -0.38 | 0.73 | 1.71 | -1.22 | -0.55 | 0.62 | 2.26 | -0.27 | 3.05 | 0.07 | 0.18 | 0.74 | 2.87 | 0.45 | -0.11 | 0.84 | 1.11 | -1.12 | 0.58 | 0.39 | 0.62 | 0.78 | 1.76 | -0.79 | -1.02 | -0.68 | 2.16 | 1.24 |
| Standard Deviation(%) | NA | 26.13 | 21.92 | 22.48 | 21.75 | NA | NA | 21.98 | 31.95 | 18.24 | 15.90 | 36.78 | 30.71 | 36.84 | 15.31 | 21.03 | 8.88 | 15.24 | 16.89 | 15.66 | 13.19 | 26.11 | 25.53 | 21.89 | 27.20 | 36.22 | 17.71 | 13.04 | 11.93 | 12.52 | 17.43 | 21.39 | 21.35 | 31.39 | 23.00 | 27.85 |
| Draw Down(%) | NA | 24.54 | 24.54 | 36.35 | 36.35 | NA | NA | 54.35 | 24.07 | 13.64 | 11.85 | 47.16 | 29.56 | 30.48 | 8.87 | 23.46 | 3.30 | 15.26 | 15.27 | 10.46 | 7.40 | 15.60 | 19.52 | 18.69 | 23.63 | 47.11 | 8.88 | 11.46 | 7.04 | 13.36 | 12.07 | 23.30 | 33.61 | 26.01 | 13.15 | 26.27 |
| Yield(%) | 0.00 | 4.98 | 3.66 | 13.70 | 12.34 | 15.14 | 10.83 | 11.92 | 3.58 | 4.37 | 0.00 | 13.57 | 36.01 | 14.89 | 12.04 | 10.51 | 7.18 | 12.34 | 19.38 | 15.15 | 30.30 | 21.09 | 1.39 | 0.00 | 0.22 | 0.17 | 1.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.37 | 1.51 | 0.01 |
Data as of 07/02/2025, AR inception is 06/03/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFEAX (COLUMBIA LARGE CAP GROWTH FUND III COLUMBIA LARGE CAP GROWTH FUND III CLASS A) |
-18.99%
Feb 2000 - Feb 2003 |
-5.15%
Feb 2004 - Feb 2009 |
-2.07%
Aug 2000 - Aug 2010 |
3.59%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFEAX (COLUMBIA LARGE CAP GROWTH FUND III COLUMBIA LARGE CAP GROWTH FUND III CLASS A) |
31.97%
Dec 2018 - Dec 2021 |
23.36%
Oct 2016 - Oct 2021 |
17.86%
Sep 2011 - Sep 2021 |
15.46%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart