Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NFECX (Columbia Fds Srs TR Marsico Focused Equities) | NA | 20.32% | 2.27% | 13.28% | 10.79% | 12.53% | 8.74% | … | … |
Data as of 12/08/2023, Common starting date is 07/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NFECX (Columbia Fds Srs TR Marsico Focused Equities) | 07/22/1999 | 12/08/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 20.32 | 2.27 | 13.28 | 10.79 | 12.53 | 8.74 | … | … | 23.92 | -30.13 | 20.88 | 39.51 | 34.98 | -5.06 | 26.59 | 0.59 | 2.43 | 10.84 | 36.81 | 10.83 | -3.38 | 17.62 | 29.32 | -40.23 | 12.31 | 7.56 | 8.73 | 9.84 | 30.36 | -16.30 | -19.74 | -17.91 | 31.99 |
| Sharpe Ratio | NA | 0.96 | 0.02 | 0.48 | 0.48 | NA | NA | … | … | 1.33 | -1.05 | 1.16 | 1.09 | 2.18 | -0.30 | 2.92 | 0.03 | 0.14 | 0.69 | 2.78 | 0.39 | -0.13 | 0.80 | 1.08 | -1.13 | 0.53 | 0.33 | 0.55 | 0.71 | 1.70 | -0.81 | -1.05 | -0.70 | 4.25 |
| Standard Deviation(%) | NA | 16.75 | 22.23 | 24.75 | 20.71 | NA | NA | … | … | 16.16 | 30.08 | 18.01 | 35.76 | 15.39 | 21.11 | 8.92 | 15.22 | 16.91 | 15.67 | 13.24 | 27.64 | 25.55 | 21.87 | 27.15 | 36.22 | 17.74 | 12.97 | 11.91 | 12.56 | 17.48 | 21.44 | 21.30 | 31.35 | 19.36 |
| Draw Down(%) | NA | 11.96 | 36.08 | 36.08 | 36.08 | NA | NA | … | … | 11.96 | 35.08 | 9.63 | 30.54 | 8.99 | 23.58 | 3.35 | 15.31 | 15.41 | 10.55 | 7.44 | 16.67 | 19.81 | 18.81 | 23.77 | 47.47 | 8.97 | 11.67 | 7.26 | 13.70 | 12.14 | 23.35 | 33.97 | 26.43 | 6.98 |
| Yield(%) | 0.00 | 0.00 | 26.30 | 27.62 | 14.52 | 17.76 | 12.05 | … | … | 0.00 | 32.30 | 58.89 | 23.15 | 17.66 | 14.50 | 9.24 | 15.93 | 23.47 | 17.17 | 33.45 | 22.65 | 1.46 | 0.00 | 0.04 | 0.00 | 1.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.38 | 0.18 |
Data as of 12/08/2023, Common starting date is 07/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFECX (Columbia Fds Srs TR Marsico Focused Equities) |
-19.60%
Feb 2000 – Feb 2003 |
-5.86%
Feb 2004 – Feb 2009 |
-2.80%
Aug 2000 – Aug 2010 |
2.83%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFECX (Columbia Fds Srs TR Marsico Focused Equities) |
31.55%
Dec 2018 – Dec 2021 |
22.44%
Oct 2016 – Oct 2021 |
17.01%
Sep 2011 – Sep 2021 |
12.75%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart