Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NFEPX (COLUMBIA LARGE CAP GROWTH FUND III COLUMBIA LARGE CAP GROWTH FUND III CLASS Z) | 10.68% | 27.94% | 22.42% | 10.62% | 15.64% | 14.35% | 11.41% | … | … |
Data as of 06/04/2026, Common starting date is 07/15/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NFEPX (COLUMBIA LARGE CAP GROWTH FUND III COLUMBIA LARGE CAP GROWTH FUND III CLASS Z) | 07/15/1998 | 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 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 27.94 | 22.42 | 10.62 | 15.64 | 14.35 | 11.41 | … | … | 10.68 | 15.54 | 24.81 | 31.61 | -29.53 | 20.42 | 40.86 | 36.35 | -4.14 | 27.96 | 1.52 | 3.34 | 11.91 | 38.26 | 11.96 | -2.44 | 18.85 | 30.58 | -39.62 | 13.39 | 8.66 | 9.83 | 10.97 | 31.62 | -15.50 | -18.89 | -17.09 | 51.69 | 4.45 |
| Sharpe Ratio | NA | 1.76 | 1.01 | 0.38 | 0.66 | NA | NA | … | … | 1.48 | 0.54 | 1.17 | 1.78 | -1.04 | 1.15 | 1.14 | 2.28 | -0.26 | 3.09 | 0.09 | 0.20 | 0.76 | 2.89 | 0.46 | -0.10 | 0.86 | 1.12 | -1.12 | 0.58 | 0.40 | 0.64 | 0.80 | 1.78 | -0.78 | -1.02 | -0.68 | 2.10 | 0.22 |
| Standard Deviation(%) | NA | 15.88 | 19.42 | 21.51 | 21.46 | NA | NA | … | … | 18.17 | 23.72 | 18.11 | 15.83 | 30.00 | 17.68 | 35.60 | 15.28 | 21.03 | 8.89 | 15.21 | 16.90 | 15.67 | 13.22 | 25.88 | 25.53 | 21.92 | 27.11 | 36.23 | 17.71 | 13.01 | 11.92 | 12.50 | 17.38 | 21.38 | 21.28 | 31.38 | 23.04 | 29.73 |
| Draw Down(%) | NA | 16.01 | 24.49 | 36.26 | 36.26 | NA | NA | … | … | 14.49 | 24.07 | 13.61 | 11.77 | 34.43 | 9.63 | 30.51 | 8.86 | 23.43 | 3.29 | 15.28 | 15.26 | 10.43 | 7.35 | 15.41 | 19.45 | 18.62 | 23.61 | 46.99 | 8.88 | 11.37 | 7.00 | 13.27 | 12.04 | 23.26 | 33.49 | 25.85 | 14.00 | 26.38 |
| Yield(%) | 0.00 | 5.57 | 3.95 | 9.16 | 12.75 | 11.62 | 10.02 | … | … | 0.00 | 5.56 | 3.62 | 0.00 | 11.68 | 32.75 | 13.57 | 11.10 | 9.82 | 6.94 | 11.66 | 18.58 | 14.79 | 29.69 | 20.84 | 1.56 | 0.19 | 0.46 | 0.40 | 1.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.37 | 0.21 | 0.12 |
Data as of 06/04/2026, Common starting date is 07/15/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFEPX (COLUMBIA LARGE CAP GROWTH FUND III COLUMBIA LARGE CAP GROWTH FUND III CLASS Z) |
-18.80%
Feb 2000 – Feb 2003 |
-4.92%
Feb 2004 – Feb 2009 |
-1.82%
Aug 2000 – Aug 2010 |
3.86%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NFEPX (COLUMBIA LARGE CAP GROWTH FUND III COLUMBIA LARGE CAP GROWTH FUND III CLASS Z) |
32.24%
Dec 2018 – Dec 2021 |
23.66%
Oct 2016 – Oct 2021 |
18.16%
Sep 2011 – Sep 2021 |
15.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart