Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NGCBX (COLUMBIA GREATER CHINA FUND COLUMBIA GREATER CHINA FUND CLASS B) NA 30.55% 6.98% 10.56% 3.98% 12.11% NA
Data as of 08/04/2017, Common starting date is 12/18/1997
More Performance Analytics Comparison
Name Start Date End Date
NGCBX (COLUMBIA GREATER CHINA FUND COLUMBIA GREATER CHINA FUND CLASS B) 12/18/1997 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 1997
Annualized Return (%) 0.23 30.55 6.98 10.56 3.98 12.11 NA 34.50 -7.12 -1.37 4.72 12.01 20.20 -23.98 13.72 56.99 -50.45 57.93 68.19 8.21 13.63 53.78 -13.18 -11.21 -1.62 66.47 -20.35 -0.95
Sharpe Ratio NA 2.28 0.36 0.58 0.12 NA NA 5.62 -0.39 -0.06 0.29 0.71 1.03 -0.85 0.62 1.63 -0.83 1.66 3.67 0.49 0.61 2.94 -0.72 -0.59 -0.21 2.75 -0.55 -1.59
Standard Deviation(%) NA 13.22 19.13 18.21 30.15 NA NA 11.48 18.54 23.93 16.01 16.91 19.66 28.39 22.07 34.93 61.41 33.23 17.75 12.39 20.87 18.07 19.92 23.43 27.41 23.03 43.28 18.71
Draw Down(%) NA 15.03 35.00 35.00 72.66 NA NA 3.04 18.82 29.81 10.86 16.81 15.46 37.96 16.63 24.49 66.80 22.99 17.84 10.06 22.70 14.10 29.14 33.88 24.31 18.99 55.32 3.91
Yield(%) 0.00 0.00 7.98 10.78 5.23 13.09 10.29 0.00 0.00 4.98 21.19 24.59 0.46 4.58 2.69 0.00 0.84 0.22 0.03 1.20 0.27 0.00 0.00 0.23 0.00 0.00 0.00 0.41
Data as of 08/04/2017, Common starting date is 12/18/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NGCBX (COLUMBIA GREATER CHINA FUND COLUMBIA GREATER CHINA FUND CLASS B) -15.01%
Mar 2000 – Mar 2003
-9.37%
Oct 2007 – Oct 2012
3.21%
Dec 2006 – Dec 2016
7.28%
Aug 2000 – Aug 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NGCBX (COLUMBIA GREATER CHINA FUND COLUMBIA GREATER CHINA FUND CLASS B) 57.31%
Oct 2004 – Oct 2007
43.90%
Oct 2002 – Oct 2007
21.94%
Aug 1998 – Aug 2008
15.12%
Aug 1998 – Aug 2013
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return