Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NIVLX (COLUMBIA INTERNATIONAL VALUE FUND CLASS A) | NA | -14.71% | 0.58% | 0.95% | 0.98% | 4.29% | NA | 6.11% |
Data as of 06/27/2016, AR inception is 08/25/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NIVLX (COLUMBIA INTERNATIONAL VALUE FUND CLASS A) | 08/25/1998 | 06/27/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.56 | -14.71 | 0.58 | 0.95 | 0.98 | 4.29 | NA | 6.11 | -11.72 | 1.98 | -10.79 | 20.58 | 5.93 | -14.44 | -0.50 | 20.48 | -44.38 | -16.11 | 10.86 | -0.92 | 18.53 | 49.15 | -19.04 | -14.92 | -5.12 | 46.65 | 5.16 |
| Sharpe Ratio | NA | -0.86 | -0.18 | -0.14 | -0.27 | NA | NA | -0.07 | -0.96 | 0.12 | -0.89 | 1.47 | 0.35 | -0.59 | -0.03 | 0.77 | -1.12 | -0.82 | 0.45 | -0.25 | 1.24 | 2.98 | -0.94 | -1.07 | -0.60 | 3.02 | 0.41 |
| Standard Deviation(%) | NA | 21.69 | 16.53 | 18.56 | 23.43 | NA | NA | 20.56 | 23.93 | 16.25 | 12.09 | 13.99 | 16.92 | 24.56 | 19.80 | 26.31 | 40.37 | 23.41 | 16.92 | 12.21 | 14.16 | 16.23 | 21.38 | 16.35 | 15.30 | 14.40 | 29.77 |
| Draw Down(%) | NA | 21.25 | 24.84 | 25.42 | 69.42 | NA | NA | 69.42 | 14.74 | 14.42 | 14.13 | 9.35 | 17.79 | 24.16 | 18.61 | 28.26 | 51.53 | 24.34 | 17.59 | 10.99 | 12.02 | 19.79 | 33.12 | 26.91 | 12.37 | 8.20 | 12.13 |
| Yield(%) | 0.00 | 1.56 | 3.85 | 3.52 | 5.91 | 7.37 | 8.01 | 9.43 | 0.00 | 1.89 | 3.85 | 5.51 | 3.93 | 3.51 | 2.73 | 1.77 | 10.75 | 22.89 | 15.42 | 10.64 | 5.36 | 1.26 | 0.81 | 2.89 | 7.50 | 0.00 | 0.00 |
Data as of 06/27/2016, AR inception is 08/25/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIVLX (COLUMBIA INTERNATIONAL VALUE FUND CLASS A) |
-12.63%
Feb 2006 - Feb 2009 |
-8.26%
May 2007 - May 2012 |
1.03%
Apr 2006 - Apr 2016 |
3.89%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIVLX (COLUMBIA INTERNATIONAL VALUE FUND CLASS A) |
36.17%
Mar 2003 - Mar 2006 |
25.27%
Sep 2002 - Sep 2007 |
10.31%
Sep 1998 - Sep 2008 |
8.08%
Sep 1998 - Sep 2013 |
Annualized Rolling Returns Comparison Chart