Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 07/10/2020.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NLGIX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS A) | NA | -4.50% | 4.42% | 5.34% | 9.09% | 6.64% | 5.06% | 6.56% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NLGIX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS A) | 12/20/1996 | 07/10/2020 |
The return data shown below all have the same latest date: 07/10/2020.
AR inception is since 12/20/1996.
AR inception is since 12/20/1996.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.76 | -4.50 | 4.42 | 5.34 | 9.09 | 6.64 | 5.06 | 6.56 | -14.26 | 28.01 | -10.64 | 27.47 | 5.41 | -2.08 | 7.19 | 26.07 | 14.36 | -4.80 | 19.03 | 34.87 | -39.47 | 10.25 | 16.53 | 9.50 | 14.27 | 34.03 | -20.80 | -14.35 | 4.60 | 21.88 | 7.24 | 12.54 | 0.60 |
| Sharpe Ratio | NA | -0.26 | 0.10 | 0.21 | 0.49 | NA | NA | 0.25 | -0.59 | 2.27 | -0.79 | 4.09 | 0.37 | -0.15 | 0.63 | 2.42 | 1.15 | -0.20 | 1.00 | 1.21 | -1.00 | 0.44 | 1.12 | 0.70 | 1.18 | 2.13 | -0.99 | -0.90 | 0.03 | 1.14 | 0.19 | 0.71 | 4.86 |
| Standard Deviation(%) | NA | 32.69 | 21.56 | 18.72 | 17.08 | NA | NA | 19.17 | 43.92 | 11.71 | 15.21 | 6.59 | 14.05 | 14.19 | 11.36 | 10.74 | 12.52 | 24.11 | 18.91 | 28.75 | 40.15 | 16.39 | 11.89 | 10.49 | 11.27 | 15.62 | 22.18 | 18.83 | 21.45 | 16.33 | 20.61 | 12.61 | 5.13 |
| Draw Down(%) | NA | 32.62 | 32.62 | 32.62 | 32.62 | NA | NA | 55.32 | 32.62 | 6.81 | 21.04 | 1.74 | 12.59 | 13.77 | 8.39 | 7.06 | 10.89 | 22.49 | 15.06 | 25.26 | 50.83 | 10.65 | 11.50 | 7.27 | 9.56 | 13.95 | 31.70 | 30.15 | 12.39 | 11.44 | 29.82 | 11.75 | 0.39 |
| Yield(%) | 0.00 | 6.73 | 6.35 | 6.81 | 8.12 | 6.61 | 5.05 | 6.88 | 3.16 | 7.68 | 7.07 | 1.61 | 2.84 | 20.86 | 5.33 | 2.46 | 1.94 | 0.69 | 0.33 | 0.27 | 16.95 | 6.37 | 5.17 | 5.38 | 0.73 | 0.24 | 0.11 | 0.21 | 20.39 | 1.44 | 0.68 | 3.78 | 1.07 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NLGIX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS A) |
-14.37%
Feb 2006 - Feb 2009 |
-4.50%
Feb 2004 - Feb 2009 |
-0.23%
Feb 1999 - Feb 2009 |
4.25%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NLGIX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS A) |
25.79%
Feb 2009 - Feb 2012 |
21.53%
Feb 2009 - Feb 2014 |
13.84%
Feb 2009 - Feb 2019 |
10.32%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart