Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PACIX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS A) | 23.11% | 43.13% | 19.96% | 2.35% | 9.57% | 8.29% | 7.40% | … | … |
Data as of 06/03/2026, Common starting date is 11/30/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PACIX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS A) | 11/30/1987 | 06/03/2026 |
| 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.31 | 43.13 | 19.96 | 2.35 | 9.57 | 8.29 | 7.40 | … | … | 23.11 | 19.58 | 9.51 | 11.91 | -25.45 | -14.70 | 37.90 | 26.15 | -1.03 | 15.08 | 11.24 | -4.60 | 8.42 | 24.06 | 13.06 | -5.03 | 19.06 | 33.16 | -33.42 | 6.41 | 9.68 | 3.23 | 10.85 | 25.95 | -9.63 | -7.90 | 14.77 | 26.75 | 9.11 | 21.93 | 19.46 | 24.11 | -7.85 | 21.91 | 15.86 | 35.19 | -6.60 | 24.43 | 14.56 | 4.80 |
| Sharpe Ratio | NA | 2.80 | 1.43 | -0.04 | 0.54 | NA | NA | … | … | 3.39 | 1.27 | 0.71 | 0.90 | -1.42 | -0.68 | 1.65 | 2.66 | -0.20 | 2.49 | 1.11 | -0.47 | 0.92 | 3.12 | 1.57 | -0.35 | 1.71 | 3.09 | -1.70 | 0.38 | 1.05 | 0.15 | 1.32 | 3.10 | -0.88 | -0.92 | 0.62 | 2.23 | 0.50 | 2.07 | 2.28 | 4.50 | -1.60 | 3.79 | 1.78 | 4.20 | -1.41 | 2.46 | 1.55 | 6.33 |
| Standard Deviation(%) | NA | 14.28 | 11.72 | 15.02 | 14.51 | NA | NA | … | … | 17.15 | 13.25 | 8.34 | 9.27 | 19.00 | 21.52 | 22.69 | 9.29 | 11.99 | 5.81 | 9.98 | 9.84 | 9.16 | 7.70 | 8.37 | 14.30 | 11.12 | 10.71 | 20.15 | 8.56 | 5.97 | 6.34 | 7.45 | 8.14 | 12.24 | 11.46 | 16.92 | 10.49 | 11.25 | 8.76 | 6.88 | 4.47 | 6.85 | 5.18 | 7.46 | 7.41 | 8.53 | 7.50 | 6.20 | 10.55 |
| Draw Down(%) | NA | 7.85 | 12.16 | 40.74 | 44.98 | NA | NA | … | … | 7.85 | 12.12 | 4.92 | 10.95 | 27.69 | 26.47 | 26.62 | 4.73 | 12.98 | 2.55 | 12.14 | 12.54 | 9.09 | 5.45 | 8.70 | 18.71 | 9.28 | 6.38 | 41.35 | 6.59 | 4.79 | 6.85 | 5.68 | 4.72 | 19.63 | 15.33 | 11.47 | 6.25 | 17.16 | 8.42 | 6.93 | 2.32 | 12.43 | 2.73 | 3.89 | 3.47 | 18.29 | 4.50 | 4.18 | 1.55 |
| Yield(%) | 0.00 | 1.70 | 2.21 | 1.28 | 3.49 | 4.08 | 4.27 | … | … | 0.40 | 1.70 | 2.13 | 2.76 | 1.56 | 0.72 | 1.97 | 7.45 | 4.94 | 3.06 | 2.56 | 8.63 | 4.92 | 2.53 | 3.26 | 2.79 | 3.76 | 3.32 | 3.44 | 10.87 | 13.48 | 8.40 | 3.80 | 3.12 | 2.85 | 3.29 | 23.29 | 11.16 | 6.56 | 21.29 | 12.57 | 5.21 | 3.99 | 3.72 | 5.20 | 6.16 | 5.32 | 10.52 | 5.83 | 1.23 |
Data as of 06/03/2026, Common starting date is 11/30/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PACIX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS A) |
-12.66%
Feb 2021 – Feb 2024 |
-2.96%
Feb 2004 – Feb 2009 |
2.43%
Aug 2000 – Aug 2010 |
4.38%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PACIX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS A) |
26.64%
Oct 1990 – Oct 1993 |
21.96%
Mar 1995 – Mar 2000 |
18.06%
Oct 1990 – Oct 2000 |
13.05%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart