Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHIKX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS C) | 22.99% | 41.82% | 19.14% | 1.50% | 8.72% | 7.56% | 6.60% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHIKX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS C) | 12/30/1996 | 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 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.89 | 41.82 | 19.14 | 1.50 | 8.72 | 7.56 | 6.60 | … | … | 22.99 | 18.65 | 8.69 | 11.13 | -26.06 | -15.40 | 36.90 | 25.17 | -1.73 | 14.26 | 10.38 | -5.32 | 7.61 | 23.18 | 12.25 | -5.83 | 18.22 | 32.13 | -33.93 | 5.61 | 8.87 | 2.47 | 10.05 | 24.96 | -10.34 | -8.61 | 14.13 | 25.95 | 6.30 | 2.72 | -0.40 |
| Sharpe Ratio | NA | 2.72 | 1.36 | -0.09 | 0.49 | NA | NA | … | … | 3.32 | 1.20 | 0.61 | 0.81 | -1.45 | -0.72 | 1.61 | 2.55 | -0.26 | 2.34 | 1.02 | -0.55 | 0.83 | 2.99 | 1.47 | -0.41 | 1.64 | 2.99 | -1.72 | 0.29 | 0.93 | 0.03 | 1.22 | 2.96 | -0.94 | -0.98 | 0.58 | 2.15 | 0.23 | -0.06 | NA |
| Standard Deviation(%) | NA | 14.31 | 11.72 | 15.04 | 14.52 | NA | NA | … | … | 17.17 | 13.23 | 8.33 | 9.27 | 19.03 | 21.56 | 22.65 | 9.28 | 12.02 | 5.84 | 9.98 | 9.75 | 9.15 | 7.73 | 8.35 | 14.31 | 11.03 | 10.71 | 20.27 | 8.54 | 5.91 | 6.33 | 7.46 | 8.20 | 12.16 | 11.44 | 16.97 | 10.48 | 12.14 | 16.44 | 0.00 |
| Draw Down(%) | NA | 7.96 | 12.38 | 41.41 | 45.72 | NA | NA | … | … | 7.96 | 12.26 | 4.90 | 11.09 | 28.16 | 26.96 | 26.64 | 4.71 | 13.16 | 2.56 | 12.17 | 12.88 | 9.19 | 5.53 | 8.83 | 19.01 | 9.41 | 6.40 | 41.58 | 6.66 | 4.86 | 7.08 | 5.79 | 4.79 | 19.90 | 15.82 | 11.52 | 6.29 | 17.36 | 17.25 | 0.40 |
| Yield(%) | 0.00 | 0.87 | 1.37 | 0.74 | 2.51 | 3.15 | 3.48 | … | … | 0.21 | 0.90 | 1.36 | 1.99 | 0.94 | 0.03 | 1.16 | 6.61 | 4.18 | 2.26 | 1.80 | 7.90 | 4.14 | 1.70 | 2.47 | 2.06 | 2.99 | 2.49 | 2.79 | 10.10 | 12.75 | 7.69 | 3.05 | 2.40 | 2.22 | 2.67 | 22.60 | 10.45 | 3.48 | 2.93 | 0.84 |
Data as of 06/04/2026, Common starting date is 12/30/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHIKX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS C) |
-13.34%
Feb 2021 – Feb 2024 |
-3.68%
Feb 2004 – Feb 2009 |
1.66%
Aug 2000 – Aug 2010 |
3.60%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHIKX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS C) |
20.53%
Feb 2018 – Feb 2021 |
19.73%
Feb 2016 – Feb 2021 |
11.73%
Sep 2011 – Sep 2021 |
8.64%
Feb 2006 – Feb 2021 |
Annualized Rolling Returns Comparison Chart