Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDCEX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS C) | 7.49% | 23.40% | 19.16% | 6.43% | 10.06% | 10.74% | 7.75% | … | … |
Data as of 06/04/2026, Common starting date is 12/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDCEX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS C) | 12/16/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.65 | 23.40 | 19.16 | 6.43 | 10.06 | 10.74 | 7.75 | … | … | 7.49 | 13.42 | 24.72 | 23.11 | -24.70 | 11.70 | 8.43 | 23.47 | -4.66 | 23.13 | 6.96 | 0.00 | 14.18 | 32.46 | 14.76 | 4.49 | 14.73 | 20.58 | -39.20 | 4.58 | 6.15 | 1.92 | 6.48 | 2.63 |
| Sharpe Ratio | NA | 1.73 | 1.08 | 0.20 | 0.44 | NA | NA | … | … | 1.15 | 0.55 | 1.65 | 1.46 | -1.03 | 0.54 | 0.23 | 1.66 | -0.35 | 3.14 | 0.50 | 0.00 | 1.23 | 2.86 | 1.14 | 0.20 | 0.78 | 0.72 | -0.93 | 0.08 | 0.20 | -0.03 | 0.44 | 10.00 |
| Standard Deviation(%) | NA | 12.21 | 15.13 | 19.02 | 19.31 | NA | NA | … | … | 13.47 | 19.14 | 12.81 | 13.40 | 25.47 | 21.71 | 34.90 | 13.26 | 17.45 | 7.20 | 13.38 | 15.81 | 11.50 | 11.35 | 12.98 | 22.80 | 18.65 | 28.30 | 43.25 | 17.26 | 13.70 | 11.53 | 12.41 | 9.14 |
| Draw Down(%) | NA | 9.16 | 20.69 | 35.36 | 35.36 | NA | NA | … | … | 9.16 | 20.65 | 8.27 | 10.77 | 25.82 | 16.45 | 34.35 | 8.35 | 20.04 | 2.51 | 11.85 | 12.46 | 7.90 | 5.88 | 11.18 | 17.80 | 15.98 | 29.71 | 50.07 | 11.75 | 9.24 | 7.49 | 10.11 | 0.68 |
| Yield(%) | 0.00 | 11.62 | 10.49 | 5.09 | 6.67 | 7.93 | 5.57 | … | … | 0.00 | 11.49 | 13.12 | 3.96 | 0.00 | 0.06 | 0.38 | 10.79 | 6.94 | 6.40 | 0.63 | 0.53 | 0.41 | 1.32 | 0.81 | 0.00 | 0.38 | 3.01 | 2.37 | 5.51 | 0.32 | 0.22 | 0.00 | 0.07 |
Data as of 06/04/2026, Common starting date is 12/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDCEX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS C) |
-19.94%
Feb 2006 – Feb 2009 |
-10.96%
Feb 2004 – Feb 2009 |
4.19%
Jan 2004 – Jan 2014 |
5.05%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDCEX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS C) |
26.63%
Feb 2009 – Feb 2012 |
22.57%
Feb 2009 – Feb 2014 |
16.09%
Feb 2009 – Feb 2019 |
12.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart