Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDEIX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS R) | NA | 4,674,465.91% | 3,482.55% | 822.31% | 215.59% | 125.99% | NA | … | … |
Data as of 05/03/2024, Common starting date is 12/19/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDEIX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS R) | 12/19/2006 | 05/03/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4,674,465.91 | 3,482.55 | 822.31 | 215.59 | 125.99 | NA | … | … | 4,194,618.66 | 9.38 | -5.48 | 23.77 | 12.76 | 29.54 | -11.41 | 16.40 | 14.49 | -2.51 | 11.08 | 30.38 | 14.59 | -5.53 | 15.98 | 26.64 | -40.60 | 7.45 | -8.47 |
| Sharpe Ratio | NA | 4,412.62 | 5.69 | 1.73 | 0.64 | NA | NA | … | … | NA | 0.42 | -0.35 | 1.75 | 0.33 | 2.34 | -0.82 | 2.09 | 0.99 | -0.16 | 0.94 | 2.63 | 1.18 | -0.22 | 0.83 | 0.89 | -0.98 | 0.27 | -1.85 |
| Standard Deviation(%) | NA | 1,059.34 | 611.79 | 474.42 | 335.60 | NA | NA | … | … | 1,813.31 | 12.34 | 19.91 | 13.60 | 38.28 | 12.03 | 15.61 | 7.58 | 14.39 | 15.87 | 11.83 | 11.55 | 12.45 | 24.77 | 19.13 | 29.81 | 42.06 | 16.37 | 53.76 |
| Draw Down(%) | NA | 9.83 | 18.39 | 38.61 | 38.61 | NA | NA | … | … | 4.97 | 9.83 | 18.39 | 5.94 | 38.61 | 6.75 | 21.19 | 3.72 | 12.05 | 12.94 | 8.70 | 5.75 | 10.15 | 23.84 | 16.40 | 29.81 | 51.99 | 10.94 | 9.18 |
| Yield(%) | 0.00 | 116.70 | 37.68 | 31.37 | 19.19 | 25.65 | 10.38 | … | … | 104.65 | 5.79 | 7.66 | 7.66 | 8.17 | 6.67 | 9.49 | 7.10 | 3.24 | 11.58 | 9.07 | 1.25 | 1.93 | 1.13 | 1.13 | 1.68 | 4.09 | 10.75 | 0.38 |
Data as of 05/03/2024, Common starting date is 12/19/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDEIX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS R) |
-12.71%
Jun 2007 – Jun 2010 |
-3.88%
May 2007 – May 2012 |
4.35%
May 2007 – May 2017 |
5.63%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDEIX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS R) |
3,492.46%
Apr 2021 – Apr 2024 |
822.31%
Apr 2019 – Apr 2024 |
215.57%
Apr 2014 – Apr 2024 |
126.71%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison Chart