Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDERX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS R4) | NA | 23.61% | 3.99% | 7.42% | 7.69% | 9.55% | NA | … | … |
Data as of 11/25/2024, Common starting date is 12/19/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDERX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS R4) | 12/19/2006 | 11/25/2024 |
| 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 (%) | 1.44 | 23.61 | 3.99 | 7.42 | 7.69 | 9.55 | NA | … | … | 21.26 | 5.45 | -11.57 | 17.42 | 3.59 | 30.16 | -10.91 | 16.88 | 15.05 | -1.99 | 11.66 | 31.13 | 14.78 | -5.50 | 16.32 | 26.83 | -40.40 | 7.75 | -8.46 |
| Sharpe Ratio | NA | 1.56 | -0.06 | 0.23 | 0.34 | NA | NA | … | … | 1.62 | 0.10 | -0.62 | 1.18 | 0.09 | 2.40 | -0.78 | 2.13 | 1.03 | -0.13 | 0.99 | 2.69 | 1.20 | -0.22 | 0.85 | 0.90 | -0.98 | 0.29 | -1.85 |
| Standard Deviation(%) | NA | 10.61 | 15.86 | 21.65 | 18.07 | NA | NA | … | … | 10.33 | 12.49 | 21.07 | 14.70 | 37.72 | 11.98 | 15.64 | 7.65 | 14.46 | 15.85 | 11.79 | 11.56 | 12.41 | 24.80 | 19.19 | 29.69 | 42.00 | 16.39 | 53.71 |
| Draw Down(%) | NA | 5.51 | 18.96 | 38.87 | 38.87 | NA | NA | … | … | 5.51 | 9.77 | 18.12 | 8.01 | 38.87 | 6.71 | 20.79 | 3.73 | 12.07 | 12.81 | 8.74 | 5.72 | 10.12 | 23.89 | 16.38 | 29.63 | 51.91 | 10.84 | 9.17 |
| Yield(%) | 0.00 | 1.92 | 1.60 | 2.31 | 5.00 | 6.41 | 3.71 | … | … | 1.35 | 2.00 | 1.52 | 1.57 | 0.00 | 7.19 | 9.93 | 7.58 | 3.74 | 12.04 | 9.57 | 1.71 | 2.14 | 1.23 | 1.36 | 1.89 | 4.19 | 10.97 | 0.38 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| RDERX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS R4) |
-12.48%
Jun 2007 – Jun 2010 |
-3.67%
May 2007 – May 2012 |
4.71%
May 2007 – May 2017 |
5.01%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDERX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS R4) |
24.30%
Feb 2009 – Feb 2012 |
21.56%
Feb 2009 – Feb 2014 |
14.53%
Feb 2009 – Feb 2019 |
11.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart