Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDLCX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS C) | -0.71% | 16.08% | 18.35% | 11.66% | 14.85% | 14.07% | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/21/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDLCX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS C) | 09/21/2007 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.68 | 16.08 | 18.35 | 11.66 | 14.85 | 14.07 | NA | … | … | -0.71 | 8.90 | 14.55 | 31.16 | -36.93 | 0.52 | 11.79 | 27.35 | -4.65 | 28.24 | 4.40 | 6.16 | 15.36 | 33.89 | 12.80 | 1.43 | 15.11 | 34.46 | -41.21 | -1.59 |
| Sharpe Ratio | NA | 1.09 | 0.86 | 0.46 | 0.64 | NA | NA | … | … | 0.07 | 0.24 | 0.38 | 1.60 | -1.17 | 0.02 | 0.30 | 1.75 | -0.31 | 3.60 | 0.31 | 0.39 | 1.22 | 2.98 | 0.96 | 0.06 | 0.80 | 1.35 | -1.05 | -0.40 |
| Standard Deviation(%) | NA | 16.31 | 19.37 | 21.40 | 20.92 | NA | NA | … | … | 18.32 | 25.60 | 20.69 | 17.02 | 32.84 | 30.92 | 37.79 | 14.80 | 19.49 | 7.70 | 13.44 | 15.74 | 12.62 | 11.36 | 13.40 | 22.88 | 18.86 | 25.45 | 40.00 | 19.88 |
| Draw Down(%) | NA | 16.25 | 25.05 | 31.40 | 31.88 | NA | NA | … | … | 14.83 | 24.74 | 13.28 | 11.25 | 38.38 | 25.72 | 31.88 | 9.82 | 21.92 | 2.25 | 12.83 | 11.47 | 8.76 | 6.24 | 10.44 | 19.35 | 16.70 | 23.15 | 51.04 | 10.36 |
| Yield(%) | 0.00 | 10.28 | 10.90 | 11.44 | 13.83 | 12.69 | 8.50 | … | … | 0.00 | 10.33 | 13.24 | 8.30 | 8.88 | 28.32 | 15.01 | 9.46 | 13.39 | 15.28 | 5.80 | 12.39 | 12.41 | 22.88 | 10.79 | 14.70 | 6.06 | 0.00 | 0.00 | 0.45 |
Data as of 06/10/2026, Common starting date is 09/21/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDLCX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS C) |
-6.28%
Oct 2007 – Oct 2010 |
0.06%
Oct 2007 – Oct 2012 |
7.69%
Oct 2007 – Oct 2017 |
8.12%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDLCX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS C) |
27.78%
Dec 2022 – Dec 2025 |
22.41%
Feb 2009 – Feb 2014 |
17.28%
Dec 2011 – Dec 2021 |
16.38%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart