Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDLFX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS K) | NA | 26.62% | 13.73% | 17.69% | 12.06% | NA | NA | … | … |
Data as of 03/09/2018, Common starting date is 05/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDLFX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS K) | 05/17/2007 | 03/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.83 | 26.62 | 13.73 | 17.69 | 12.06 | NA | NA | … | … | 5.80 | 14.08 | -0.84 | -5.84 | 3.61 | 10.70 | 2.11 | -13.83 | 9.29 | 35.18 | -41.01 | 0.50 |
| Sharpe Ratio | NA | -0.46 | -1.26 | -0.98 | -0.84 | NA | NA | … | … | 0.42 | -0.35 | -2.41 | -1.22 | -0.97 | -0.34 | -0.97 | -1.22 | -0.47 | 0.65 | -1.51 | -1.36 |
| Standard Deviation(%) | NA | 16.75 | 16.91 | 18.12 | 22.84 | NA | NA | … | … | 20.21 | 14.62 | 14.45 | 19.99 | 15.30 | 23.16 | 17.06 | 26.44 | 19.91 | 25.58 | 40.01 | 18.57 |
| Draw Down(%) | NA | 13.58 | 24.87 | 29.03 | 51.26 | NA | NA | … | … | 9.51 | 11.89 | 12.77 | 15.21 | 11.79 | 18.35 | 16.26 | 22.95 | 16.76 | 23.00 | 50.69 | 10.49 |
| Yield(%) | 0.00 | 14.06 | 10.44 | 14.09 | 10.28 | 5.82 | 4.37 | … | … | 0.00 | 15.09 | 6.31 | 12.81 | 12.66 | 23.38 | 11.52 | 15.41 | 6.49 | 0.49 | 0.43 | 0.65 |
Data as of 03/09/2018, Common starting date is 05/17/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDLFX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS K) |
-8.91%
Jun 2007 – Jun 2010 |
0.88%
Oct 2007 – Oct 2012 |
8.13%
Jun 2007 – Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDLFX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS K) |
27.42%
Feb 2009 – Feb 2012 |
23.33%
Feb 2009 – Feb 2014 |
11.23%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart