Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDLIX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS I) | NA | 16.78% | 12.34% | 13.47% | NA | NA | NA | … | … |
Data as of 03/24/2017, Common starting date is 05/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDLIX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS I) | 05/17/2007 | 03/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.10 | 16.78 | 12.34 | 13.47 | NA | NA | NA | … | … | 7.69 | -0.83 | -5.84 | 3.60 | 10.82 | 2.11 | -13.83 | 9.29 | 35.18 | -41.01 | 0.50 |
| Sharpe Ratio | NA | -2.11 | -1.34 | -1.15 | NA | NA | NA | … | … | 2.64 | -2.41 | -1.22 | -0.96 | -0.33 | -0.97 | -1.22 | -0.47 | 0.65 | -1.51 | -1.36 |
| Standard Deviation(%) | NA | 11.51 | 16.54 | 18.30 | NA | NA | NA | … | … | 6.70 | 14.48 | 20.03 | 15.50 | 23.43 | 17.13 | 26.49 | 19.96 | 25.56 | 39.94 | 18.50 |
| Draw Down(%) | NA | 7.35 | 27.77 | 29.24 | NA | NA | NA | … | … | 1.76 | 12.87 | 15.47 | 11.96 | 18.59 | 16.45 | 23.11 | 16.63 | 22.97 | 50.59 | 10.48 |
| Yield(%) | 0.00 | 6.59 | 10.86 | 12.64 | 7.69 | 5.13 | 3.85 | … | … | 0.00 | 6.53 | 13.08 | 12.95 | 23.70 | 11.82 | 15.69 | 6.93 | 0.88 | 0.52 | 0.72 |
Data as of 03/24/2017, 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 |
|---|---|---|---|---|
| RDLIX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS I) |
-8.67%
Jun 2007 – Jun 2010 |
1.10%
Oct 2007 – Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDLIX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS I) |
27.83%
Feb 2009 – Feb 2012 |
23.72%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart