Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFRIX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS I) | NA | -36.77% | -13.72% | -6.12% | -1.62% | NA | NA | … | … |
Data as of 03/24/2017, Common starting date is 06/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFRIX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS I) | 06/28/2006 | 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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -42.34 | -36.77 | -13.72 | -6.12 | -1.62 | NA | NA | … | … | -41.82 | 10.01 | -0.03 | 1.24 | 5.76 | 10.82 | 1.47 | 11.10 | 42.99 | -30.21 | 1.74 | 3.52 |
| Sharpe Ratio | NA | -0.68 | -0.44 | -0.25 | -0.11 | NA | NA | … | … | -0.79 | 4.71 | -0.03 | 0.62 | 3.71 | 5.36 | 0.42 | 4.47 | 10.86 | -5.00 | -0.48 | 1.82 |
| Standard Deviation(%) | NA | 54.79 | 31.65 | 24.58 | 17.62 | NA | NA | … | … | 115.09 | 2.08 | 1.98 | 1.98 | 1.54 | 2.03 | 3.43 | 2.46 | 3.95 | 6.21 | 2.65 | 2.03 |
| Draw Down(%) | NA | 42.46 | 42.46 | 42.46 | 42.46 | NA | NA | … | … | 42.46 | 1.95 | 3.84 | 2.77 | 0.96 | 1.39 | 6.65 | 3.03 | 2.40 | 31.26 | 3.92 | 0.20 |
| Yield(%) | 0.00 | 4.38 | 4.12 | 4.36 | 4.35 | 3.23 | 2.42 | … | … | 0.67 | 4.44 | 4.29 | 4.07 | 4.11 | 5.14 | 4.83 | 4.89 | 6.63 | 5.54 | 6.96 | 3.67 |
Data as of 03/24/2017, Common starting date is 06/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFRIX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS I) |
-1.28%
Jul 2006 – Jul 2009 |
2.39%
Sep 2006 – Sep 2011 |
4.01%
Feb 2007 – Feb 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFRIX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS I) |
17.25%
Dec 2008 – Dec 2011 |
13.57%
Dec 2008 – Dec 2013 |
4.09%
Dec 2006 – Dec 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart