Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFRWX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS W) | NA | 1.63% | 4.98% | 3.09% | 7.41% | NA | NA | … | … |
Data as of 12/14/2018, Common starting date is 12/14/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFRWX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS W) | 12/14/2006 | 12/14/2018 |
| 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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | 1.63 | 4.98 | 3.09 | 7.41 | NA | NA | … | … | 1.09 | 3.99 | 9.54 | -0.32 | 0.93 | 5.39 | 10.30 | 1.20 | 10.25 | 35.37 | -34.66 | -3.69 | 0.53 |
| Sharpe Ratio | NA | 0.19 | 2.51 | 1.50 | 3.02 | NA | NA | … | … | -0.09 | 2.54 | 4.86 | -0.19 | 0.48 | 3.81 | 5.16 | 0.34 | 4.54 | 9.65 | -5.91 | -3.35 | 3.17 |
| Standard Deviation(%) | NA | 1.76 | 1.70 | 1.77 | 2.35 | NA | NA | … | … | 1.77 | 1.33 | 1.92 | 1.82 | 1.90 | 1.40 | 2.00 | 3.41 | 2.24 | 3.66 | 6.00 | 2.00 | 3.40 |
| Draw Down(%) | NA | 2.74 | 2.74 | 5.38 | 6.72 | NA | NA | … | … | 2.74 | 0.66 | 1.97 | 3.92 | 2.87 | 0.88 | 1.41 | 6.72 | 3.10 | 2.69 | 35.19 | 5.84 | 0.20 |
| Yield(%) | 0.00 | 3.98 | 3.97 | 3.72 | 5.14 | 2.26 | 1.69 | … | … | 3.67 | 3.48 | 4.01 | 3.89 | 3.66 | 3.75 | 4.77 | 4.44 | 4.10 | 0.00 | 0.00 | 1.57 | 0.63 |
Data as of 12/14/2018, Common starting date is 12/14/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFRWX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS W) |
-5.19%
Feb 2007 – Feb 2010 |
-0.70%
Jan 2007 – Jan 2012 |
1.86%
Mar 2007 – Mar 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFRWX (COLUMBIA FLOATING RATE FUND COLUMBIA FLOATING RATE FUND CLASS W) |
14.73%
Dec 2008 – Dec 2011 |
11.92%
Dec 2008 – Dec 2013 |
6.84%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart