Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLCAX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS A) | 16.49% | 31.55% | 20.14% | 4.53% | 7.98% | 9.12% | NA | … | … |
Data as of 06/03/2026, Common starting date is 07/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLCAX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS A) | 07/30/2008 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.80 | 31.55 | 20.14 | 4.53 | 7.98 | 9.12 | NA | … | … | 16.49 | 14.67 | 16.24 | 15.40 | -16.61 | 0.35 | 2.11 | 19.25 | -9.35 | 17.75 | 13.88 | -4.12 | 15.41 | 33.35 | 16.35 | 3.20 | 17.53 | 20.25 | -34.48 |
| Sharpe Ratio | NA | 2.68 | 1.29 | 0.10 | 0.31 | NA | NA | … | … | 3.45 | 0.73 | 1.10 | 0.90 | -0.78 | 0.01 | 0.05 | 1.46 | -0.68 | 2.25 | 0.96 | -0.26 | 1.33 | 2.81 | 1.24 | 0.13 | 0.83 | 0.61 | -0.97 |
| Standard Deviation(%) | NA | 10.67 | 13.27 | 19.71 | 19.81 | NA | NA | … | … | 11.70 | 16.13 | 11.49 | 13.14 | 23.34 | 29.59 | 36.67 | 12.15 | 15.75 | 7.63 | 14.22 | 15.68 | 11.61 | 11.87 | 13.29 | 25.00 | 21.00 | 32.84 | 65.37 |
| Draw Down(%) | NA | 6.30 | 17.71 | 35.13 | 37.83 | NA | NA | … | … | 6.30 | 15.15 | 8.21 | 10.56 | 19.26 | 23.94 | 37.83 | 7.91 | 20.63 | 3.73 | 11.14 | 13.43 | 8.63 | 5.55 | 12.02 | 21.13 | 16.69 | 34.00 | 48.85 |
| Yield(%) | 0.00 | 11.86 | 11.17 | 5.33 | 6.85 | 8.06 | 5.56 | … | … | 0.00 | 12.07 | 12.13 | 8.14 | 1.37 | 2.77 | 1.54 | 11.56 | 9.63 | 7.99 | 1.74 | 6.08 | 6.60 | 8.13 | 6.35 | 17.38 | 18.52 | 5.28 | 0.50 |
Data as of 06/03/2026, Common starting date is 07/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLCAX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS A) |
-5.11%
Dec 2019 – Dec 2022 |
-1.58%
Dec 2017 – Dec 2022 |
4.00%
Oct 2013 – Oct 2023 |
5.49%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLCAX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS A) |
27.44%
Feb 2009 – Feb 2012 |
24.29%
Feb 2009 – Feb 2014 |
15.84%
Feb 2009 – Feb 2019 |
11.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart