Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLCOX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS R) | NA | 17.31% | 8.20% | 9.88% | 8.67% | 12.66% | NA | … | … |
Data as of 04/19/2024, Common starting date is 07/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLCOX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS R) | 07/30/2008 | 04/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.37 | 17.31 | 8.20 | 9.88 | 8.67 | 12.66 | NA | … | … | 6.68 | 15.20 | -7.54 | 29.26 | 1.78 | 18.90 | -9.48 | 17.44 | 13.46 | -4.25 | 15.09 | 32.94 | 16.02 | 2.88 | 17.22 | 19.80 | -34.49 |
| Sharpe Ratio | NA | 1.16 | 0.38 | 0.39 | 0.43 | NA | NA | … | … | 1.94 | 0.84 | -0.44 | 2.08 | 0.04 | 1.43 | -0.69 | 2.19 | 0.93 | -0.27 | 1.30 | 2.73 | 1.21 | 0.11 | 0.82 | 0.60 | -0.97 |
| Standard Deviation(%) | NA | 11.60 | 15.78 | 21.25 | 17.72 | NA | NA | … | … | 10.43 | 13.17 | 20.49 | 14.05 | 36.38 | 12.20 | 15.67 | 7.72 | 14.33 | 15.78 | 11.57 | 12.03 | 13.27 | 24.98 | 20.87 | 32.79 | 65.54 |
| Draw Down(%) | NA | 10.53 | 18.34 | 37.82 | 37.82 | NA | NA | … | … | 5.93 | 10.53 | 18.34 | 5.32 | 37.82 | 8.00 | 20.88 | 3.82 | 11.21 | 13.60 | 8.63 | 5.57 | 12.14 | 21.23 | 16.80 | 33.95 | 48.89 |
| Yield(%) | 0.00 | 7.47 | 13.41 | 11.35 | 9.27 | 14.11 | 6.09 | … | … | 0.00 | 7.86 | 10.40 | 30.55 | 1.31 | 11.26 | 9.35 | 7.70 | 1.48 | 5.81 | 6.31 | 7.83 | 6.06 | 17.05 | 18.06 | 4.87 | 0.33 |
Data as of 04/19/2024, 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 |
|---|---|---|---|---|
| RLCOX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS R) |
-3.42%
Aug 2008 – Aug 2011 |
0.68%
Mar 2015 – Mar 2020 |
7.41%
Mar 2010 – Mar 2020 |
7.78%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLCOX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS R) |
27.00%
Feb 2009 – Feb 2012 |
23.90%
Feb 2009 – Feb 2014 |
15.50%
Feb 2009 – Feb 2019 |
13.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart