Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLCWX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS W) | NA | -14.94% | 4.40% | 5.06% | 11.36% | NA | NA | … | … |
Data as of 12/14/2018, Common starting date is 07/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLCWX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS W) | 07/30/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.75 | -14.94 | 4.40 | 5.06 | 11.36 | NA | NA | … | … | -16.14 | 17.62 | 13.77 | -4.00 | 15.16 | 33.32 | 16.39 | 2.60 | 17.62 | 20.11 | -34.51 |
| Sharpe Ratio | NA | -0.90 | 0.26 | 0.34 | 0.58 | NA | NA | … | … | -0.98 | 2.23 | 0.94 | -0.26 | 1.31 | 2.80 | 1.24 | 0.10 | 0.84 | 0.61 | -0.97 |
| Standard Deviation(%) | NA | 18.14 | 14.20 | 13.97 | 18.71 | NA | NA | … | … | 18.47 | 7.66 | 14.30 | 15.75 | 11.54 | 11.87 | 13.33 | 25.01 | 20.97 | 32.87 | 65.46 |
| Draw Down(%) | NA | 21.99 | 21.99 | 21.99 | 34.09 | NA | NA | … | … | 21.99 | 3.80 | 11.18 | 13.55 | 8.68 | 5.55 | 12.09 | 21.23 | 16.69 | 34.09 | 48.85 |
| Yield(%) | 0.00 | 0.00 | 5.88 | 5.82 | 9.75 | 4.05 | 3.04 | … | … | 0.00 | 7.93 | 1.73 | 6.04 | 6.56 | 8.09 | 6.31 | 17.02 | 18.32 | 5.32 | 0.37 |
Data as of 12/14/2018, 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 |
|---|---|---|---|---|
| RLCWX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS W) |
-3.15%
Aug 2008 – Aug 2011 |
5.32%
Aug 2008 – Aug 2013 |
8.51%
Aug 2008 – Aug 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLCWX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS W) |
27.28%
Feb 2009 – Feb 2012 |
24.17%
Feb 2009 – Feb 2014 |
12.92%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart