Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLCYX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS K) | NA | 16.80% | 9.88% | 12.89% | NA | NA | NA | … | … |
Data as of 03/09/2018, Common starting date is 07/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLCYX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS K) | 07/29/2008 | 03/09/2018 |
| 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 (%) | 3.02 | 16.80 | 9.88 | 12.89 | NA | NA | NA | … | … | 2.35 | 9.67 | 12.24 | -10.26 | 8.67 | 24.89 | 10.06 | -14.66 | -1.56 | 14.78 | -33.47 |
| Sharpe Ratio | NA | -0.83 | -1.33 | -1.06 | NA | NA | NA | … | … | -0.70 | -0.91 | -1.52 | -1.68 | -0.83 | 0.46 | -0.60 | -1.23 | -0.74 | -0.12 | -1.28 |
| Standard Deviation(%) | NA | 12.94 | 14.61 | 14.04 | NA | NA | NA | … | … | 19.43 | 10.53 | 14.39 | 17.10 | 11.88 | 13.90 | 14.26 | 26.88 | 27.26 | 32.97 | 65.33 |
| Draw Down(%) | NA | 10.56 | 22.06 | 25.39 | NA | NA | NA | … | … | 10.56 | 7.49 | 11.09 | 13.97 | 8.68 | 6.75 | 12.10 | 24.08 | 16.76 | 33.95 | 48.85 |
| Yield(%) | 0.00 | 7.88 | 5.37 | 6.95 | 6.36 | 4.24 | 3.18 | … | … | 0.00 | 8.06 | 1.86 | 6.19 | 6.72 | 8.27 | 6.38 | 17.42 | 18.83 | 5.39 | 0.51 |
Data as of 03/09/2018, Common starting date is 07/29/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLCYX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS K) |
-2.88%
Aug 2008 – Aug 2011 |
5.58%
Aug 2008 – Aug 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RLCYX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS K) |
27.55%
Feb 2009 – Feb 2012 |
24.39%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart