Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RMCIX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS I) | NA | 21.49% | 5.29% | 11.02% | 4.19% | NA | NA | 5.54% |
Data as of 03/24/2017, AR inception is 12/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMCIX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS I) | 12/17/2004 | 03/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.04 | 21.49 | 5.29 | 11.02 | 4.19 | NA | NA | 5.54 | 0.88 | 17.92 | -5.99 | 7.22 | 35.30 | 18.88 | -7.90 | 23.26 | 37.97 | -49.52 | 4.45 | 7.00 | 10.82 | 1.13 |
| Sharpe Ratio | NA | 1.44 | 0.34 | 0.75 | 0.16 | NA | NA | 0.20 | 0.27 | 1.05 | -0.39 | 0.51 | 2.67 | 1.30 | -0.29 | 1.06 | 1.13 | -1.13 | 0.08 | 0.24 | 0.66 | 4.05 |
| Standard Deviation(%) | NA | 14.76 | 15.46 | 14.96 | 24.35 | NA | NA | 22.67 | 13.25 | 16.83 | 15.43 | 14.06 | 13.22 | 14.61 | 27.79 | 21.76 | 33.42 | 44.47 | 17.50 | 15.67 | 13.05 | 8.76 |
| Draw Down(%) | NA | 8.08 | 24.92 | 24.92 | 66.98 | NA | NA | 66.98 | 5.28 | 14.34 | 14.79 | 12.52 | 5.19 | 11.35 | 27.94 | 18.17 | 29.82 | 56.51 | 13.66 | 12.07 | 8.06 | 0.71 |
| Yield(%) | 0.00 | 0.72 | 6.76 | 7.77 | 3.54 | 3.09 | 2.32 | 3.86 | 0.00 | 0.72 | 5.41 | 15.47 | 10.71 | 1.06 | 0.47 | 1.20 | 0.00 | 0.00 | 0.00 | 0.93 | 0.73 | 0.47 |
Data as of 03/24/2017, AR inception is 12/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMCIX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS I) |
-24.09%
Feb 2006 - Feb 2009 |
-6.28%
Sep 2006 - Sep 2011 |
2.25%
Jan 2006 - Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMCIX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS I) |
29.06%
Feb 2009 - Feb 2012 |
25.97%
Feb 2009 - Feb 2014 |
6.09%
Apr 2005 - Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart