Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RMCRX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS R4) | NA | -13.38% | -2.14% | 0.56% | 7.61% | NA | NA | 3.59% |
Data as of 07/10/2020, AR inception is 12/19/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMCRX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS R4) | 12/19/2006 | 07/10/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.54 | -13.38 | -2.14 | 0.56 | 7.61 | NA | NA | 3.59 | -17.30 | 23.67 | -16.50 | 12.98 | 17.63 | -6.09 | 6.75 | 35.11 | 18.14 | -8.42 | 22.62 | 39.54 | -44.37 | 10.06 | -9.18 |
| Sharpe Ratio | NA | -0.35 | -0.12 | -0.01 | 0.35 | NA | NA | 0.12 | -0.57 | 1.58 | -1.07 | 1.10 | 1.03 | -0.40 | 0.48 | 2.63 | 1.25 | -0.30 | 1.03 | 1.18 | -1.03 | 0.43 | -1.77 |
| Standard Deviation(%) | NA | 40.29 | 26.09 | 22.63 | 20.43 | NA | NA | 24.13 | 54.04 | 14.11 | 16.61 | 11.22 | 16.91 | 15.48 | 14.10 | 13.35 | 14.57 | 27.84 | 21.79 | 33.35 | 43.70 | 16.54 | 56.63 |
| Draw Down(%) | NA | 43.04 | 43.23 | 43.23 | 43.23 | NA | NA | 61.60 | 43.04 | 9.10 | 25.15 | 5.90 | 14.49 | 14.86 | 12.60 | 5.19 | 11.46 | 28.06 | 18.24 | 29.90 | 56.65 | 12.65 | 9.58 |
| Yield(%) | 0.00 | 4.17 | 6.85 | 5.38 | 8.38 | 4.35 | 3.26 | 5.02 | 0.00 | 4.91 | 7.21 | 9.68 | 0.54 | 5.55 | 15.66 | 10.61 | 0.45 | 0.00 | 0.67 | 1.79 | 5.30 | 6.17 | 0.80 |
Data as of 07/10/2020, AR inception is 12/19/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMCRX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS R4) |
-11.36%
Jun 2007 - Jun 2010 |
-3.60%
Mar 2015 - Mar 2020 |
4.49%
Mar 2010 - Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMCRX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS R4) |
29.03%
Feb 2009 - Feb 2012 |
25.80%
Feb 2009 - Feb 2014 |
14.84%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart