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Performance Comparison
Comparison Box

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