Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 03/09/2018.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RMCVX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS K) | NA | 12.98% | 7.96% | 10.40% | 8.21% | 12.30% | NA | 11.24% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMCVX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS K) | 12/18/2002 | 03/09/2018 |
The return data shown below all have the same latest date: 03/09/2018.
AR inception is since 12/18/2002.
AR inception is since 12/18/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.04 | 12.98 | 7.96 | 10.40 | 8.21 | 12.30 | NA | 11.24 | 2.83 | 12.86 | 17.46 | -6.34 | 6.73 | 34.89 | 18.54 | -8.28 | 22.99 | 39.93 | -44.28 | 10.50 | 17.10 | 10.42 | 22.94 | 48.09 | -0.91 |
| Sharpe Ratio | NA | 0.97 | 0.51 | 0.70 | 0.33 | NA | NA | 0.49 | 0.81 | 1.09 | 1.02 | -0.41 | 0.48 | 2.61 | 1.29 | -0.30 | 1.06 | 1.20 | -1.03 | 0.45 | 1.10 | 0.62 | 1.76 | 2.61 | -1.75 |
| Standard Deviation(%) | NA | 12.58 | 14.93 | 14.52 | 23.38 | NA | NA | 20.94 | 18.54 | 11.22 | 16.87 | 15.38 | 14.09 | 13.35 | 14.47 | 27.66 | 21.66 | 33.32 | 43.73 | 16.59 | 12.65 | 13.21 | 12.50 | 18.18 | 14.76 |
| Draw Down(%) | NA | 9.64 | 25.09 | 25.09 | 58.73 | NA | NA | 61.41 | 9.64 | 5.95 | 14.37 | 14.92 | 12.59 | 5.24 | 11.35 | 28.00 | 18.21 | 29.86 | 56.61 | 12.71 | 12.11 | 7.97 | 9.14 | 18.28 | 1.87 |
| Yield(%) | 0.00 | 9.29 | 5.15 | 8.46 | 5.86 | 11.35 | 7.37 | 9.82 | 0.00 | 9.48 | 0.40 | 5.49 | 15.44 | 10.51 | 0.71 | 0.19 | 0.90 | 1.98 | 5.33 | 6.04 | 10.88 | 0.56 | 0.42 | 0.09 | 0.49 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMCVX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS K) |
-17.64%
Feb 2006 - Feb 2009 |
-5.46%
Feb 2004 - Feb 2009 |
4.70%
Jan 2006 - Jan 2016 |
11.60%
Feb 2003 - Feb 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMCVX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS K) |
33.77%
Mar 2003 - Mar 2006 |
25.99%
Feb 2009 - Feb 2014 |
12.89%
Mar 2003 - Mar 2013 |
11.64%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart