Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMVTX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS R) | NA | -13.64% | -2.56% | 0.08% | 7.16% | NA | NA | … | … |
Data as of 07/10/2020, Common starting date is 12/19/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMVTX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS R) | 12/19/2006 | 07/10/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.33 | -13.64 | -2.56 | 0.08 | 7.16 | NA | NA | … | … | -17.33 | 23.02 | -16.98 | 12.52 | 16.96 | -6.59 | 6.21 | 34.54 | 17.82 | -8.57 | 22.41 | 39.39 | -44.55 | 9.79 | -9.18 |
| Sharpe Ratio | NA | -0.36 | -0.14 | -0.03 | 0.33 | NA | NA | … | … | -0.57 | 1.54 | -1.10 | 1.07 | 0.99 | -0.43 | 0.44 | 2.59 | 1.24 | -0.31 | 1.03 | 1.18 | -1.03 | 0.41 | -1.77 |
| Standard Deviation(%) | NA | 40.24 | 26.07 | 22.60 | 20.39 | NA | NA | … | … | 54.03 | 14.06 | 16.62 | 11.17 | 16.90 | 15.33 | 14.07 | 13.33 | 14.50 | 27.75 | 21.71 | 33.31 | 43.83 | 16.51 | 56.63 |
| Draw Down(%) | NA | 43.12 | 43.71 | 43.71 | 43.71 | NA | NA | … | … | 43.12 | 9.24 | 25.33 | 6.02 | 14.51 | 14.98 | 12.71 | 5.22 | 11.52 | 28.04 | 18.18 | 29.96 | 56.77 | 12.67 | 9.58 |
| Yield(%) | 0.00 | 3.79 | 6.61 | 5.13 | 8.01 | 4.17 | 3.12 | … | … | 0.00 | 4.45 | 6.88 | 9.66 | 0.04 | 5.62 | 15.66 | 10.19 | 0.19 | 0.00 | 0.40 | 1.48 | 5.23 | 6.12 | 0.80 |
Data as of 07/10/2020, Common starting date is 12/19/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMVTX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS R) |
-11.58%
Jun 2007 – Jun 2010 |
-4.07%
Mar 2015 – Mar 2020 |
4.05%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMVTX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS R) |
28.73%
Feb 2009 – Feb 2012 |
25.43%
Feb 2009 – Feb 2014 |
14.38%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart