Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RQEYX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS K) | NA | 22.82% | 11.41% | 15.06% | 10.41% | NA | NA | … | … |
Data as of 03/09/2018, Common starting date is 12/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RQEYX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS K) | 12/16/2003 | 03/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.54 | 22.82 | 11.41 | 15.06 | 10.41 | NA | NA | … | … | 4.66 | 24.09 | 7.83 | 0.87 | 15.30 | 33.75 | 15.57 | 5.68 | 15.23 | 21.79 | -38.72 | 5.35 | 15.30 | 2.87 | 7.57 | 2.63 |
| Sharpe Ratio | NA | 2.06 | 0.85 | 1.19 | 0.48 | NA | NA | … | … | 1.36 | 3.27 | 0.57 | 0.05 | 1.33 | 2.98 | 1.20 | 0.25 | 0.81 | 0.77 | -0.92 | 0.14 | 1.05 | 0.06 | 0.53 | 8.68 |
| Standard Deviation(%) | NA | 10.69 | 12.98 | 12.49 | 20.96 | NA | NA | … | … | 19.62 | 7.20 | 13.26 | 15.66 | 11.47 | 11.33 | 13.09 | 22.50 | 18.73 | 28.31 | 43.07 | 17.25 | 11.46 | 11.76 | 12.42 | 10.58 |
| Draw Down(%) | NA | 9.60 | 15.39 | 15.39 | 54.13 | NA | NA | … | … | 9.60 | 2.45 | 11.80 | 12.34 | 7.89 | 5.75 | 10.96 | 17.44 | 16.00 | 29.76 | 49.57 | 11.75 | 9.25 | 7.42 | 9.75 | 1.01 |
| Yield(%) | 0.00 | 6.79 | 3.39 | 3.65 | 3.11 | 3.36 | 2.52 | … | … | 0.00 | 7.12 | 1.46 | 1.37 | 1.35 | 2.36 | 1.71 | 0.69 | 0.89 | 3.86 | 3.07 | 6.26 | 8.88 | 0.75 | 0.63 | 0.42 |
Data as of 03/09/2018, Common starting date is 12/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RQEYX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS K) |
-17.22%
Feb 2006 – Feb 2009 |
-8.81%
Feb 2004 – Feb 2009 |
5.88%
Jan 2004 – Jan 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RQEYX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS K) |
27.57%
Feb 2009 – Feb 2012 |
23.57%
Feb 2009 – Feb 2014 |
9.49%
Feb 2008 – Feb 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart