Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSCMX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS R5) | NA | -13.28% | -2.06% | 0.63% | 7.80% | NA | NA | … | … |
Data as of 07/10/2020, Common starting date is 12/19/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSCMX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS R5) | 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 (%) | -1.52 | -13.28 | -2.06 | 0.63 | 7.80 | NA | NA | … | … | -17.30 | 23.91 | -16.55 | 13.15 | 17.72 | -6.01 | 6.87 | 35.41 | 18.70 | -8.01 | 23.22 | 40.42 | -44.09 | 10.59 | -9.17 |
| Sharpe Ratio | NA | -0.35 | -0.12 | -0.01 | 0.36 | NA | NA | … | … | -0.57 | 1.60 | -1.07 | 1.13 | 1.04 | -0.39 | 0.49 | 2.66 | 1.29 | -0.29 | 1.07 | 1.21 | -1.03 | 0.46 | -1.77 |
| Standard Deviation(%) | NA | 40.31 | 26.11 | 22.62 | 20.40 | NA | NA | … | … | 54.09 | 14.07 | 16.66 | 11.15 | 16.80 | 15.49 | 14.10 | 13.29 | 14.54 | 27.76 | 21.72 | 33.27 | 43.74 | 16.57 | 56.56 |
| Draw Down(%) | NA | 43.01 | 43.15 | 43.15 | 43.15 | NA | NA | … | … | 43.01 | 9.15 | 25.13 | 5.92 | 14.40 | 14.86 | 12.55 | 5.23 | 11.45 | 27.93 | 18.18 | 29.86 | 56.55 | 12.62 | 9.57 |
| Yield(%) | 0.00 | 4.19 | 6.82 | 5.37 | 8.54 | 4.50 | 3.37 | … | … | 0.00 | 4.94 | 7.18 | 9.59 | 0.64 | 5.48 | 15.58 | 10.77 | 1.02 | 0.44 | 1.15 | 2.25 | 5.47 | 6.26 | 0.81 |
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 |
|---|---|---|---|---|
| RSCMX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS R5) |
-10.90%
Jun 2007 – Jun 2010 |
-3.51%
Mar 2015 – Mar 2020 |
4.71%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSCMX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS R5) |
29.70%
Feb 2009 – Feb 2012 |
26.32%
Feb 2009 – Feb 2014 |
15.13%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart