Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RSEDX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS R5) | 9.54% | 6.43% | 6.34% | 8.91% | 7.64% | 9.49% | NA | 6.27% |
Data as of 07/25/2025, AR inception is 12/19/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSEDX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS R5) | 12/19/2006 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.78 | 6.43 | 6.34 | 8.91 | 7.64 | 9.49 | NA | 6.27 | 9.54 | 7.51 | 5.48 | -11.53 | 17.46 | 5.65 | 30.21 | -10.92 | 17.00 | 14.98 | -1.90 | 11.79 | 31.30 | 15.29 | -4.94 | 17.61 | 27.45 | -40.12 | 8.24 | -8.46 |
| Sharpe Ratio | NA | 0.18 | 0.18 | 0.42 | 0.33 | NA | NA | 0.24 | 0.74 | 0.07 | 0.10 | -0.61 | 1.19 | 0.14 | 2.40 | -0.78 | 2.17 | 1.02 | -0.12 | 1.00 | 2.72 | 1.24 | -0.20 | 0.91 | 0.92 | -0.97 | 0.32 | -1.85 |
| Standard Deviation(%) | NA | 18.49 | 16.08 | 16.35 | 18.56 | NA | NA | 20.68 | 19.67 | 13.13 | 12.52 | 21.07 | 14.70 | 37.66 | 11.99 | 15.67 | 7.57 | 14.43 | 15.88 | 11.81 | 11.51 | 12.34 | 24.86 | 19.25 | 29.72 | 41.99 | 16.41 | 53.66 |
| Draw Down(%) | NA | 21.63 | 21.63 | 21.63 | 38.52 | NA | NA | 58.76 | 15.62 | 13.02 | 9.76 | 18.08 | 7.99 | 38.52 | 6.70 | 20.86 | 3.71 | 12.17 | 12.87 | 8.71 | 5.65 | 10.01 | 23.61 | 16.53 | 29.69 | 51.62 | 10.83 | 9.17 |
| Yield(%) | 0.00 | 1.11 | 1.66 | 1.99 | 4.85 | 6.74 | 3.99 | 4.43 | 0.33 | 1.77 | 2.04 | 1.56 | 1.62 | 1.65 | 7.27 | 9.98 | 7.65 | 3.83 | 12.12 | 9.68 | 1.97 | 2.64 | 1.77 | 2.42 | 2.42 | 4.58 | 11.30 | 0.39 |
Data as of 07/25/2025, 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 |
|---|---|---|---|---|
| RSEDX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS R5) |
-11.86%
Jun 2007 - Jun 2010 |
-3.08%
May 2007 - May 2012 |
5.10%
May 2007 - May 2017 |
5.41%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSEDX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS R5) |
25.22%
Feb 2009 - Feb 2012 |
22.22%
Feb 2009 - Feb 2014 |
14.87%
Feb 2009 - Feb 2019 |
12.19%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart