Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSEVX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS R4) | NA | 15.38% | 1.74% | 2.27% | 4.04% | 6.71% | NA | … | … |
Data as of 11/25/2024, Common starting date is 12/19/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSEVX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS R4) | 12/19/2006 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.37 | 15.38 | 1.74 | 2.27 | 4.04 | 6.71 | NA | … | … | 11.78 | 7.67 | -13.70 | 10.63 | -5.46 | 24.88 | -9.34 | 22.11 | 6.77 | -5.61 | 7.24 | 30.93 | 15.37 | -5.93 | 14.16 | 28.00 | -39.33 | 6.75 | -0.12 |
| Sharpe Ratio | NA | 0.78 | -0.20 | -0.01 | 0.14 | NA | NA | … | … | 0.56 | 0.29 | -0.73 | 0.72 | -0.16 | 2.17 | -0.75 | 3.10 | 0.43 | -0.36 | 0.63 | 2.65 | 1.17 | -0.23 | 0.72 | 0.98 | -0.96 | 0.23 | -0.92 |
| Standard Deviation(%) | NA | 10.94 | 15.63 | 20.73 | 17.35 | NA | NA | … | … | 10.92 | 11.89 | 20.83 | 14.70 | 35.26 | 10.83 | 14.24 | 6.96 | 15.33 | 15.63 | 11.51 | 11.67 | 13.16 | 26.00 | 19.43 | 28.61 | 41.94 | 16.50 | 8.26 |
| Draw Down(%) | NA | 9.36 | 24.66 | 38.34 | 38.34 | NA | NA | … | … | 9.36 | 9.15 | 24.66 | 10.65 | 38.34 | 7.45 | 19.30 | 2.08 | 13.35 | 15.27 | 9.46 | 5.48 | 11.75 | 24.74 | 17.85 | 27.55 | 49.84 | 10.67 | 0.94 |
| Yield(%) | 0.00 | 2.95 | 2.16 | 2.45 | 4.05 | 5.65 | 3.60 | … | … | 2.12 | 2.50 | 1.57 | 2.92 | 0.00 | 10.64 | 8.52 | 2.23 | 2.66 | 4.46 | 14.72 | 5.85 | 1.58 | 1.17 | 0.93 | 1.78 | 6.12 | 7.09 | 0.33 |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| RSEVX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS R4) |
-11.95%
Jun 2007 – Jun 2010 |
-3.41%
May 2007 – May 2012 |
3.40%
Oct 2013 – Oct 2023 |
2.54%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSEVX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS R4) |
23.28%
Feb 2009 – Feb 2012 |
20.78%
Feb 2009 – Feb 2014 |
12.98%
Feb 2009 – Feb 2019 |
9.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart