Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSGYX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS K) | NA | 2.13% | 1.46% | 1.72% | 4.62% | 3.95% | NA | … | … |
Data as of 03/09/2018, Common starting date is 02/25/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSGYX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS K) | 02/25/2002 | 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 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 2.13 | 1.46 | 1.72 | 4.62 | 3.95 | NA | … | … | -1.30 | 3.07 | 2.10 | 1.16 | 5.51 | -1.49 | 7.05 | 8.92 | 9.81 | 12.78 | -1.20 | 5.44 | 1.18 | 2.08 | 4.27 | 2.13 | 6.47 |
| Sharpe Ratio | NA | 0.52 | 0.42 | 0.56 | 1.27 | NA | NA | … | … | -2.37 | 0.89 | 0.79 | 0.42 | 2.44 | -0.51 | 3.68 | 2.91 | 2.80 | 3.47 | -0.29 | 0.72 | -0.80 | -0.03 | 1.01 | 0.45 | 2.22 |
| Standard Deviation(%) | NA | 2.63 | 2.66 | 2.68 | 3.49 | NA | NA | … | … | 3.30 | 2.76 | 2.39 | 2.68 | 2.25 | 2.97 | 1.91 | 3.05 | 3.47 | 3.66 | 7.27 | 3.39 | 2.66 | 2.69 | 3.29 | 3.21 | 2.94 |
| Draw Down(%) | NA | 1.93 | 2.99 | 3.42 | 5.65 | NA | NA | … | … | 1.93 | 1.48 | 2.99 | 1.08 | 0.74 | 3.42 | 0.61 | 1.13 | 2.65 | 1.78 | 5.96 | 2.01 | 3.17 | 1.81 | 2.99 | 2.43 | 1.59 |
| Yield(%) | 0.00 | 2.90 | 2.77 | 2.76 | 4.10 | 3.75 | 3.11 | … | … | 0.56 | 2.68 | 2.66 | 2.97 | 2.64 | 2.98 | 5.15 | 3.66 | 4.46 | 4.96 | 6.96 | 4.69 | 1.37 | 4.19 | 3.81 | 3.28 | 3.39 |
Data as of 03/09/2018, Common starting date is 02/25/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSGYX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS K) |
1.34%
Feb 2015 – Feb 2018 |
1.76%
Feb 2013 – Feb 2018 |
4.43%
Feb 2008 – Feb 2018 |
3.96%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSGYX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS K) |
10.62%
Feb 2009 – Feb 2012 |
7.74%
Jul 2007 – Jul 2012 |
5.39%
Mar 2002 – Mar 2012 |
4.46%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart