Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSIPX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS R5) | 7.92% | 24.61% | 20.34% | 7.64% | 11.27% | 11.98% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/19/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSIPX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS R5) | 12/19/2006 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 24.61 | 20.34 | 7.64 | 11.27 | 11.98 | NA | … | … | 7.92 | 14.60 | 25.94 | 24.43 | -23.82 | 13.37 | 9.63 | 24.76 | -3.71 | 24.48 | 8.00 | 1.23 | 15.51 | 34.04 | 15.97 | 5.77 | 15.78 | 21.86 | -38.55 | 5.57 | -6.96 |
| Sharpe Ratio | NA | 1.84 | 1.16 | 0.27 | 0.50 | NA | NA | … | … | 1.25 | 0.62 | 1.73 | 1.57 | -1.00 | 0.62 | 0.27 | 1.77 | -0.29 | 3.32 | 0.58 | 0.08 | 1.34 | 3.02 | 1.23 | 0.25 | 0.84 | 0.77 | -0.91 | 0.14 | -2.18 |
| Standard Deviation(%) | NA | 12.18 | 15.12 | 18.92 | 19.26 | NA | NA | … | … | 13.42 | 19.11 | 12.87 | 13.38 | 25.35 | 21.37 | 34.98 | 13.19 | 17.38 | 7.21 | 13.41 | 15.63 | 11.53 | 11.26 | 13.03 | 22.82 | 18.71 | 28.32 | 43.17 | 17.16 | 44.15 |
| Draw Down(%) | NA | 8.97 | 20.51 | 34.27 | 34.29 | NA | NA | … | … | 8.97 | 20.51 | 8.25 | 10.57 | 24.92 | 16.12 | 34.29 | 8.23 | 19.84 | 2.46 | 11.85 | 12.38 | 7.92 | 5.64 | 10.99 | 17.47 | 16.03 | 29.83 | 49.57 | 11.64 | 7.76 |
| Yield(%) | 0.00 | 11.94 | 11.14 | 5.81 | 7.80 | 9.76 | 6.10 | … | … | 0.00 | 11.86 | 13.71 | 4.97 | 0.80 | 1.26 | 1.36 | 11.73 | 7.87 | 7.42 | 1.72 | 1.63 | 1.62 | 2.64 | 2.03 | 1.13 | 1.16 | 4.11 | 3.20 | 6.47 | 1.07 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| RSIPX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS R5) |
-11.64%
Jun 2007 – Jun 2010 |
-1.35%
May 2007 – May 2012 |
6.55%
Jan 2007 – Jan 2017 |
6.21%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSIPX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS R5) |
27.89%
Feb 2009 – Feb 2012 |
23.90%
Feb 2009 – Feb 2014 |
17.36%
Feb 2009 – Feb 2019 |
13.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart