Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSORX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS K) | NA | 11.49% | 8.61% | 10.16% | 8.92% | NA | NA | … | … |
Data as of 03/09/2018, Common starting date is 01/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSORX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS K) | 01/08/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.50 | 11.49 | 8.61 | 10.16 | 8.92 | NA | NA | … | … | 1.03 | 14.40 | 13.53 | -2.56 | 9.83 | 25.99 | 13.33 | 6.69 | 16.97 | 29.02 | -34.01 |
| Sharpe Ratio | NA | 1.11 | 0.69 | 0.88 | 0.45 | NA | NA | … | … | 0.25 | 2.18 | 1.12 | -0.17 | 1.01 | 2.48 | 1.20 | 0.32 | 0.98 | 1.09 | -0.90 |
| Standard Deviation(%) | NA | 9.66 | 11.95 | 11.36 | 19.14 | NA | NA | … | … | 18.05 | 6.34 | 11.87 | 14.82 | 9.75 | 10.48 | 11.14 | 20.85 | 17.19 | 26.44 | 39.17 |
| Draw Down(%) | NA | 9.73 | 13.85 | 13.85 | 50.71 | NA | NA | … | … | 9.73 | 3.78 | 7.65 | 13.85 | 7.35 | 5.87 | 8.59 | 17.16 | 14.30 | 27.76 | 46.01 |
| Yield(%) | 0.00 | 11.69 | 7.17 | 9.29 | 7.32 | 4.43 | 3.32 | … | … | 0.00 | 12.02 | 4.30 | 5.40 | 16.21 | 8.26 | 4.44 | 3.80 | 3.95 | 5.16 | 2.77 |
Data as of 03/09/2018, Common starting date is 01/08/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSORX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS K) |
3.31%
Feb 2008 – Feb 2011 |
6.30%
Feb 2008 – Feb 2013 |
8.24%
Feb 2008 – Feb 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSORX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS K) |
28.73%
Feb 2009 – Feb 2012 |
23.32%
Feb 2009 – Feb 2014 |
8.24%
Feb 2008 – Feb 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart