Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RVGIX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS I) | NA | 1.41% | 2.88% | 2.83% | 3.11% | NA | NA | … | … |
Data as of 03/24/2017, Common starting date is 03/25/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RVGIX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS I) | 03/25/2004 | 03/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 1.41 | 2.88 | 2.83 | 3.11 | NA | NA | … | … | -0.02 | 2.44 | 1.46 | 5.96 | -0.96 | 7.34 | 9.19 | 7.59 | 7.56 | -8.13 | 1.39 | 4.63 | 2.32 | 2.59 |
| Sharpe Ratio | NA | 0.40 | 1.05 | 1.04 | 0.82 | NA | NA | … | … | -0.12 | 0.92 | 0.54 | 2.51 | -0.32 | 3.80 | 3.12 | 2.38 | 2.21 | -1.45 | -0.57 | 0.46 | 0.06 | 0.70 |
| Standard Deviation(%) | NA | 2.92 | 2.64 | 2.64 | 3.35 | NA | NA | … | … | 4.06 | 2.42 | 2.67 | 2.37 | 3.08 | 1.93 | 2.94 | 3.15 | 3.37 | 6.24 | 2.87 | 2.93 | 2.68 | 3.32 |
| Draw Down(%) | NA | 2.95 | 2.95 | 3.47 | 9.98 | NA | NA | … | … | 1.46 | 2.95 | 1.08 | 0.73 | 3.47 | 0.74 | 1.32 | 2.63 | 1.78 | 9.98 | 2.57 | 1.52 | 1.81 | 2.74 |
| Yield(%) | 0.00 | 2.94 | 3.08 | 3.53 | 2.65 | 2.58 | 1.93 | … | … | 0.41 | 2.98 | 3.25 | 3.07 | 3.31 | 5.42 | 3.90 | 2.34 | 0.00 | 0.00 | 0.78 | 4.67 | 4.22 | 3.29 |
Data as of 03/24/2017, Common starting date is 03/25/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RVGIX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS I) |
-0.96%
Jan 2006 – Jan 2009 |
1.20%
Apr 2004 – Apr 2009 |
3.19%
Feb 2007 – Feb 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RVGIX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS I) |
8.54%
Feb 2009 – Feb 2012 |
6.34%
Feb 2009 – Feb 2014 |
3.80%
Jun 2006 – Jun 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart