Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGIEX (COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS T) | NA | 23.37% | 9.20% | 14.28% | 11.36% | 14.03% | 10.33% | … | … |
Data as of 12/08/2023, Common starting date is 03/16/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGIEX (COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS T) | 03/16/1993 | 12/08/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 23.37 | 9.20 | 14.28 | 11.36 | 14.03 | 10.33 | … | … | 27.17 | -18.82 | 23.86 | 21.93 | 32.55 | -9.14 | 21.42 | 8.38 | 2.81 | 12.42 | 35.28 | 18.34 | -1.18 | 16.20 | 36.87 | -35.68 | 12.24 | 14.37 | 11.03 | 5.66 | 22.19 | -25.11 | -5.95 | 3.65 | 6.74 | 15.86 | 29.19 | 19.85 | 21.98 | 0.13 | 3.54 |
| Sharpe Ratio | NA | 1.37 | 0.42 | 0.60 | 0.59 | NA | NA | … | … | 1.84 | -0.84 | 1.74 | 0.64 | 2.47 | -0.61 | 3.10 | 0.61 | 0.18 | 1.06 | 3.08 | 1.40 | -0.05 | 0.83 | 1.25 | -0.91 | 0.61 | 1.15 | 0.88 | 0.40 | 1.27 | -1.01 | -0.44 | -0.02 | 0.24 | 0.72 | 1.86 | 1.71 | 2.07 | -0.31 | 0.35 |
| Standard Deviation(%) | NA | 13.98 | 17.78 | 21.49 | 17.79 | NA | NA | … | … | 13.52 | 24.16 | 13.70 | 33.95 | 12.63 | 17.13 | 6.73 | 13.40 | 15.76 | 11.69 | 11.46 | 13.16 | 24.45 | 19.30 | 29.39 | 40.25 | 15.26 | 9.66 | 10.08 | 11.85 | 16.88 | 25.92 | 19.19 | 18.61 | 14.86 | 17.33 | 13.73 | 9.47 | 8.77 | 9.20 | 6.76 |
| Draw Down(%) | NA | 9.43 | 24.44 | 32.45 | 32.45 | NA | NA | … | … | 9.43 | 24.44 | 5.39 | 32.45 | 7.06 | 20.48 | 2.22 | 10.37 | 12.24 | 8.12 | 5.57 | 10.51 | 20.70 | 17.44 | 24.87 | 46.65 | 8.64 | 7.69 | 7.11 | 10.17 | 13.99 | 34.32 | 25.38 | 10.57 | 16.22 | 21.29 | 8.56 | 7.25 | 5.78 | 7.47 | 2.83 |
| Yield(%) | 0.00 | 9.31 | 9.79 | 11.55 | 8.84 | 14.22 | 9.70 | … | … | 0.00 | 7.73 | 15.18 | 8.55 | 7.16 | 8.25 | 6.49 | 1.57 | 5.52 | 7.49 | 7.48 | 0.98 | 2.61 | 0.56 | 0.60 | 0.48 | 10.92 | 8.77 | 6.17 | 3.43 | 0.34 | 0.22 | 2.99 | 8.59 | 6.36 | 7.10 | 21.40 | 11.34 | 2.42 | 2.07 | 2.05 |
Data as of 12/08/2023, Common starting date is 03/16/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGIEX (COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS T) |
-12.29%
Mar 2000 – Mar 2003 |
-4.93%
Mar 1998 – Mar 2003 |
-2.19%
Feb 1999 – Feb 2009 |
3.71%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGIEX (COLUMBIA CONTRARIAN CORE FUND COLUMBIA CONTRARIAN CORE FUND CLASS T) |
26.41%
Feb 2009 – Feb 2012 |
23.98%
Feb 2009 – Feb 2014 |
16.41%
Sep 2011 – Sep 2021 |
14.06%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart