Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSVRX (COLUMBIA SELECT SMALLER-CAP VALUE FUND COLUMBIA SELECT SMALLER-CAP VALUE FUND-CLASS R) | NA | 8.97% | 0.18% | 6.31% | 5.76% | 11.29% | 6.88% | … | … |
Data as of 04/19/2024, Common starting date is 06/12/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSVRX (COLUMBIA SELECT SMALLER-CAP VALUE FUND COLUMBIA SELECT SMALLER-CAP VALUE FUND-CLASS R) | 06/12/2003 | 04/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.53 | 8.97 | 0.18 | 6.31 | 5.76 | 11.29 | 6.88 | … | … | -1.01 | 12.19 | -15.51 | 31.25 | 9.53 | 18.42 | -13.94 | 12.38 | 12.47 | -4.12 | 4.86 | 47.76 | 15.20 | -9.49 | 26.48 | 36.01 | -41.30 | 6.17 | 21.27 | -3.39 | 20.15 | 20.96 |
| Sharpe Ratio | NA | 0.29 | -0.10 | 0.17 | 0.21 | NA | NA | … | … | -0.42 | 0.41 | -0.65 | 1.51 | 0.19 | 1.09 | -0.88 | 1.07 | 0.63 | -0.25 | 0.32 | 3.19 | 0.86 | -0.29 | 1.10 | 0.99 | -0.95 | 0.17 | 1.14 | -0.38 | 1.10 | 2.13 |
| Standard Deviation(%) | NA | 17.89 | 21.50 | 28.35 | 23.03 | NA | NA | … | … | 16.44 | 19.37 | 25.89 | 20.70 | 47.94 | 15.56 | 17.45 | 10.98 | 19.32 | 16.71 | 14.99 | 14.96 | 17.66 | 33.11 | 24.06 | 36.44 | 44.52 | 18.77 | 15.88 | 14.77 | 17.40 | 18.86 |
| Draw Down(%) | NA | 17.39 | 24.13 | 47.55 | 49.04 | NA | NA | … | … | 7.07 | 17.48 | 24.13 | 10.78 | 47.55 | 12.32 | 24.96 | 6.02 | 17.11 | 17.09 | 14.23 | 6.30 | 15.52 | 33.12 | 19.26 | 36.01 | 58.11 | 13.83 | 15.92 | 14.52 | 15.24 | 6.86 |
| Yield(%) | 0.00 | 7.15 | 5.67 | 5.73 | 6.65 | 12.86 | 7.08 | … | … | 0.00 | 7.29 | 3.87 | 9.06 | 7.12 | 0.03 | 6.38 | 13.98 | 7.04 | 11.14 | 11.36 | 9.40 | 3.23 | 4.84 | 0.00 | 0.00 | 1.23 | 17.00 | 9.02 | 2.59 | 3.03 | 0.00 |
Data as of 04/19/2024, Common starting date is 06/12/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSVRX (COLUMBIA SELECT SMALLER-CAP VALUE FUND COLUMBIA SELECT SMALLER-CAP VALUE FUND-CLASS R) |
-18.59%
Feb 2006 – Feb 2009 |
-8.98%
Feb 2004 – Feb 2009 |
3.98%
Mar 2010 – Mar 2020 |
3.57%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSVRX (COLUMBIA SELECT SMALLER-CAP VALUE FUND COLUMBIA SELECT SMALLER-CAP VALUE FUND-CLASS R) |
32.06%
Feb 2009 – Feb 2012 |
28.14%
Feb 2009 – Feb 2014 |
15.86%
Feb 2009 – Feb 2019 |
12.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart