Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UMECX (Columbia Select Opportunities Z ) | NA | 13.21% | -1.41% | 2.73% | NA | NA | NA | 7.01% |
Data as of 04/04/2011, AR inception is 04/14/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMECX (Columbia Select Opportunities Z ) | 04/14/2004 | 04/04/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.21 | -1.41 | 2.73 | NA | NA | NA | 7.01 | 3.01 | 17.68 | 34.36 | -43.86 | 16.01 | 19.42 | 6.81 | 11.02 |
| Sharpe Ratio | NA | 0.71 | -0.05 | 0.05 | NA | NA | NA | 0.18 | 0.92 | 0.84 | 1.10 | -0.93 | 0.72 | 1.32 | 0.46 | 1.44 |
| Standard Deviation(%) | NA | 20.30 | 34.94 | 29.67 | NA | NA | NA | 25.31 | 13.32 | 20.91 | 31.18 | 48.02 | 18.21 | 12.26 | 10.06 | 10.17 |
| Draw Down(%) | NA | 17.08 | 59.19 | 59.73 | NA | NA | NA | 59.73 | 4.44 | 17.08 | 27.77 | 59.19 | 13.51 | 11.40 | 8.00 | 6.02 |
| Yield(%) | 0.00 | 0.13 | 0.80 | 1.46 | 1.03 | 0.69 | 0.52 | 1.72 | 0.00 | 0.14 | 0.86 | 1.71 | 3.75 | 0.59 | 0.45 | 0.32 |
Data as of 04/04/2011, AR inception is 04/14/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMECX (Columbia Select Opportunities Z ) |
-14.56%
Feb 2006 - Feb 2009 |
-0.46%
Jun 2004 - Jun 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMECX (Columbia Select Opportunities Z ) |
18.78%
Oct 2004 - Oct 2007 |
4.22%
Apr 2005 - Apr 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart