Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMEQX (Columbia Blended Equity Z ) | NA | -6.26% | -6.89% | -1.67% | 1.10% | NA | NA | … | … |
Data as of 04/04/2011, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMEQX (Columbia Blended Equity Z ) | 06/20/1996 | 04/04/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.26 | -6.89 | -1.67 | 1.10 | NA | NA | … | … | -11.07 | 13.31 | 22.93 | -37.72 | 9.88 | 16.90 | 3.71 | 10.20 | 26.35 | -24.99 | -16.52 | -8.00 | 22.68 | 28.87 | 29.84 | 10.55 |
| Sharpe Ratio | NA | -0.24 | -0.23 | -0.11 | -0.01 | NA | NA | … | … | -1.19 | 0.73 | 0.84 | -0.93 | 0.42 | 1.22 | 0.15 | 0.83 | 1.53 | -1.04 | -0.86 | -0.50 | 0.99 | 1.17 | 1.53 | 1.53 |
| Standard Deviation(%) | NA | 22.61 | 30.93 | 26.10 | 22.14 | NA | NA | … | … | 31.09 | 18.00 | 27.21 | 41.37 | 16.61 | 11.22 | 10.54 | 11.21 | 16.72 | 25.21 | 22.33 | 24.33 | 19.70 | 21.75 | 17.13 | 11.32 |
| Draw Down(%) | NA | 17.04 | 52.39 | 54.41 | 54.41 | NA | NA | … | … | 17.04 | 16.32 | 26.52 | 49.62 | 11.02 | 10.34 | 7.32 | 7.97 | 12.81 | 30.33 | 32.10 | 21.01 | 9.95 | 22.64 | 10.68 | 7.98 |
| Yield(%) | 0.00 | 30.57 | 10.79 | 12.10 | 7.69 | 8.96 | 6.72 | … | … | 0.00 | 32.40 | 1.05 | 7.42 | 20.82 | 16.31 | 7.55 | 1.56 | 0.42 | 0.30 | 0.18 | 2.86 | 3.62 | 1.96 | 9.38 | 2.69 |
Data as of 04/04/2011, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMEQX (Columbia Blended Equity Z ) |
-19.26%
Mar 2000 – Mar 2003 |
-5.61%
Feb 2004 – Feb 2009 |
-3.86%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMEQX (Columbia Blended Equity Z ) |
30.46%
Mar 1997 – Mar 2000 |
14.01%
Jul 1996 – Jul 2001 |
7.50%
Jul 1996 – Jul 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart