Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UMESX (COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND CLASS Z) | NA | -14.66% | -6.94% | -2.51% | -1.15% | 0.76% | 4.17% | 6.61% |
Data as of 08/07/2020, AR inception is 07/02/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMESX (COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND CLASS Z) | 07/02/1993 | 08/07/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 2.27 | -14.66 | -6.94 | -2.51 | -1.15 | 0.76 | 4.17 | 6.61 | -23.74 | 14.73 | -18.99 | 12.83 | 24.43 | -20.67 | -11.46 | 14.60 | 1.47 | -10.91 | 17.26 | 40.70 | -43.80 | 36.25 | 11.35 | 45.69 | 34.28 | 32.78 | -9.80 | -16.49 | 42.55 | 27.76 | -15.88 | 18.51 | 37.01 | 20.12 | -2.76 | -2.69 |
| Sharpe Ratio | NA | -0.34 | -0.27 | -0.12 | -0.06 | NA | NA | 0.20 | -0.65 | 0.82 | -1.04 | 1.16 | 1.12 | -0.98 | -0.70 | 0.99 | 0.07 | -0.33 | 0.67 | 1.10 | -0.77 | 1.46 | 0.32 | 1.76 | 1.79 | 2.17 | -0.44 | -0.85 | 1.21 | 1.13 | -0.80 | 0.80 | 2.93 | 1.90 | -0.61 | -0.90 |
| Standard Deviation(%) | NA | 45.07 | 29.44 | 26.20 | 23.92 | NA | NA | 25.17 | 56.60 | 16.21 | 19.59 | 10.54 | 21.59 | 21.19 | 16.28 | 14.75 | 19.85 | 33.13 | 25.65 | 37.01 | 58.19 | 22.85 | 25.28 | 24.73 | 18.63 | 14.81 | 24.70 | 22.43 | 31.77 | 21.63 | 23.86 | 18.77 | 11.33 | 8.59 | 9.31 | 8.17 |
| Draw Down(%) | NA | 51.67 | 58.35 | 58.35 | 61.04 | NA | NA | 66.88 | 51.67 | 16.52 | 28.81 | 7.70 | 14.34 | 26.36 | 27.48 | 9.41 | 22.41 | 33.97 | 20.93 | 21.33 | 62.75 | 13.94 | 22.25 | 15.02 | 9.74 | 9.01 | 29.77 | 32.37 | 22.63 | 17.52 | 32.89 | 17.83 | 7.00 | 4.32 | 10.87 | 13.13 |
| Yield(%) | 0.00 | 3.09 | 2.33 | 1.85 | 2.19 | 4.80 | 7.01 | 11.29 | 0.00 | 3.14 | 1.84 | 2.08 | 1.96 | 0.00 | 6.38 | 2.45 | 0.77 | 2.04 | 0.06 | 0.36 | 1.54 | 18.80 | 20.88 | 27.92 | 7.10 | 0.34 | 0.70 | 0.60 | 12.13 | 6.03 | 0.73 | 10.91 | 11.17 | 0.93 | 1.29 | 0.85 |
Data as of 08/07/2020, AR inception is 07/02/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMESX (COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND CLASS Z) |
-13.73%
Mar 2017 - Mar 2020 |
-8.63%
Feb 2011 - Feb 2016 |
-4.03%
Mar 2010 - Mar 2020 |
0.38%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMESX (COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND CLASS Z) |
45.42%
Jan 2003 - Jan 2006 |
35.50%
Jun 2003 - Jun 2008 |
19.98%
Aug 1998 - Aug 2008 |
14.80%
Aug 1993 - Aug 2008 |
Annualized Rolling Returns Comparison Chart