Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
USPAX (COLUMBIA PACIFIC/ASIA FUND COLUMBIA PACIFIC/ASIA FUND CLASS Z) NA -56.50% -29.40% -12.22% -4.62% -2.14% 1.20%
Data as of 03/19/2021, Common starting date is 07/06/1993
More Performance Analytics Comparison
Name Start Date End Date
USPAX (COLUMBIA PACIFIC/ASIA FUND COLUMBIA PACIFIC/ASIA FUND CLASS Z) 07/06/1993 03/19/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 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 (%) -75.64 -56.50 -29.40 -12.22 -4.62 -2.14 1.20 -75.17 34.82 27.68 -16.65 41.94 1.51 3.21 1.54 9.99 17.31 -13.45 21.31 38.38 -40.30 11.49 12.66 24.11 13.51 42.12 -8.33 -14.70 -40.09 102.13 -1.72 -32.15 5.95 8.31 -21.44 36.48
Sharpe Ratio NA -0.40 -0.36 -0.20 -0.10 NA NA -0.32 1.32 2.27 -1.11 5.08 0.09 0.20 0.15 0.76 1.28 -0.60 1.23 1.61 -0.99 0.42 0.49 1.86 0.74 2.80 -0.66 -0.90 -1.61 5.28 -0.23 -1.96 0.26 0.43 -1.70 8.60
Standard Deviation(%) NA 142.97 83.82 65.34 47.53 NA NA 308.75 26.17 11.58 16.13 8.17 14.39 16.07 10.40 13.08 13.55 22.56 17.27 23.83 41.32 20.47 19.14 11.81 17.05 14.81 14.21 19.11 27.36 18.74 21.68 18.13 9.30 10.41 14.38 9.90
Draw Down(%) NA 77.52 77.52 77.52 77.52 NA NA 77.52 26.50 6.58 25.81 4.96 12.77 18.19 9.12 13.69 11.34 21.89 15.93 22.26 53.73 14.35 23.80 8.18 20.23 9.72 24.16 30.81 45.52 9.01 30.47 35.51 9.89 9.81 26.50 3.14
Yield(%) 0.00 12.66 7.51 9.18 5.92 5.67 7.44 0.00 9.63 8.02 7.74 11.08 6.34 1.05 1.20 2.58 2.53 1.58 2.08 0.71 13.13 21.22 5.43 1.22 0.10 0.00 0.67 0.21 2.81 0.00 3.05 0.66 1.23 1.20 2.27 1.38
Data as of 03/19/2021, Common starting date is 07/06/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
USPAX (COLUMBIA PACIFIC/ASIA FUND COLUMBIA PACIFIC/ASIA FUND CLASS Z) -22.69%
Mar 2000 – Mar 2003
-11.01%
Aug 1993 – Aug 1998
-2.10%
Dec 1993 – Dec 2003
-2.10%
Feb 1994 – Feb 2009
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
USPAX (COLUMBIA PACIFIC/ASIA FUND COLUMBIA PACIFIC/ASIA FUND CLASS Z) 31.19%
Mar 2003 – Mar 2006
22.57%
Oct 2002 – Oct 2007
11.94%
Feb 2009 – Feb 2019
10.61%
Jan 2003 – Jan 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return