Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AQEAX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS A) | 5.31% | 20.31% | 18.87% | 6.84% | 10.68% | 11.47% | 8.90% | … | … |
Data as of 06/08/2026, Common starting date is 12/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AQEAX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS A) | 12/16/2003 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.34 | 20.31 | 18.87 | 6.84 | 10.68 | 11.47 | 8.90 | … | … | 5.31 | 14.25 | 25.66 | 24.11 | -24.02 | 12.95 | 9.38 | 24.47 | -3.99 | 24.06 | 7.68 | 0.87 | 14.97 | 33.53 | 15.50 | 5.52 | 15.14 | 21.43 | -38.74 | 5.26 | 16.46 | 2.02 | 7.28 | 2.72 |
| Sharpe Ratio | NA | 1.52 | 1.04 | 0.23 | 0.47 | NA | NA | … | … | 0.74 | 0.60 | 1.72 | 1.54 | -1.01 | 0.61 | 0.26 | 1.75 | -0.31 | 3.33 | 0.56 | 0.05 | 1.29 | 2.99 | 1.19 | 0.24 | 0.81 | 0.75 | -0.92 | 0.12 | 1.16 | -0.02 | 0.50 | 9.36 |
| Standard Deviation(%) | NA | 12.52 | 15.17 | 18.95 | 19.26 | NA | NA | … | … | 13.85 | 19.12 | 12.85 | 13.38 | 25.35 | 21.36 | 34.95 | 13.17 | 17.39 | 7.07 | 13.35 | 15.73 | 11.58 | 11.20 | 13.09 | 22.70 | 18.57 | 28.33 | 43.15 | 17.23 | 11.33 | 11.73 | 12.51 | 10.25 |
| Draw Down(%) | NA | 9.01 | 20.52 | 34.46 | 34.46 | NA | NA | … | … | 9.01 | 20.52 | 8.23 | 10.62 | 25.17 | 16.10 | 34.22 | 8.25 | 19.84 | 2.56 | 11.86 | 12.41 | 7.94 | 5.78 | 11.01 | 17.67 | 16.06 | 29.83 | 49.64 | 11.79 | 9.27 | 7.44 | 9.61 | 1.01 |
| Yield(%) | 0.00 | 11.62 | 10.82 | 5.58 | 7.44 | 9.22 | 6.99 | … | … | 0.00 | 11.63 | 13.47 | 4.69 | 0.59 | 0.94 | 1.10 | 11.42 | 7.59 | 7.10 | 1.38 | 1.27 | 1.19 | 2.16 | 1.56 | 0.70 | 0.75 | 3.73 | 2.93 | 6.16 | 10.01 | 0.00 | 0.50 | 0.34 |
Data as of 06/08/2026, Common starting date is 12/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQEAX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS A) |
-17.04%
Feb 2006 – Feb 2009 |
-8.86%
Feb 2004 – Feb 2009 |
5.79%
Jan 2004 – Jan 2014 |
5.86%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQEAX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS A) |
27.40%
Feb 2009 – Feb 2012 |
23.40%
Feb 2009 – Feb 2014 |
16.92%
Feb 2009 – Feb 2019 |
13.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart