Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBURX (COLUMBIA INCOME BUILDER FUND COLUMBIA INCOME BUILDER FUND CLASS R) | NA | 3.39% | 5.64% | NA | NA | NA | NA | … | … |
Data as of 03/30/2015, Common starting date is 09/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBURX (COLUMBIA INCOME BUILDER FUND COLUMBIA INCOME BUILDER FUND CLASS R) | 09/28/2010 | 03/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.25 | 3.39 | 5.64 | NA | NA | NA | NA | … | … | 1.47 | 1.49 | 6.00 | 10.82 | 3.43 | 2.03 |
| Sharpe Ratio | NA | 0.83 | 1.32 | NA | NA | NA | NA | … | … | 1.37 | 0.38 | 1.36 | 2.75 | 0.48 | 1.78 |
| Standard Deviation(%) | NA | 4.49 | 4.26 | NA | NA | NA | NA | … | … | 4.59 | 4.00 | 4.38 | 3.95 | 7.13 | 4.44 |
| Draw Down(%) | NA | 3.92 | 4.88 | NA | NA | NA | NA | … | … | 1.51 | 3.92 | 4.88 | 3.37 | 7.32 | 2.17 |
| Yield(%) | 0.00 | 2.94 | 3.18 | 2.66 | 1.33 | 0.89 | 0.67 | … | … | 0.71 | 2.63 | 2.94 | 3.82 | 2.24 | 0.00 |
Data as of 03/30/2015, Common starting date is 09/28/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBURX (COLUMBIA INCOME BUILDER FUND COLUMBIA INCOME BUILDER FUND CLASS R) |
5.97%
Apr 2011 – Apr 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBURX (COLUMBIA INCOME BUILDER FUND COLUMBIA INCOME BUILDER FUND CLASS R) |
8.69%
Sep 2011 – Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart