Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCQYX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS Y) | 3.40% | 17.86% | 17.95% | 11.59% | 13.88% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCQYX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS Y) | 06/02/2015 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.48 | 17.86 | 17.95 | 11.59 | 13.88 | NA | NA | … | … | 3.40 | 14.67 | 26.05 | 24.40 | -18.79 | 32.76 | 14.10 | 24.91 | -3.73 | 24.53 | 8.12 | -2.53 |
| Sharpe Ratio | NA | 1.56 | 1.07 | 0.55 | 0.67 | NA | NA | … | … | 0.77 | 0.62 | 1.74 | 1.57 | -0.83 | 2.39 | 0.40 | 1.78 | -0.29 | 3.35 | 0.59 | -0.25 |
| Standard Deviation(%) | NA | 12.48 | 15.17 | 17.18 | 18.36 | NA | NA | … | … | 13.78 | 19.12 | 12.87 | 13.37 | 24.37 | 13.69 | 34.63 | 13.15 | 17.46 | 7.15 | 13.31 | 17.56 |
| Draw Down(%) | NA | 8.90 | 20.53 | 24.41 | 34.21 | NA | NA | … | … | 8.90 | 20.53 | 8.25 | 10.58 | 24.10 | 6.56 | 34.21 | 8.19 | 19.86 | 2.45 | 11.81 | 12.33 |
| Yield(%) | 0.00 | 11.73 | 10.91 | 10.01 | 11.68 | 7.64 | 5.73 | … | … | 0.00 | 11.81 | 13.67 | 4.99 | 5.93 | 20.12 | 5.60 | 11.73 | 7.89 | 7.44 | 1.76 | 1.63 |
Data as of 06/10/2026, Common starting date is 06/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCQYX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS Y) |
4.20%
Mar 2017 – Mar 2020 |
8.14%
Dec 2017 – Dec 2022 |
12.35%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCQYX (COLUMBIA DISCIPLINED CORE FUND COLUMBIA DISCIPLINED CORE FUND CLASS Y) |
23.68%
Dec 2018 – Dec 2021 |
17.80%
Dec 2016 – Dec 2021 |
14.42%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart