Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDEYX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS Y) | 13.10% | 29.94% | 19.82% | 11.63% | 12.60% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDEYX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS Y) | 11/12/2012 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | 29.94 | 19.82 | 11.63 | 12.60 | NA | NA | … | … | 13.10 | 20.09 | 15.74 | 10.01 | -4.93 | 24.09 | 5.71 | 30.26 | -10.91 | 17.06 | 14.67 | -1.77 | 10.63 | 29.00 | 3.48 |
| Sharpe Ratio | NA | 2.51 | 1.29 | 0.58 | 0.61 | NA | NA | … | … | 2.19 | 1.07 | 1.16 | 0.52 | -0.32 | 1.76 | 0.14 | 2.40 | -0.79 | 2.17 | 1.00 | -0.11 | 0.90 | 2.50 | 2.65 |
| Standard Deviation(%) | NA | 11.02 | 12.96 | 14.72 | 17.68 | NA | NA | … | … | 12.36 | 16.17 | 10.48 | 12.40 | 19.92 | 13.69 | 37.66 | 12.01 | 15.60 | 7.58 | 14.47 | 15.83 | 11.82 | 11.61 | 11.26 |
| Draw Down(%) | NA | 7.29 | 15.59 | 18.05 | 38.50 | NA | NA | … | … | 7.29 | 15.59 | 6.30 | 9.73 | 18.05 | 5.88 | 38.50 | 6.70 | 20.81 | 3.66 | 12.14 | 12.66 | 9.01 | 6.18 | 2.59 |
| Yield(%) | 0.00 | 7.78 | 8.47 | 7.31 | 8.41 | 8.59 | 6.44 | … | … | 0.00 | 8.46 | 10.00 | 6.25 | 8.04 | 7.90 | 1.65 | 7.20 | 9.90 | 7.62 | 3.45 | 12.09 | 8.45 | 0.00 | 0.00 |
Data as of 06/11/2026, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDEYX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS Y) |
-1.24%
Mar 2017 – Mar 2020 |
2.56%
Mar 2015 – Mar 2020 |
8.21%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDEYX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS Y) |
21.49%
May 2023 – May 2026 |
16.87%
Mar 2020 – Mar 2025 |
13.06%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart