Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDVIX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS I) | NA | 10.45% | 14.08% | 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 |
|---|---|---|
| CDVIX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS I) | 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 (%) | -0.84 | 10.45 | 14.08 | NA | NA | NA | NA | … | … | -0.16 | 12.25 | 28.86 | 11.30 | 6.46 | 7.13 |
| Sharpe Ratio | NA | 1.01 | 1.28 | NA | NA | NA | NA | … | … | -0.05 | 1.15 | 2.80 | 1.05 | 0.32 | 2.96 |
| Standard Deviation(%) | NA | 11.25 | 11.00 | NA | NA | NA | NA | … | … | 13.44 | 10.64 | 10.29 | 10.79 | 20.16 | 10.12 |
| Draw Down(%) | NA | 7.27 | 7.56 | NA | NA | NA | NA | … | … | 3.97 | 7.27 | 4.89 | 7.56 | 15.61 | 3.59 |
| Yield(%) | 0.00 | 8.34 | 5.66 | 4.68 | 2.34 | 1.56 | 1.17 | … | … | 0.00 | 8.55 | 4.17 | 2.94 | 2.03 | 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 |
|---|---|---|---|---|
| CDVIX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS I) |
13.12%
Jan 2011 – Jan 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 |
|---|---|---|---|---|
| CDVIX (COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS I) |
20.16%
Sep 2011 – Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart