Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDVZX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS Z) | NA | 8.89% | 14.50% | 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 |
|---|---|---|
| CDVZX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS Z) | 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 (%) | -0.92 | 8.89 | 14.50 | NA | NA | NA | NA | … | … | -0.14 | 11.44 | 31.05 | 15.15 | -5.03 | 11.87 |
| Sharpe Ratio | NA | 0.80 | 1.18 | NA | NA | NA | NA | … | … | -0.04 | 0.97 | 2.68 | 1.22 | -0.20 | 4.11 |
| Standard Deviation(%) | NA | 12.35 | 12.24 | NA | NA | NA | NA | … | … | 14.72 | 11.72 | 11.55 | 12.44 | 24.79 | 12.98 |
| Draw Down(%) | NA | 8.68 | 10.03 | NA | NA | NA | NA | … | … | 4.15 | 8.68 | 5.68 | 10.03 | 23.68 | 3.60 |
| Yield(%) | 0.00 | 8.95 | 5.21 | 4.18 | 2.09 | 1.39 | 1.05 | … | … | 0.00 | 9.22 | 1.82 | 2.49 | 1.69 | 0.39 |
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 |
|---|---|---|---|---|
| CDVZX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS Z) |
10.76%
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 |
|---|---|---|---|---|
| CDVZX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS Z) |
21.51%
Sep 2011 – Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart