Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CETRX (COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND CLASS R) | NA | -14.76% | -7.28% | -2.95% | NA | NA | NA | … | … |
Data as of 08/07/2020, Common starting date is 09/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CETRX (COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND CLASS R) | 09/28/2010 | 08/07/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.55 | -14.76 | -7.28 | -2.95 | NA | NA | NA | … | … | -23.68 | 14.11 | -19.36 | 12.29 | 23.65 | -21.08 | -11.90 | 14.09 | 0.94 | -11.38 | 22.03 |
| Sharpe Ratio | NA | -0.34 | -0.28 | -0.14 | NA | NA | NA | … | … | -0.64 | 0.78 | -1.06 | 1.11 | 1.08 | -1.00 | -0.73 | 0.95 | 0.04 | -0.34 | 5.95 |
| Standard Deviation(%) | NA | 45.05 | 29.43 | 26.19 | NA | NA | NA | … | … | 56.56 | 16.20 | 19.58 | 10.57 | 21.62 | 21.13 | 16.28 | 14.75 | 19.83 | 33.15 | 19.14 |
| Draw Down(%) | NA | 51.73 | 58.74 | 58.74 | NA | NA | NA | … | … | 51.73 | 16.63 | 29.02 | 7.89 | 14.35 | 26.61 | 27.62 | 9.46 | 22.56 | 34.14 | 4.88 |
| Yield(%) | 0.00 | 2.62 | 1.86 | 1.46 | 1.83 | 1.22 | 0.92 | … | … | 0.00 | 2.66 | 1.38 | 1.61 | 1.57 | 0.00 | 6.41 | 1.92 | 0.28 | 1.61 | 0.00 |
Data as of 08/07/2020, 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 |
|---|---|---|---|---|
| CETRX (COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND CLASS R) |
-14.16%
Mar 2017 – Mar 2020 |
-9.08%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CETRX (COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND COLUMBIA GLOBAL ENERGY AND NATURAL RESOURCES FUND CLASS R) |
12.31%
Sep 2015 – Sep 2018 |
2.83%
Jun 2013 – Jun 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart