Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CGCRX (COLUMBIA GREATER CHINA FUND COLUMBIA GREATER CHINA FUND CLASS R5) NA -21.06% -26.32% -8.52% 0.68% NA NA
Data as of 04/19/2024, Common starting date is 11/12/2012
More Performance Analytics Comparison
Name Start Date End Date
CGCRX (COLUMBIA GREATER CHINA FUND COLUMBIA GREATER CHINA FUND CLASS R5) 11/12/2012 04/19/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) -0.70 -21.06 -26.32 -8.52 0.68 NA NA -5.15 -18.62 -28.29 -25.16 46.13 33.06 -19.94 61.20 -6.04 -0.22 5.87 -10.52 6.61
Sharpe Ratio NA -1.05 -0.89 -0.34 -0.01 NA NA -0.89 -0.89 -0.70 -0.90 1.55 1.62 -0.82 4.37 -0.34 -0.01 0.37 -0.35 3.99
Standard Deviation(%) NA 23.71 32.07 29.88 25.57 NA NA 22.45 25.26 42.34 27.83 29.42 19.55 26.13 13.93 18.51 23.92 16.01 30.54 15.78
Draw Down(%) NA 26.65 64.00 67.85 67.85 NA NA 11.30 32.88 49.61 39.80 19.96 13.17 33.90 8.80 18.72 29.60 10.69 24.45 1.90
Yield(%) 0.00 0.59 0.10 1.61 4.19 2.57 1.93 0.00 0.56 0.00 0.00 5.78 1.81 4.18 3.02 0.00 4.75 19.51 0.00 0.00
Data as of 04/19/2024, 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
CGCRX (COLUMBIA GREATER CHINA FUND COLUMBIA GREATER CHINA FUND CLASS R5) -28.78%
Jan 2021 – Jan 2024
-8.49%
Oct 2017 – Oct 2022
-1.22%
Nov 2013 – Nov 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CGCRX (COLUMBIA GREATER CHINA FUND COLUMBIA GREATER CHINA FUND CLASS R5) 19.75%
Dec 2016 – Dec 2019
23.93%
Feb 2016 – Feb 2021
2.70%
Jan 2013 – Jan 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return