Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGQBX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS B) | NA | 18.58% | 11.64% | 14.77% | NA | NA | NA | … | … |
Data as of 08/04/2017, Common starting date is 12/17/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGQBX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS B) | 12/17/2007 | 08/04/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 18.58 | 11.64 | 14.77 | NA | NA | NA | … | … | 16.15 | 4.37 | 6.11 | 15.38 | 33.86 | 12.74 | 1.48 | 8.92 | 34.46 | -41.21 | 2.58 |
| Sharpe Ratio | NA | 2.11 | 0.86 | 1.15 | NA | NA | NA | … | … | 3.75 | 0.31 | 0.39 | 1.23 | 2.96 | 0.96 | 0.06 | 0.45 | 1.35 | -1.05 | 6.78 |
| Standard Deviation(%) | NA | 8.59 | 13.38 | 12.71 | NA | NA | NA | … | … | 7.54 | 13.46 | 15.64 | 12.53 | 11.41 | 13.34 | 22.82 | 19.64 | 25.47 | 40.04 | 15.02 |
| Draw Down(%) | NA | 4.06 | 14.64 | 14.64 | NA | NA | NA | … | … | 2.23 | 12.86 | 11.51 | 8.71 | 6.21 | 10.32 | 19.35 | 16.91 | 23.03 | 51.04 | 1.85 |
| Yield(%) | 0.00 | 5.54 | 9.48 | 12.19 | 6.52 | 4.35 | 3.26 | … | … | 0.00 | 5.77 | 12.32 | 12.34 | 22.78 | 10.34 | 14.63 | 0.00 | 0.00 | 0.00 | 0.23 |
Data as of 08/04/2017, Common starting date is 12/17/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGQBX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS B) |
-1.33%
Jan 2008 – Jan 2011 |
2.29%
Jan 2008 – Jan 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGQBX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS B) |
24.27%
Feb 2009 – Feb 2012 |
21.05%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart