Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGQFX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS R4) | NA | 26.57% | -3.05% | 6.20% | NA | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 06/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGQFX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS R4) | 06/02/2015 | 11/25/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.60 | 26.57 | -3.05 | 6.20 | NA | NA | NA | … | … | 27.91 | 33.24 | -35.22 | 3.69 | 13.92 | 28.45 | -3.68 | 29.48 | 5.24 | 1.42 |
| Sharpe Ratio | NA | 1.13 | -0.29 | 0.14 | NA | NA | NA | … | … | 1.41 | 1.74 | -1.14 | 0.13 | 0.36 | 1.83 | -0.26 | 3.69 | 0.37 | 0.14 |
| Standard Deviation(%) | NA | 17.59 | 27.25 | 27.79 | NA | NA | NA | … | … | 17.24 | 16.80 | 32.19 | 29.25 | 37.48 | 14.81 | 19.51 | 7.86 | 13.55 | 17.40 |
| Draw Down(%) | NA | 13.00 | 49.05 | 49.27 | NA | NA | NA | … | … | 13.00 | 11.02 | 36.75 | 24.05 | 31.88 | 9.73 | 21.81 | 2.27 | 12.91 | 11.33 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.58 | 5.29 | 3.53 | 2.65 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 9.71 | 12.91 | 15.43 | 6.44 | 12.24 |
Data as of 11/25/2024, Common starting date is 06/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGQFX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS R4) |
-8.53%
Dec 2019 – Dec 2022 |
-1.09%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGQFX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS R4) |
19.29%
Sep 2015 – Sep 2018 |
18.29%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart