Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGRUX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS K) | NA | 25.19% | 10.08% | 11.40% | NA | NA | NA | … | … |
Data as of 03/09/2018, Common starting date is 03/11/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGRUX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS K) | 03/11/2011 | 03/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.06 | 25.19 | 10.08 | 11.40 | NA | NA | NA | … | … | 3.70 | 27.57 | 5.50 | -1.96 | 7.32 | 26.19 | 14.47 | -7.25 |
| Sharpe Ratio | NA | 2.59 | 0.78 | 0.93 | NA | NA | NA | … | … | 1.19 | 4.15 | 0.37 | -0.14 | 0.64 | 2.45 | 1.16 | -0.34 |
| Standard Deviation(%) | NA | 9.42 | 12.53 | 12.03 | NA | NA | NA | … | … | 17.17 | 6.53 | 14.15 | 14.20 | 11.37 | 10.68 | 12.56 | 25.92 |
| Draw Down(%) | NA | 9.74 | 19.06 | 19.06 | NA | NA | NA | … | … | 9.74 | 1.70 | 12.54 | 13.71 | 8.40 | 7.00 | 10.86 | 22.55 |
| Yield(%) | 0.00 | 1.55 | 7.81 | 7.30 | 4.32 | 2.88 | 2.16 | … | … | 0.00 | 1.63 | 2.82 | 20.56 | 5.36 | 2.57 | 1.99 | 0.39 |
Data as of 03/09/2018, Common starting date is 03/11/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGRUX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS K) |
3.54%
Dec 2013 – Dec 2016 |
5.89%
Apr 2011 – Apr 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGRUX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS K) |
18.36%
Sep 2011 – Sep 2014 |
12.50%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart