Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGUAX (Columbia World Equity A) | NA | 28.91% | 0.23% | 1.80% | 2.72% | 4.81% | NA | … | … |
Data as of 07/01/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGUAX (Columbia World Equity A) | 06/21/1996 | 07/01/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 28.91 | 0.23 | 1.80 | 2.72 | 4.81 | NA | … | … | 4.73 | 14.09 | 36.23 | -43.83 | 6.42 | 20.59 | 11.18 | 10.53 | 29.95 | -20.57 | -22.19 | -12.15 | 27.00 | 17.55 | 22.46 | 10.21 |
| Sharpe Ratio | NA | 1.98 | 0.00 | 0.03 | 0.07 | NA | NA | … | … | 0.74 | 0.72 | 1.26 | -1.09 | 0.21 | 1.43 | 0.94 | 0.85 | 2.35 | -1.34 | -1.59 | -0.64 | 1.60 | 0.96 | -2.70 | 2.47 |
| Standard Deviation(%) | NA | 14.53 | 30.72 | 26.06 | 20.75 | NA | NA | … | … | 13.02 | 19.41 | 28.60 | 40.82 | 16.38 | 12.11 | 9.55 | 11.30 | 12.45 | 16.18 | 15.60 | 25.24 | 14.85 | 14.84 | 12.09 | 6.76 |
| Draw Down(%) | NA | 6.45 | 51.33 | 58.69 | 58.69 | NA | NA | … | … | 6.35 | 15.65 | 24.59 | 54.36 | 11.89 | 12.42 | 6.53 | 9.57 | 11.01 | 29.73 | 29.05 | 26.43 | 8.53 | 17.46 | 8.97 | 4.10 |
| Yield(%) | 0.00 | 2.31 | 1.23 | 4.06 | 2.59 | 5.38 | 4.09 | … | … | 1.41 | 0.82 | 2.61 | 0.74 | 10.83 | 5.55 | 0.51 | 0.50 | 0.00 | 0.00 | 0.07 | 12.98 | 11.41 | 5.64 | 9.78 | 2.01 |
Data as of 07/01/2011, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGUAX (Columbia World Equity A) |
-21.11%
Mar 2000 – Mar 2003 |
-6.72%
Mar 1998 – Mar 2003 |
-3.81%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGUAX (Columbia World Equity A) |
24.00%
Mar 1997 – Mar 2000 |
18.10%
Sep 2002 – Sep 2007 |
6.96%
Oct 1997 – Oct 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart