Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGUBX (Columbia World Equity B) | NA | 28.30% | -0.43% | 1.08% | 1.98% | NA | NA | … | … |
Data as of 07/01/2011, Common starting date is 10/11/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGUBX (Columbia World Equity B) | 10/11/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 28.30 | -0.43 | 1.08 | 1.98 | NA | NA | … | … | 4.65 | 13.20 | 35.29 | -44.27 | 5.57 | 19.70 | 10.38 | 9.68 | 29.01 | -21.22 | -22.72 | -13.37 | 20.89 |
| Sharpe Ratio | NA | 1.95 | -0.02 | 0.00 | 0.04 | NA | NA | … | … | 0.72 | 0.68 | 1.23 | -1.11 | 0.16 | 1.37 | 0.86 | 0.77 | 2.29 | -1.39 | -1.63 | -0.69 | 7.64 |
| Standard Deviation(%) | NA | 14.50 | 30.68 | 26.02 | 20.72 | NA | NA | … | … | 13.07 | 19.40 | 28.64 | 40.67 | 16.42 | 12.03 | 9.51 | 11.32 | 12.38 | 16.11 | 15.57 | 25.28 | 16.74 |
| Draw Down(%) | NA | 6.53 | 51.60 | 59.13 | 59.13 | NA | NA | … | … | 6.38 | 15.77 | 24.66 | 54.62 | 11.92 | 12.46 | 6.61 | 9.90 | 11.18 | 30.08 | 29.37 | 26.80 | 4.27 |
| Yield(%) | 0.00 | 1.41 | 0.78 | 3.63 | 2.16 | 2.64 | 1.98 | … | … | 1.14 | 0.24 | 1.69 | 0.77 | 10.52 | 4.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 12.58 | 10.10 |
Data as of 07/01/2011, Common starting date is 10/11/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGUBX (Columbia World Equity B) |
-21.87%
Mar 2000 – Mar 2003 |
-7.02%
Mar 2000 – Mar 2005 |
-3.12%
Jun 2000 – Jun 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGUBX (Columbia World Equity B) |
19.89%
Mar 2003 – Mar 2006 |
17.22%
Sep 2002 – Sep 2007 |
2.08%
Jun 2001 – Jun 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
