Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHHRX (COLUMBIA SMALL CAP GROWTH FUND I COLUMBIA SMALL CAP GROWTH FUND I CLASS R4) | NA | 45.45% | -2.15% | 8.52% | 12.18% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHHRX (COLUMBIA SMALL CAP GROWTH FUND I COLUMBIA SMALL CAP GROWTH FUND I CLASS R4) | 11/12/2012 | 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.51 | 45.45 | -2.15 | 8.52 | 12.18 | NA | NA | … | … | 31.69 | 26.16 | -36.62 | -11.07 | 59.37 | 41.23 | -2.00 | 28.63 | 12.82 | 2.91 | -5.40 | 20.25 | -5.35 |
| Sharpe Ratio | NA | 1.85 | -0.25 | 0.20 | 0.43 | NA | NA | … | … | 1.37 | 1.17 | -1.00 | -0.42 | 1.48 | 2.17 | -0.15 | 2.33 | 0.67 | 0.16 | -0.28 | 0.91 | -1.08 |
| Standard Deviation(%) | NA | 20.81 | 27.92 | 29.99 | 24.89 | NA | NA | … | … | 20.94 | 18.90 | 38.11 | 26.24 | 39.75 | 18.34 | 22.62 | 12.09 | 18.93 | 18.08 | 19.62 | 22.22 | 31.87 |
| Draw Down(%) | NA | 11.62 | 49.90 | 56.75 | 56.75 | NA | NA | … | … | 11.62 | 15.40 | 42.40 | 29.56 | 37.47 | 9.58 | 26.43 | 5.07 | 18.01 | 14.70 | 25.06 | 17.38 | 10.90 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.55 | 8.12 | 5.70 | 4.27 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.11 | 16.46 | 17.21 | 8.88 | 38.69 | 15.38 | 0.00 | 0.00 |
Data as of 11/25/2024, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHHRX (COLUMBIA SMALL CAP GROWTH FUND I COLUMBIA SMALL CAP GROWTH FUND I CLASS R4) |
-13.27%
Nov 2020 – Nov 2023 |
3.26%
Sep 2018 – Sep 2023 |
5.41%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHHRX (COLUMBIA SMALL CAP GROWTH FUND I COLUMBIA SMALL CAP GROWTH FUND I CLASS R4) |
33.48%
Feb 2018 – Feb 2021 |
31.20%
Feb 2016 – Feb 2021 |
11.88%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart