Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMHZX (Columbia Masters Heritage Z) | NA | 23.95% | -1.91% | NA | NA | NA | NA | … | … |
Data as of 12/08/2009, Common starting date is 02/21/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMHZX (Columbia Masters Heritage Z) | 02/21/2006 | 12/08/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.95 | -1.91 | NA | NA | NA | NA | … | … | 22.61 | -32.33 | 13.70 | 9.02 |
| Sharpe Ratio | NA | 1.18 | -0.16 | NA | NA | NA | NA | … | … | 1.21 | -1.22 | 0.94 | 0.92 |
| Standard Deviation(%) | NA | 20.25 | 20.55 | NA | NA | NA | NA | … | … | 20.03 | 27.10 | 11.37 | 7.82 |
| Draw Down(%) | NA | 19.35 | 45.33 | NA | NA | NA | NA | … | … | 19.35 | 41.16 | 7.38 | 7.30 |
| Yield(%) | 0.00 | 2.25 | 4.71 | 3.39 | 1.69 | 1.13 | 0.85 | … | … | 1.06 | 5.29 | 3.87 | 6.28 |
Data as of 12/08/2009, Common starting date is 02/21/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMHZX (Columbia Masters Heritage Z) |
-8.41%
Mar 2006 – Mar 2009 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMHZX (Columbia Masters Heritage Z) |
0.19%
Sep 2006 – Sep 2009 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart