Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMOZX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS Z) | NA | 8.73% | 16.65% | NA | NA | NA | NA | … | … |
Data as of 03/30/2015, Common starting date is 09/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMOZX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS Z) | 09/28/2010 | 03/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 8.73 | 16.65 | NA | NA | NA | NA | … | … | 5.13 | 1.50 | 35.04 | 18.55 | -8.03 | 13.03 |
| Sharpe Ratio | NA | 0.73 | 1.17 | NA | NA | NA | NA | … | … | 1.53 | 0.11 | 2.63 | 1.28 | -0.29 | 4.33 |
| Standard Deviation(%) | NA | 14.21 | 14.15 | NA | NA | NA | NA | … | … | 15.32 | 13.88 | 13.31 | 14.59 | 27.81 | 13.76 |
| Draw Down(%) | NA | 12.55 | 12.55 | NA | NA | NA | NA | … | … | 3.79 | 12.55 | 5.20 | 11.36 | 28.05 | 3.91 |
| Yield(%) | 0.00 | 14.71 | 10.52 | 7.48 | 3.74 | 2.49 | 1.87 | … | … | 0.00 | 15.37 | 10.51 | 0.89 | 0.36 | 0.00 |
Data as of 03/30/2015, Common starting date is 09/28/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMOZX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS Z) |
11.58%
May 2011 – May 2014 |
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 |
|---|---|---|---|---|
| CMOZX (COLUMBIA SMALL/MID CAP VALUE FUND COLUMBIA SMALL/MID CAP VALUE FUND CLASS Z) |
21.74%
Sep 2011 – Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart