Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMUWX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS T) | NA | -26.45% | -1.74% | 0.57% | NA | NA | NA | … | … |
Data as of 12/14/2018, Common starting date is 09/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMUWX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS T) | 09/28/2010 | 12/14/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.80 | -26.45 | -1.74 | 0.57 | NA | NA | NA | … | … | -27.85 | 13.33 | 13.87 | -5.19 | 12.00 | 35.07 | 16.48 | -4.20 | 14.22 |
| Sharpe Ratio | NA | -1.00 | -0.13 | 0.02 | NA | NA | NA | … | … | -1.06 | 1.60 | 0.89 | -0.34 | 0.94 | 2.68 | 1.12 | -0.15 | 4.74 |
| Standard Deviation(%) | NA | 27.82 | 19.00 | 17.15 | NA | NA | NA | … | … | 28.34 | 7.95 | 15.27 | 15.36 | 12.75 | 13.08 | 14.85 | 27.81 | 13.92 |
| Draw Down(%) | NA | 30.35 | 30.35 | 30.35 | NA | NA | NA | … | … | 30.35 | 4.24 | 13.77 | 12.21 | 10.45 | 6.32 | 11.43 | 26.15 | 4.29 |
| Yield(%) | 0.00 | 6.13 | 11.78 | 11.76 | 10.46 | 6.97 | 5.23 | … | … | 5.99 | 19.37 | 8.32 | 13.67 | 16.83 | 13.37 | 0.81 | 0.54 | 0.33 |
Data as of 12/14/2018, 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 |
|---|---|---|---|---|
| CMUWX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS T) |
3.68%
Aug 2014 – Aug 2017 |
6.46%
Nov 2013 – Nov 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMUWX (COLUMBIA MID CAP VALUE FUND COLUMBIA MID CAP VALUE FUND CLASS T) |
24.61%
Sep 2011 – Sep 2014 |
15.34%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart