Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNMRX (COLUMBIA INCOME BUILDER FUND COLUMBIA INCOME BUILDER FUND CLASS R4) | NA | 13.20% | 0.22% | 2.93% | 3.89% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNMRX (COLUMBIA INCOME BUILDER FUND COLUMBIA INCOME BUILDER FUND 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 (%) | 0.68 | 13.20 | 0.22 | 2.93 | 3.89 | NA | NA | … | … | 6.66 | 9.35 | -14.00 | 4.21 | 9.08 | 14.02 | -2.17 | 7.84 | 9.51 | -1.21 | 2.54 | 2.90 | 0.71 |
| Sharpe Ratio | NA | 1.17 | -0.55 | 0.07 | 0.40 | NA | NA | … | … | 0.07 | 0.75 | -1.80 | 1.14 | 0.87 | 4.54 | -0.91 | 3.42 | 2.06 | -0.26 | 0.61 | 0.64 | 1.18 |
| Standard Deviation(%) | NA | 5.94 | 7.12 | 7.30 | 5.86 | NA | NA | … | … | 5.62 | 6.87 | 8.60 | 3.66 | 10.13 | 2.77 | 3.82 | 2.12 | 4.52 | 4.86 | 4.16 | 4.51 | 4.67 |
| Draw Down(%) | NA | 3.40 | 19.04 | 19.74 | 19.74 | NA | NA | … | … | 3.40 | 7.36 | 18.78 | 2.03 | 16.00 | 1.07 | 5.35 | 1.36 | 4.19 | 5.92 | 4.39 | 5.03 | 1.39 |
| Yield(%) | 0.00 | 4.51 | 3.30 | 3.44 | 3.93 | 2.83 | 2.12 | … | … | 3.55 | 4.22 | 3.00 | 2.98 | 3.14 | 4.52 | 4.13 | 3.84 | 3.42 | 6.55 | 1.18 | 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 |
|---|---|---|---|---|
| CNMRX (COLUMBIA INCOME BUILDER FUND COLUMBIA INCOME BUILDER FUND CLASS R4) |
-2.63%
Apr 2021 – Apr 2024 |
1.11%
Sep 2017 – Sep 2022 |
2.42%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNMRX (COLUMBIA INCOME BUILDER FUND COLUMBIA INCOME BUILDER FUND CLASS R4) |
9.03%
Dec 2018 – Dec 2021 |
8.21%
Feb 2016 – Feb 2021 |
4.20%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart