Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COLFX (Columbia Liberty A) | NA | 20.73% | 3.02% | 4.54% | 3.56% | NA | NA | … | … |
Data as of 06/06/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COLFX (Columbia Liberty A) | 06/21/1996 | 06/06/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.73 | 3.02 | 4.54 | 3.56 | NA | NA | … | … | 5.14 | 13.23 | 21.60 | -27.64 | 8.87 | 11.22 | 5.63 | 8.83 | 17.41 | -12.09 | -9.51 | -1.17 | 8.68 | 13.13 | 26.17 | 8.37 |
| Sharpe Ratio | NA | 2.04 | 0.16 | 0.22 | 0.18 | NA | NA | … | … | 1.52 | 1.19 | 1.35 | -1.21 | 0.59 | 1.03 | 0.51 | 1.04 | 1.74 | -0.98 | -0.99 | -0.34 | 0.46 | 0.83 | -2.45 | 1.42 |
| Standard Deviation(%) | NA | 9.62 | 17.34 | 14.89 | 12.60 | NA | NA | … | … | 8.20 | 11.05 | 15.92 | 23.48 | 9.95 | 7.70 | 6.77 | 7.56 | 9.63 | 13.45 | 12.09 | 15.51 | 11.96 | 11.79 | 11.81 | 9.12 |
| Draw Down(%) | NA | 5.00 | 34.82 | 39.00 | 39.00 | NA | NA | … | … | 4.56 | 8.37 | 15.51 | 36.22 | 6.47 | 7.56 | 4.58 | 6.25 | 8.88 | 20.21 | 19.83 | 10.12 | 8.94 | 15.98 | 8.03 | 6.85 |
| Yield(%) | 0.00 | 1.87 | 1.94 | 4.84 | 3.47 | 6.21 | 4.65 | … | … | 0.00 | 2.53 | 2.24 | 2.26 | 12.69 | 5.32 | 2.15 | 2.07 | 2.41 | 2.14 | 2.17 | 12.00 | 13.20 | 6.94 | 17.52 | 6.58 |
Data as of 06/06/2011, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLFX (Columbia Liberty A) |
-9.56%
Mar 2000 – Mar 2003 |
-2.85%
Mar 1998 – Mar 2003 |
-0.68%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLFX (Columbia Liberty A) |
18.07%
Jul 1996 – Jul 1999 |
11.62%
Sep 2002 – Sep 2007 |
6.63%
Jul 1996 – Jul 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart