Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COLYX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS Y) | NA | 18.03% | 8.87% | 10.57% | NA | NA | NA | … | … |
Data as of 04/19/2024, Common starting date is 06/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COLYX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS Y) | 06/02/2015 | 04/19/2024 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.47 | 18.03 | 8.87 | 10.57 | NA | NA | NA | … | … | 6.85 | 15.97 | -7.02 | -1.49 | 2.60 | 19.70 | -8.92 | 18.27 | 14.18 | -4.85 |
| Sharpe Ratio | NA | 1.23 | 0.42 | 0.42 | NA | NA | NA | … | … | 2.02 | 0.90 | -0.41 | -0.05 | 0.06 | 1.49 | -0.65 | 2.32 | 0.98 | -0.46 |
| Standard Deviation(%) | NA | 11.59 | 15.77 | 21.30 | NA | NA | NA | … | … | 10.36 | 13.18 | 20.44 | 31.53 | 36.51 | 12.23 | 15.69 | 7.64 | 14.26 | 17.70 |
| Draw Down(%) | NA | 10.49 | 18.12 | 37.79 | NA | NA | NA | … | … | 5.95 | 10.49 | 18.12 | 25.59 | 37.79 | 7.84 | 20.33 | 3.70 | 11.18 | 13.16 |
| Yield(%) | 0.00 | 7.98 | 13.79 | 11.86 | 8.63 | 5.75 | 4.31 | … | … | 0.00 | 8.41 | 10.87 | 31.02 | 1.91 | 11.95 | 9.99 | 8.35 | 2.15 | 6.39 |
Data as of 04/19/2024, Common starting date is 06/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLYX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS Y) |
-2.14%
Mar 2017 – Mar 2020 |
4.50%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLYX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS Y) |
19.41%
Mar 2020 – Mar 2023 |
12.22%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart