Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COVAX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS A) | 16.28% | 35.46% | 16.45% | 3.00% | 7.89% | 8.48% | 7.22% | … | … |
Data as of 06/05/2026, Common starting date is 12/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COVAX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS A) | 12/26/2002 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 35.46 | 16.45 | 3.00 | 7.89 | 8.48 | 7.22 | … | … | 16.28 | 7.88 | 11.04 | 13.75 | -18.83 | 17.25 | 9.31 | 20.40 | -17.70 | 10.53 | 23.62 | -3.03 | 4.32 | 39.85 | 14.24 | -2.70 | 25.72 | 24.94 | -33.79 | 2.68 | 16.76 | 3.41 | 11.53 | 40.42 | -0.89 |
| Sharpe Ratio | NA | 1.93 | 0.70 | 0.04 | 0.27 | NA | NA | … | … | 2.32 | 0.23 | 0.40 | 0.53 | -0.80 | 0.70 | 0.20 | 1.21 | -1.11 | 0.78 | 1.28 | -0.20 | 0.29 | 2.70 | 0.84 | -0.09 | 0.99 | 0.66 | -0.77 | -0.02 | 0.85 | 0.08 | 0.60 | 2.46 | -4.15 |
| Standard Deviation(%) | NA | 16.97 | 19.48 | 21.44 | 23.64 | NA | NA | … | … | 17.46 | 21.46 | 18.61 | 19.36 | 25.51 | 24.66 | 46.19 | 15.70 | 17.23 | 12.72 | 18.24 | 15.42 | 14.76 | 14.76 | 16.99 | 32.02 | 25.81 | 37.47 | 45.13 | 19.71 | 15.72 | 14.48 | 17.62 | 16.15 | 12.91 |
| Draw Down(%) | NA | 9.54 | 27.19 | 34.86 | 48.53 | NA | NA | … | … | 9.54 | 23.08 | 9.91 | 15.50 | 25.96 | 19.28 | 45.29 | 11.88 | 27.00 | 6.86 | 13.22 | 12.99 | 12.39 | 5.54 | 12.48 | 30.52 | 21.85 | 33.93 | 49.00 | 12.55 | 13.47 | 9.87 | 17.22 | 13.51 | 1.37 |
| Yield(%) | 0.00 | 16.23 | 15.90 | 7.05 | 8.00 | 8.82 | 7.52 | … | … | 0.00 | 15.07 | 25.68 | 7.30 | 0.29 | 0.17 | 0.36 | 4.04 | 10.76 | 9.40 | 6.24 | 10.97 | 9.59 | 13.75 | 3.26 | 0.14 | 0.52 | 0.56 | 0.83 | 3.65 | 7.45 | 6.49 | 0.00 | 0.20 | 0.19 |
Data as of 06/05/2026, Common starting date is 12/26/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COVAX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS A) |
-17.48%
Feb 2006 – Feb 2009 |
-7.77%
Feb 2004 – Feb 2009 |
3.77%
Oct 2013 – Oct 2023 |
4.06%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COVAX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS A) |
29.38%
Feb 2009 – Feb 2012 |
26.41%
Feb 2009 – Feb 2014 |
15.55%
Feb 2009 – Feb 2019 |
11.56%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart