Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COVNX (COLUMBIA U.S. SOCIAL BOND FUND COLUMBIA U.S. SOCIAL BOND FUND CLASS R5) | NA | -409,054.98% | nan% | nan% | NA | NA | NA | … | … |
Data as of 08/04/2023, Common starting date is 03/27/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COVNX (COLUMBIA U.S. SOCIAL BOND FUND COLUMBIA U.S. SOCIAL BOND FUND CLASS R5) | 03/27/2015 | 08/04/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -409,991.33 | -409,054.98 | nan | nan | NA | NA | NA | … | … | 2.04 | -9.69 | 0.10 | 4.62 | 8.15 | 0.81 | 6.27 | 0.02 | 1.71 |
| Sharpe Ratio | NA | -1.01 | -0.94 | 0.05 | NA | NA | NA | … | … | -0.28 | -2.44 | 0.04 | 0.53 | 3.30 | -0.26 | 2.32 | -0.06 | 1.02 |
| Standard Deviation(%) | NA | 4.16 | 3.29 | 4.59 | NA | NA | NA | … | … | 3.46 | 4.55 | 1.71 | 8.24 | 2.05 | 2.02 | 2.44 | 3.00 | 2.15 |
| Draw Down(%) | NA | 8.17 | 15.21 | 15.21 | NA | NA | NA | … | … | 2.99 | 14.71 | 2.30 | 12.51 | 1.50 | 2.00 | 1.36 | 6.50 | 2.19 |
| Yield(%) | 0.29 | 2.68 | 2.25 | 2.61 | 2.02 | 1.35 | 1.01 | … | … | 101.46 | 2.19 | 2.17 | 2.47 | 2.99 | 2.72 | 2.56 | 2.05 | 1.00 |
Data as of 08/04/2023, Common starting date is 03/27/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COVNX (COLUMBIA U.S. SOCIAL BOND FUND COLUMBIA U.S. SOCIAL BOND FUND CLASS R5) |
-2.89%
Oct 2019 – Oct 2022 |
0.10%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COVNX (COLUMBIA U.S. SOCIAL BOND FUND COLUMBIA U.S. SOCIAL BOND FUND CLASS R5) |
5.94%
Feb 2017 – Feb 2020 |
4.52%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart