Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COVRX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS R4) | NA | 21.47% | -5.69% | 2.88% | 5.47% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COVRX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES 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 (%) | 2.70 | 21.47 | -5.69 | 2.88 | 5.47 | NA | NA | … | … | 12.79 | 12.22 | -25.17 | -14.29 | 38.01 | 26.45 | -0.74 | 15.39 | 10.71 | -4.37 | 5.89 | 21.40 | 2.17 |
| Sharpe Ratio | NA | 1.80 | -0.66 | 0.03 | 0.28 | NA | NA | … | … | 0.90 | 0.87 | -1.40 | -0.67 | 1.66 | 2.70 | -0.17 | 2.46 | 1.06 | -0.45 | 0.63 | 2.73 | 2.78 |
| Standard Deviation(%) | NA | 8.29 | 15.26 | 17.25 | 13.99 | NA | NA | … | … | 8.12 | 9.28 | 18.98 | 21.39 | 22.69 | 9.27 | 12.00 | 6.03 | 9.94 | 9.80 | 9.34 | 7.82 | 6.39 |
| Draw Down(%) | NA | 4.84 | 36.47 | 44.55 | 44.55 | NA | NA | … | … | 4.84 | 10.87 | 27.50 | 26.12 | 26.66 | 4.73 | 12.91 | 2.53 | 12.10 | 12.46 | 9.66 | 6.04 | 1.62 |
| Yield(%) | 0.00 | 2.56 | 1.64 | 2.63 | 3.89 | 3.44 | 2.58 | … | … | 1.75 | 2.98 | 1.74 | 0.96 | 1.97 | 7.66 | 5.15 | 3.30 | 1.99 | 8.81 | 2.33 | 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 |
|---|---|---|---|---|
| COVRX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS R4) |
-12.33%
Feb 2021 – Feb 2024 |
1.34%
Sep 2018 – Sep 2023 |
3.91%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COVRX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS R4) |
21.67%
Feb 2018 – Feb 2021 |
20.72%
Feb 2016 – Feb 2021 |
5.86%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart