Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
COVWX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS T) NA -13.30% 4.56% 2.56% NA NA NA
Data as of 12/14/2018, Common starting date is 04/07/2011
More Performance Analytics Comparison
Name Start Date End Date
COVWX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS T) 04/07/2011 12/14/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) -1.03 -13.30 4.56 2.56 NA NA NA -15.00 29.58 0.69 4.09 -7.13 23.01 17.40 -15.27
Sharpe Ratio NA -1.10 0.27 0.16 NA NA NA -1.26 3.65 0.02 0.25 -0.59 1.78 1.06 -0.67
Standard Deviation(%) NA 13.25 14.52 14.39 NA NA NA 13.44 7.96 19.64 16.13 12.06 12.90 16.46 30.32
Draw Down(%) NA 21.26 21.26 21.52 NA NA NA 21.26 2.31 14.70 14.44 14.04 9.10 15.87 25.09
Yield(%) 0.00 4.56 3.22 2.74 1.99 1.32 0.99 1.39 4.01 1.79 2.11 2.97 1.75 2.35 2.94
Data as of 12/14/2018, Common starting date is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
COVWX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS T) -0.90%
Dec 2013 – Dec 2016
1.87%
Jun 2011 – Jun 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
COVWX (COLUMBIA OVERSEAS VALUE FUND COLUMBIA OVERSEAS VALUE FUND CLASS T) 15.00%
May 2012 – May 2015
10.74%
May 2012 – May 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return