Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPGRX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS R4) | NA | 42.71% | -2.55% | 5.92% | 8.08% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPGRX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH 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 (%) | 5.69 | 42.71 | -2.55 | 5.92 | 8.08 | NA | NA | … | … | 33.03 | 25.24 | -31.26 | -3.05 | 17.39 | 35.20 | -5.20 | 22.91 | 2.18 | 4.97 | 7.23 | 19.06 | 1.65 |
| Sharpe Ratio | NA | 2.05 | -0.25 | 0.12 | 0.29 | NA | NA | … | … | 1.69 | 1.22 | -0.90 | -0.11 | 0.48 | 2.33 | -0.35 | 2.56 | 0.13 | 0.32 | 0.48 | 1.16 | 0.90 |
| Standard Deviation(%) | NA | 17.54 | 28.04 | 28.40 | 22.76 | NA | NA | … | … | 17.86 | 17.37 | 36.23 | 28.83 | 35.90 | 14.52 | 18.75 | 8.74 | 15.78 | 15.62 | 15.19 | 16.35 | 14.80 |
| Draw Down(%) | NA | 10.80 | 50.95 | 52.82 | 52.82 | NA | NA | … | … | 10.80 | 16.61 | 38.31 | 27.46 | 34.47 | 8.10 | 22.64 | 3.57 | 15.90 | 11.95 | 11.23 | 11.02 | 3.13 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.51 | 6.35 | 5.56 | 4.17 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.06 | 19.36 | 13.78 | 5.88 | 15.10 | 15.76 | 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 |
|---|---|---|---|---|
| CPGRX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS R4) |
-11.04%
Oct 2020 – Oct 2023 |
-0.28%
Sep 2018 – Sep 2023 |
3.55%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPGRX (COLUMBIA MID CAP GROWTH FUND COLUMBIA MID CAP GROWTH FUND CLASS R4) |
21.46%
Oct 2018 – Oct 2021 |
18.32%
Oct 2016 – Oct 2021 |
7.00%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart