Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPXRX (COLUMBIA MID CAP INDEX FUND COLUMBIA MID CAP INDEX FUND CLASS R5) | 12.20% | 23.75% | 15.74% | 2.40% | 7.20% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/09/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPXRX (COLUMBIA MID CAP INDEX FUND COLUMBIA MID CAP INDEX FUND CLASS R5) | 11/09/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.83 | 23.75 | 15.74 | 2.40 | 7.20 | NA | NA | … | … | 12.20 | 7.29 | 13.66 | 16.29 | -21.24 | 6.59 | 3.79 | 26.56 | -11.39 | 15.96 | 21.01 | -2.34 | 7.78 | 27.59 | 1.10 |
| Sharpe Ratio | NA | 1.35 | 0.70 | -0.01 | 0.26 | NA | NA | … | … | 1.68 | 0.21 | 0.63 | 0.73 | -0.85 | 0.31 | 0.08 | 1.74 | -0.79 | 1.60 | 1.13 | -0.16 | 0.59 | 2.02 | 0.46 |
| Standard Deviation(%) | NA | 15.61 | 17.90 | 20.51 | 21.90 | NA | NA | … | … | 16.88 | 20.89 | 15.98 | 17.49 | 26.79 | 20.89 | 41.92 | 14.39 | 16.18 | 9.61 | 18.42 | 14.96 | 13.22 | 13.62 | 18.04 |
| Draw Down(%) | NA | 8.89 | 24.05 | 34.82 | 42.09 | NA | NA | … | … | 8.89 | 21.97 | 8.28 | 14.45 | 26.31 | 17.28 | 42.09 | 8.50 | 23.20 | 5.48 | 11.27 | 12.61 | 10.74 | 7.27 | 5.09 |
| Yield(%) | 0.00 | 9.03 | 9.74 | 4.53 | 6.24 | 6.56 | 4.92 | … | … | 0.00 | 8.80 | 11.24 | 8.29 | 1.13 | 1.12 | 1.19 | 7.12 | 8.01 | 8.11 | 8.98 | 8.89 | 4.79 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/09/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPXRX (COLUMBIA MID CAP INDEX FUND COLUMBIA MID CAP INDEX FUND CLASS R5) |
-5.25%
Apr 2021 – Apr 2024 |
-1.11%
May 2018 – May 2023 |
3.69%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPXRX (COLUMBIA MID CAP INDEX FUND COLUMBIA MID CAP INDEX FUND CLASS R5) |
17.22%
May 2023 – May 2026 |
13.51%
Dec 2012 – Dec 2017 |
8.21%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart