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
CUGZX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS Z) NA 3.69% 0.12% NA NA NA NA
Data as of 03/30/2015, Common starting date is 09/28/2010
More Performance Analytics Comparison
Name Start Date End Date
CUGZX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS Z) 09/28/2010 03/30/2015
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2015 2014 2013 2012 2011 2010
Annualized Return (%) 0.00 3.69 0.12 NA NA NA NA 0.82 3.02 -4.28 1.81 5.15 -0.57
Sharpe Ratio NA 1.56 0.03 NA NA NA NA 1.51 1.29 -1.50 0.68 1.93 -0.58
Standard Deviation(%) NA 2.36 2.70 NA NA NA NA 2.29 2.42 2.87 2.61 2.65 3.88
Draw Down(%) NA 1.09 7.43 NA NA NA NA 0.36 1.09 4.63 3.11 1.26 3.00
Yield(%) 0.00 1.09 0.35 0.22 0.11 0.07 0.06 0.45 0.63 0.00 0.00 0.00 0.00
Data as of 03/30/2015, Common starting date is 09/28/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CUGZX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS Z) -0.60%
Aug 2011 – Aug 2014
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CUGZX (COLUMBIA U.S. GOVERNMENT MORTGAGE FUND COLUMBIA U.S. GOVERNMENT MORTGAGE FUND CLASS Z) 0.99%
Oct 2010 – Oct 2013
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return