Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVQZX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS Z) | NA | 12.46% | 17.40% | 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 |
|---|---|---|
| CVQZX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE 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 (%) | -0.92 | 12.46 | 17.40 | NA | NA | NA | NA | … | … | 0.31 | 10.69 | 33.62 | 16.64 | -4.34 | -8.56 |
| Sharpe Ratio | NA | 1.09 | 1.37 | NA | NA | NA | NA | … | … | 0.09 | 0.97 | 2.81 | 1.25 | -0.17 | -0.79 |
| Standard Deviation(%) | NA | 12.45 | 12.71 | NA | NA | NA | NA | … | … | 14.58 | 11.47 | 11.96 | 13.43 | 25.75 | 36.74 |
| Draw Down(%) | NA | 8.66 | 11.95 | NA | NA | NA | NA | … | … | 4.04 | 8.66 | 5.54 | 11.95 | 24.05 | 16.31 |
| Yield(%) | 0.00 | 6.55 | 7.59 | 5.82 | 2.91 | 1.94 | 1.45 | … | … | 0.00 | 6.81 | 8.38 | 6.57 | 9.97 | 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 |
|---|---|---|---|---|
| CVQZX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS Z) |
7.82%
Oct 2010 – Oct 2013 |
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 |
|---|---|---|---|---|
| CVQZX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS Z) |
24.73%
Sep 2011 – Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart