Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GALEX (Columbia Disciplined Value T) | NA | 12.39% | -0.12% | 0.63% | 3.33% | NA | NA | … | … |
Data as of 04/04/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GALEX (Columbia Disciplined Value T) | 06/21/1996 | 04/04/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.39 | -0.12 | 0.63 | 3.33 | NA | NA | … | … | 5.23 | 15.46 | 20.69 | -38.73 | 1.17 | 22.58 | 10.09 | 13.27 | 28.06 | -29.72 | 4.83 | -3.20 | 6.42 | 23.91 | 27.53 | 11.41 |
| Sharpe Ratio | NA | 0.73 | -0.01 | -0.02 | 0.08 | NA | NA | … | … | 1.98 | 0.79 | 0.63 | -0.90 | -0.11 | 1.82 | 0.73 | 1.16 | 1.70 | -1.08 | 0.11 | -0.31 | 0.17 | 0.92 | -1.67 | 1.58 |
| Standard Deviation(%) | NA | 18.56 | 33.28 | 28.13 | 23.93 | NA | NA | … | … | 11.21 | 19.36 | 32.75 | 43.87 | 17.52 | 10.65 | 10.88 | 10.61 | 16.12 | 28.56 | 22.51 | 23.06 | 18.40 | 22.29 | 16.57 | 12.20 |
| Draw Down(%) | NA | 16.33 | 54.31 | 61.37 | 61.37 | NA | NA | … | … | 3.09 | 16.33 | 31.55 | 50.94 | 15.18 | 8.28 | 7.08 | 6.93 | 14.93 | 42.25 | 27.59 | 13.97 | 17.85 | 26.95 | 9.75 | 8.14 |
| Yield(%) | 0.00 | 1.19 | 1.13 | 5.37 | 4.63 | 7.63 | 5.72 | … | … | 0.00 | 1.45 | 1.58 | 1.26 | 12.89 | 11.51 | 9.03 | 1.70 | 0.61 | 0.00 | 2.66 | 17.30 | 13.27 | 4.03 | 22.61 | 13.12 |
Data as of 04/04/2011, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GALEX (Columbia Disciplined Value T) |
-17.23%
Feb 2006 – Feb 2009 |
-6.47%
Feb 2004 – Feb 2009 |
-3.16%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GALEX (Columbia Disciplined Value T) |
24.19%
Jul 1996 – Jul 1999 |
16.96%
Sep 2002 – Sep 2007 |
9.21%
Mar 1997 – Mar 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart