Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GEVTX (Columbia Disciplined Value Z ) | NA | 12.59% | 0.15% | 0.92% | 3.66% | NA | NA | … | … |
Data as of 04/04/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEVTX (Columbia Disciplined Value Z ) | 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 | 12.59 | 0.15 | 0.92 | 3.66 | NA | NA | … | … | 5.18 | 15.78 | 20.97 | -38.45 | 1.44 | 22.91 | 10.45 | 13.61 | 28.67 | -29.51 | 5.38 | -2.90 | 6.83 | 24.30 | 27.94 | 11.59 |
| Sharpe Ratio | NA | 0.74 | 0.00 | -0.01 | 0.10 | NA | NA | … | … | 1.99 | 0.81 | 0.64 | -0.89 | -0.09 | 1.85 | 0.76 | 1.18 | 1.75 | -1.07 | 0.14 | -0.30 | 0.20 | 0.94 | 1.46 | 1.60 |
| Standard Deviation(%) | NA | 18.45 | 32.87 | 27.60 | 23.41 | NA | NA | … | … | 11.00 | 19.34 | 32.65 | 43.87 | 17.54 | 10.65 | 10.90 | 10.69 | 15.99 | 28.63 | 22.51 | 23.07 | 18.38 | 22.28 | 16.61 | 12.23 |
| Draw Down(%) | NA | 16.29 | 54.13 | 61.12 | 61.12 | NA | NA | … | … | 3.17 | 16.29 | 31.45 | 50.73 | 15.04 | 8.30 | 7.02 | 6.82 | 14.85 | 42.12 | 27.48 | 13.87 | 17.79 | 26.90 | 9.76 | 8.14 |
| Yield(%) | 0.00 | 1.37 | 1.31 | 5.49 | 4.83 | 7.83 | 5.88 | … | … | 0.00 | 1.71 | 1.83 | 1.48 | 12.93 | 11.60 | 9.18 | 1.98 | 1.14 | 0.00 | 2.63 | 17.31 | 13.29 | 4.19 | 23.00 | 13.36 |
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 |
|---|---|---|---|---|
| GEVTX (Columbia Disciplined Value Z ) |
-16.98%
Feb 2006 – Feb 2009 |
-6.19%
Feb 2004 – Feb 2009 |
-2.82%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEVTX (Columbia Disciplined Value Z ) |
24.62%
Jul 1996 – Jul 1999 |
17.33%
Sep 2002 – Sep 2007 |
9.60%
Mar 1997 – Mar 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart