Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IEVAX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS A) | 6.86% | 21.70% | 16.00% | 5.71% | 7.86% | 7.72% | 6.23% | … | … |
Data as of 06/08/2026, Common starting date is 03/29/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IEVAX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS A) | 03/29/1995 | 06/08/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.91 | 21.70 | 16.00 | 5.71 | 7.86 | 7.72 | 6.23 | … | … | 6.86 | 21.42 | 11.77 | 12.00 | -13.94 | 10.32 | -3.74 | 24.55 | -9.61 | 21.92 | 6.49 | -5.83 | 6.89 | 30.60 | 15.50 | -6.21 | 14.69 | 28.17 | -39.36 | 6.70 | 20.28 | 11.79 | 14.12 | 32.33 | -26.09 | -4.44 | 0.30 | 10.50 | 9.28 | 24.42 | 21.80 | 16.24 |
| Sharpe Ratio | NA | 1.84 | 1.06 | 0.21 | 0.37 | NA | NA | … | … | 1.08 | 1.26 | 0.79 | 0.73 | -0.74 | 0.70 | -0.11 | 2.12 | -0.77 | 3.08 | 0.41 | -0.37 | 0.60 | 2.63 | 1.18 | -0.24 | 0.75 | 0.98 | -0.96 | 0.22 | 1.50 | 0.82 | 1.08 | 1.81 | -1.03 | -0.35 | -0.20 | 0.43 | 0.34 | 1.95 | 2.02 | 2.57 |
| Standard Deviation(%) | NA | 10.87 | 12.36 | 14.88 | 17.04 | NA | NA | … | … | 12.95 | 14.72 | 10.35 | 11.51 | 20.89 | 14.71 | 35.12 | 10.90 | 14.32 | 6.94 | 15.34 | 15.68 | 11.52 | 11.61 | 13.24 | 25.82 | 19.38 | 28.71 | 41.98 | 16.56 | 11.31 | 11.65 | 12.14 | 17.51 | 26.32 | 19.75 | 19.37 | 16.50 | 17.24 | 10.58 | 8.88 | 7.03 |
| Draw Down(%) | NA | 8.80 | 14.12 | 27.78 | 37.87 | NA | NA | … | … | 8.80 | 14.12 | 7.51 | 9.19 | 24.78 | 10.71 | 37.87 | 7.56 | 19.53 | 2.09 | 13.26 | 15.41 | 9.48 | 5.49 | 11.79 | 24.67 | 17.55 | 27.45 | 49.78 | 10.75 | 10.96 | 8.38 | 8.90 | 16.21 | 38.72 | 23.90 | 13.07 | 15.33 | 20.04 | 7.50 | 6.03 | 2.81 |
| Yield(%) | 0.00 | 10.99 | 9.60 | 5.37 | 6.11 | 6.65 | 5.34 | … | … | 0.76 | 11.09 | 10.45 | 6.59 | 1.35 | 2.64 | 1.54 | 10.41 | 8.37 | 1.97 | 2.40 | 4.23 | 14.52 | 5.58 | 1.65 | 1.09 | 1.38 | 1.89 | 6.12 | 7.06 | 1.16 | 1.11 | 0.84 | 1.23 | 0.96 | 8.06 | 2.88 | 10.30 | 14.11 | 21.30 | 13.54 | 2.55 |
Data as of 06/08/2026, Common starting date is 03/29/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEVAX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS A) |
-15.79%
Feb 2006 – Feb 2009 |
-6.37%
Mar 1998 – Mar 2003 |
-1.70%
Feb 1999 – Feb 2009 |
2.52%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IEVAX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS A) |
25.13%
Mar 2003 – Mar 2006 |
20.79%
Feb 2009 – Feb 2014 |
12.83%
Feb 2009 – Feb 2019 |
9.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart