Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ILVFX (Columbia Integrated Large Cap Value Fund Institutional Class) | NA | 12.48% | 16.27% | NA | NA | NA | NA | … | … |
Data as of 10/08/2025, Common starting date is 01/26/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ILVFX (Columbia Integrated Large Cap Value Fund Institutional Class) | 01/26/2022 | 10/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 12.48 | 16.27 | NA | NA | NA | NA | … | … | 10.55 | 14.90 | 14.02 | -3.62 |
| Sharpe Ratio | NA | 0.59 | 0.89 | NA | NA | NA | NA | … | … | 0.65 | 1.02 | 0.80 | -0.26 |
| Standard Deviation(%) | NA | 16.03 | 14.22 | NA | NA | NA | NA | … | … | 17.02 | 11.05 | 13.03 | 20.63 |
| Draw Down(%) | NA | 16.50 | 16.50 | NA | NA | NA | NA | … | … | 15.43 | 7.17 | 10.96 | 17.65 |
| Yield(%) | 0.00 | 35.12 | 21.26 | 11.42 | 5.71 | 3.81 | 2.85 | … | … | 1.02 | 39.50 | 11.95 | 12.82 |
Data as of 10/08/2025, Common starting date is 01/26/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ILVFX (Columbia Integrated Large Cap Value Fund Institutional Class) |
6.66%
Mar 2022 – Mar 2025 |
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 |
|---|---|---|---|---|
| ILVFX (Columbia Integrated Large Cap Value Fund Institutional Class) |
16.93%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart