Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INEGX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS B) | NA | 19.56% | 3.97% | 9.89% | 3.60% | 7.81% | 4.71% | … | … |
Data as of 08/04/2017, Common starting date is 06/29/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INEGX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS B) | 06/29/1984 | 08/04/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 19.56 | 3.97 | 9.89 | 3.60 | 7.81 | 4.71 | … | … | 12.76 | 5.70 | -6.58 | 6.16 | 29.56 | 14.59 | -6.89 | 13.36 | 27.18 | -39.89 | 5.79 | 19.47 | 11.29 | 13.75 | 31.28 | -26.62 | -5.18 | -0.40 | 9.88 | 8.46 | 23.38 | 20.97 | 23.72 | -7.88 | 8.92 | 5.37 | 24.11 | -8.35 | 11.48 | 13.72 | -3.44 | 12.04 | 25.34 | 10.70 |
| Sharpe Ratio | NA | 2.23 | 0.27 | 0.76 | 0.16 | NA | NA | … | … | 2.93 | 0.36 | -0.42 | 0.53 | 2.54 | 1.11 | -0.27 | 0.68 | 0.94 | -0.97 | 0.17 | 1.44 | 0.78 | 1.05 | 1.74 | -1.06 | -0.39 | -0.23 | 0.41 | 0.30 | 1.88 | 1.96 | 2.90 | -1.24 | 0.75 | 0.29 | 1.76 | -1.08 | 0.53 | 0.64 | -0.48 | 0.84 | 2.56 | 1.70 |
| Standard Deviation(%) | NA | 8.59 | 13.92 | 12.93 | 21.85 | NA | NA | … | … | 7.51 | 15.42 | 15.67 | 11.49 | 11.61 | 13.24 | 25.94 | 19.46 | 28.75 | 41.97 | 16.53 | 11.33 | 11.66 | 12.21 | 17.61 | 26.16 | 19.77 | 19.42 | 16.41 | 17.29 | 10.52 | 8.84 | 6.85 | 8.70 | 9.14 | 10.20 | 11.51 | 12.55 | 10.98 | 14.15 | 15.53 | 9.34 | 7.88 | 9.24 |
| Draw Down(%) | NA | 3.68 | 22.36 | 22.36 | 57.34 | NA | NA | … | … | 1.87 | 13.38 | 15.65 | 9.53 | 5.54 | 11.89 | 24.93 | 18.05 | 27.60 | 50.20 | 10.85 | 11.02 | 8.56 | 8.90 | 16.32 | 38.90 | 24.05 | 13.24 | 15.47 | 20.36 | 7.52 | 6.12 | 2.91 | 10.96 | 6.55 | 7.01 | 5.16 | 19.33 | 9.61 | 9.33 | 23.23 | 5.54 | 4.89 | 3.57 |
| Yield(%) | 0.00 | 1.15 | 3.69 | 5.83 | 3.39 | 5.00 | 3.98 | … | … | 0.22 | 1.65 | 3.46 | 13.67 | 4.67 | 0.78 | 0.28 | 0.16 | 1.05 | 5.42 | 6.23 | 0.30 | 0.62 | 0.40 | 0.38 | 0.21 | 7.23 | 2.27 | 9.61 | 13.33 | 20.44 | 12.67 | 2.05 | 1.95 | 2.02 | 2.28 | 3.25 | 3.26 | 4.22 | 3.91 | 3.23 | 3.34 | 3.54 | 1.43 |
Data as of 08/04/2017, Common starting date is 06/29/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INEGX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS B) |
-16.51%
Feb 2006 – Feb 2009 |
-7.03%
Mar 1998 – Mar 2003 |
-2.37%
Feb 1999 – Feb 2009 |
2.44%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INEGX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS B) |
24.50%
Mar 2003 – Mar 2006 |
19.79%
Feb 2009 – Feb 2014 |
12.04%
Oct 1990 – Oct 2000 |
11.39%
Jul 1984 – Jul 1999 |
Annualized Rolling Returns Comparison Chart