Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFSZX (Columbia Federal Securities Z ) | NA | 1.85% | 4.06% | 5.04% | 4.14% | NA | NA | … | … |
Data as of 05/18/2011, Common starting date is 03/07/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFSZX (Columbia Federal Securities Z ) | 03/07/2001 | 05/18/2011 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.85 | 4.06 | 5.04 | 4.14 | NA | NA | … | … | -0.09 | 4.47 | 1.15 | 8.66 | 6.01 | 3.76 | 2.50 | 4.12 | 2.24 | 7.12 | 0.00 |
| Sharpe Ratio | NA | 0.49 | 0.86 | 0.86 | 0.64 | NA | NA | … | … | -0.10 | 1.23 | 0.25 | 1.24 | 0.73 | 0.15 | 0.10 | 0.74 | 0.32 | 1.32 | -0.40 |
| Standard Deviation(%) | NA | 3.64 | 4.49 | 4.42 | 4.40 | NA | NA | … | … | 3.23 | 3.56 | 4.31 | 6.20 | 4.14 | 3.43 | 3.31 | 4.33 | 4.86 | 4.55 | 5.28 |
| Draw Down(%) | NA | 3.62 | 3.82 | 3.82 | 6.09 | NA | NA | … | … | 1.57 | 3.42 | 3.31 | 3.63 | 2.68 | 2.46 | 2.64 | 4.63 | 5.26 | 2.91 | 5.45 |
| Yield(%) | 0.00 | 2.32 | 3.18 | 3.88 | 3.69 | 2.42 | 1.81 | … | … | 0.55 | 2.48 | 3.37 | 4.46 | 4.65 | 4.65 | 4.31 | 4.22 | 4.13 | 2.96 | 0.00 |
Data as of 05/18/2011, Common starting date is 03/07/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFSZX (Columbia Federal Securities Z ) |
1.41%
May 2003 – May 2006 |
2.97%
Oct 2001 – Oct 2006 |
4.13%
Apr 2001 – Apr 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFSZX (Columbia Federal Securities Z ) |
6.44%
Jun 2007 – Jun 2010 |
5.43%
Oct 2005 – Oct 2010 |
4.13%
Apr 2001 – Apr 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
