Fund & Portfolio Comparison

Performance Comparison
Comparison Box

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

3-Year Annualized Rolling Return