Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCIAX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS Z) | 17.45% | 34.70% | 17.68% | 1.32% | 9.38% | 8.40% | 7.51% | … | … |
Data as of 06/10/2026, Common starting date is 06/29/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCIAX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS Z) | 06/29/1999 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.70 | 34.70 | 17.68 | 1.32 | 9.38 | 8.40 | 7.51 | … | … | 17.45 | 19.87 | 9.81 | 12.23 | -25.29 | -14.47 | 38.32 | 26.48 | -0.80 | 15.40 | 11.49 | -4.34 | 8.71 | 24.41 | 13.32 | -4.85 | 19.41 | 33.59 | -33.27 | 6.66 | 10.01 | 3.48 | 11.11 | 24.19 | -12.37 | -11.11 | -9.49 | 7.64 |
| Sharpe Ratio | NA | 2.39 | 1.31 | -0.05 | 0.54 | NA | NA | … | … | 2.64 | 1.29 | 0.74 | 0.93 | -1.41 | -0.67 | 1.67 | 2.70 | -0.18 | 2.55 | 1.13 | -0.44 | 0.95 | 3.16 | 1.60 | -0.34 | 1.75 | 3.13 | -1.70 | 0.41 | 1.12 | 0.19 | 1.36 | 2.84 | -1.09 | -1.19 | -0.60 | 0.73 |
| Standard Deviation(%) | NA | 14.87 | 11.92 | 15.12 | 14.57 | NA | NA | … | … | 17.95 | 13.21 | 8.31 | 9.28 | 19.04 | 21.52 | 22.66 | 9.27 | 12.02 | 5.80 | 10.01 | 9.82 | 9.18 | 7.71 | 8.35 | 14.28 | 11.07 | 10.71 | 20.13 | 8.55 | 5.93 | 6.36 | 7.44 | 8.25 | 12.38 | 11.56 | 22.98 | 16.32 |
| Draw Down(%) | NA | 7.77 | 12.12 | 40.55 | 44.74 | NA | NA | … | … | 7.77 | 12.12 | 4.86 | 10.82 | 27.57 | 26.26 | 26.58 | 4.68 | 12.92 | 2.55 | 12.13 | 12.44 | 9.07 | 5.38 | 8.64 | 18.64 | 9.29 | 6.38 | 41.29 | 6.59 | 4.79 | 6.73 | 5.62 | 4.72 | 20.81 | 16.92 | 26.39 | 7.59 |
| Yield(%) | 0.00 | 1.95 | 2.45 | 1.44 | 3.83 | 4.51 | 4.62 | … | … | 0.47 | 1.96 | 2.38 | 3.02 | 1.76 | 0.97 | 2.25 | 7.73 | 5.19 | 3.32 | 2.82 | 8.87 | 5.17 | 2.80 | 3.52 | 3.03 | 4.01 | 3.61 | 3.65 | 11.13 | 13.73 | 8.64 | 4.04 | 1.76 | 0.00 | 0.00 | 0.00 | 2.31 |
Data as of 06/10/2026, Common starting date is 06/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCIAX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS Z) |
-14.69%
Mar 2000 – Mar 2003 |
-3.62%
Mar 2000 – Mar 2005 |
-0.43%
Feb 2000 – Feb 2010 |
3.51%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCIAX (COLUMBIA CONVERTIBLE SECURITIES FUND COLUMBIA CONVERTIBLE SECURITIES FUND CLASS Z) |
21.75%
Feb 2018 – Feb 2021 |
20.94%
Feb 2016 – Feb 2021 |
12.87%
Sep 2011 – Sep 2021 |
9.74%
Feb 2006 – Feb 2021 |
Annualized Rolling Returns Comparison Chart