Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGPAX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS Z) | NA | -3.96% | 4.80% | 5.67% | 9.39% | 6.94% | 5.34% | … | … |
Data as of 07/10/2020, Common starting date is 12/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGPAX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS Z) | 12/20/1996 | 07/10/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.43 | -3.96 | 4.80 | 5.67 | 9.39 | 6.94 | 5.34 | … | … | -10.95 | 28.29 | -10.42 | 27.82 | 5.64 | -1.78 | 7.43 | 26.39 | 14.65 | -4.55 | 19.29 | 35.34 | -39.29 | 10.51 | 16.81 | 9.78 | 14.49 | 34.35 | -20.64 | -14.07 | 4.58 | 23.67 | 7.33 | 12.66 | 0.52 |
| Sharpe Ratio | NA | -0.15 | 0.17 | 0.26 | 0.53 | NA | NA | … | … | -0.47 | 2.30 | -0.77 | 4.16 | 0.38 | -0.13 | 0.65 | 2.47 | 1.18 | -0.19 | 1.01 | 1.23 | -1.00 | 0.46 | 1.14 | 0.72 | 1.20 | 2.15 | -0.98 | -0.89 | 0.03 | 1.28 | 0.19 | 0.72 | 3.88 |
| Standard Deviation(%) | NA | 32.24 | 21.31 | 18.57 | 16.99 | NA | NA | … | … | 43.28 | 11.69 | 15.17 | 6.57 | 14.14 | 14.21 | 11.36 | 10.67 | 12.48 | 24.14 | 18.95 | 28.65 | 40.10 | 16.40 | 11.86 | 10.54 | 11.31 | 15.66 | 22.19 | 18.78 | 21.47 | 15.97 | 20.61 | 12.68 | 5.37 |
| Draw Down(%) | NA | 32.62 | 32.62 | 32.62 | 32.62 | NA | NA | … | … | 32.62 | 6.79 | 20.83 | 1.76 | 12.52 | 13.68 | 8.42 | 7.00 | 10.86 | 22.48 | 15.04 | 25.19 | 50.66 | 10.63 | 11.49 | 7.24 | 9.45 | 13.95 | 31.60 | 29.95 | 12.49 | 11.44 | 29.80 | 11.82 | 0.39 |
| Yield(%) | 0.00 | 6.69 | 6.39 | 6.84 | 8.27 | 6.77 | 5.20 | … | … | 3.17 | 7.65 | 7.06 | 1.84 | 2.88 | 20.64 | 5.48 | 2.68 | 2.16 | 0.85 | 0.44 | 0.34 | 16.90 | 6.52 | 5.28 | 5.43 | 0.79 | 0.31 | 0.27 | 0.35 | 20.53 | 2.86 | 0.84 | 3.99 | 1.09 |
Data as of 07/10/2020, Common starting date is 12/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGPAX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS Z) |
-14.15%
Feb 2006 – Feb 2009 |
-4.25%
Feb 2004 – Feb 2009 |
0.11%
Feb 1999 – Feb 2009 |
4.51%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGPAX (COLUMBIA GLOBAL STRATEGIC EQUITY FUND COLUMBIA GLOBAL STRATEGIC EQUITY FUND CLASS Z) |
26.12%
Feb 2009 – Feb 2012 |
21.85%
Feb 2009 – Feb 2014 |
14.13%
Feb 2009 – Feb 2019 |
10.60%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart