Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVALX (Columbia Large Cap Value C) | NA | 23.11% | 10.87% | 2.30% | 5.15% | 2.79% | NA | … | … |
Data as of 06/12/2013, Common starting date is 05/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVALX (Columbia Large Cap Value C) | 05/22/1997 | 06/12/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 23.11 | 10.87 | 2.30 | 5.15 | 2.79 | NA | … | … | 12.51 | 14.77 | -8.86 | 13.32 | 21.50 | -37.84 | 1.77 | 16.80 | 7.42 | 12.50 | 30.12 | -19.92 | -8.06 | 2.71 | 0.26 | 16.45 | 13.32 |
| Sharpe Ratio | NA | 1.95 | 0.56 | 0.08 | 0.18 | NA | NA | … | … | 2.99 | 1.10 | -0.34 | 0.65 | 0.70 | -0.92 | -0.07 | 1.26 | 0.47 | 1.08 | 1.78 | -0.86 | -0.66 | -0.07 | -0.19 | 0.71 | 1.15 |
| Standard Deviation(%) | NA | 11.84 | 19.13 | 27.96 | 22.21 | NA | NA | … | … | 10.15 | 13.50 | 26.29 | 20.20 | 30.37 | 42.13 | 16.97 | 10.74 | 11.07 | 10.73 | 16.57 | 24.48 | 16.08 | 18.14 | 15.86 | 18.53 | 16.75 |
| Draw Down(%) | NA | 6.79 | 24.77 | 48.20 | 56.25 | NA | NA | … | … | 3.32 | 12.10 | 24.77 | 18.21 | 26.16 | 48.81 | 11.93 | 9.75 | 7.07 | 8.40 | 14.69 | 34.76 | 21.76 | 11.74 | 15.60 | 20.30 | 10.07 |
| Yield(%) | 0.00 | 0.99 | 0.73 | 0.57 | 3.28 | 3.98 | 4.18 | … | … | 0.11 | 1.03 | 0.24 | 0.64 | 0.43 | 0.81 | 11.89 | 6.73 | 1.19 | 0.51 | 0.43 | 2.05 | 8.24 | 21.58 | 10.25 | 13.55 | 16.80 |
Data as of 06/12/2013, Common starting date is 05/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVALX (Columbia Large Cap Value C) |
-16.10%
Feb 2006 – Feb 2009 |
-6.62%
Feb 2004 – Feb 2009 |
-2.81%
Feb 1999 – Feb 2009 |
2.30%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVALX (Columbia Large Cap Value C) |
20.69%
Mar 2003 – Mar 2006 |
16.07%
Sep 2002 – Sep 2007 |
6.99%
Mar 2003 – Mar 2013 |
3.01%
Jan 1998 – Jan 2013 |
Annualized Rolling Returns Comparison Chart