Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVLNX (Columbia Large Cap Value B) | NA | 14.94% | 6.58% | 1.22% | 6.32% | 2.74% | NA | … | … |
Data as of 04/26/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVLNX (Columbia Large Cap Value B) | 06/21/1996 | 04/26/2013 |
| 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.90 | 14.94 | 6.58 | 1.22 | 6.32 | 2.74 | NA | … | … | 12.51 | 14.77 | -8.86 | 13.32 | 21.50 | -37.79 | 1.77 | 16.72 | 7.42 | 12.45 | 30.27 | -19.84 | -8.06 | 2.71 | 0.15 | 16.13 | 25.57 | 11.31 |
| Sharpe Ratio | NA | 1.13 | 0.32 | 0.03 | 0.24 | NA | NA | … | … | 3.70 | 1.10 | -0.34 | 0.66 | 0.70 | -0.92 | -0.07 | 1.24 | 0.48 | 1.07 | 1.77 | -0.86 | -0.66 | -0.07 | -0.19 | 0.69 | -1.91 | 1.90 |
| Standard Deviation(%) | NA | 13.20 | 20.48 | 28.06 | 22.28 | NA | NA | … | … | 12.13 | 13.50 | 26.28 | 20.15 | 30.40 | 42.06 | 16.99 | 10.84 | 10.98 | 10.77 | 16.68 | 24.48 | 16.04 | 18.12 | 15.89 | 18.52 | 15.49 | 10.04 |
| Draw Down(%) | NA | 10.33 | 24.77 | 51.08 | 56.25 | NA | NA | … | … | 3.39 | 12.19 | 24.77 | 18.21 | 26.16 | 48.77 | 11.93 | 9.75 | 7.07 | 8.39 | 14.78 | 34.59 | 21.74 | 11.73 | 15.59 | 20.38 | 10.12 | 6.89 |
| Yield(%) | 0.00 | 0.93 | 0.65 | 0.54 | 3.67 | 3.95 | 5.22 | … | … | 0.11 | 1.03 | 0.24 | 0.64 | 0.43 | 0.81 | 11.89 | 6.73 | 1.19 | 0.56 | 0.47 | 2.21 | 8.24 | 21.57 | 10.23 | 13.43 | 23.11 | 8.95 |
Data as of 04/26/2013, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVLNX (Columbia Large Cap Value B) |
-16.08%
Feb 2006 – Feb 2009 |
-6.62%
Feb 2004 – Feb 2009 |
-2.80%
Feb 1999 – Feb 2009 |
2.28%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVLNX (Columbia Large Cap Value B) |
20.68%
Mar 2003 – Mar 2006 |
16.03%
Sep 2002 – Sep 2007 |
7.82%
Jul 1996 – Jul 2006 |
4.85%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart