Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDCCX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS C) | 16.13% | 30.13% | 18.43% | 3.46% | 7.16% | 8.33% | NA | … | … |
Data as of 06/11/2026, Common starting date is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDCCX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS C) | 08/14/2008 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.84 | 30.13 | 18.43 | 3.46 | 7.16 | 8.33 | NA | … | … | 16.13 | 13.60 | 15.31 | 14.51 | -17.56 | -1.25 | 1.36 | 18.23 | -9.93 | 16.87 | 12.89 | -4.75 | 14.49 | 32.19 | 15.62 | 2.19 | 16.88 | 19.31 | -34.31 |
| Sharpe Ratio | NA | 2.43 | 1.16 | 0.03 | 0.26 | NA | NA | … | … | 2.89 | 0.67 | 1.03 | 0.83 | -0.81 | -0.04 | 0.03 | 1.38 | -0.73 | 2.12 | 0.89 | -0.30 | 1.24 | 2.70 | 1.17 | 0.09 | 0.81 | 0.58 | -0.98 |
| Standard Deviation(%) | NA | 11.07 | 13.29 | 20.00 | 19.91 | NA | NA | … | … | 12.13 | 16.15 | 11.40 | 13.13 | 23.55 | 30.34 | 36.44 | 12.16 | 15.63 | 7.68 | 14.23 | 15.77 | 11.64 | 11.91 | 13.38 | 24.94 | 20.83 | 32.91 | 68.54 |
| Draw Down(%) | NA | 6.34 | 17.86 | 36.56 | 37.88 | NA | NA | … | … | 6.34 | 15.13 | 8.22 | 10.68 | 19.91 | 24.64 | 37.88 | 7.92 | 21.20 | 3.91 | 11.23 | 13.71 | 8.62 | 5.57 | 12.08 | 21.40 | 16.81 | 34.09 | 48.79 |
| Yield(%) | 0.00 | 11.59 | 10.57 | 4.85 | 6.27 | 7.40 | 5.06 | … | … | 0.00 | 11.78 | 11.75 | 7.67 | 0.68 | 1.94 | 0.90 | 11.00 | 9.07 | 7.34 | 0.98 | 5.44 | 5.89 | 7.38 | 5.63 | 16.99 | 18.14 | 5.12 | 0.20 |
Data as of 06/11/2026, Common starting date is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDCCX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS C) |
-6.21%
Dec 2019 – Dec 2022 |
-2.55%
Dec 2017 – Dec 2022 |
3.08%
Oct 2013 – Oct 2023 |
5.21%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDCCX (COLUMBIA DISCIPLINED VALUE FUND COLUMBIA DISCIPLINED VALUE FUND CLASS C) |
26.50%
Feb 2009 – Feb 2012 |
23.35%
Feb 2009 – Feb 2014 |
14.96%
Feb 2009 – Feb 2019 |
10.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart