Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDLAX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS A) | 2.29% | 20.67% | 21.04% | 13.28% | 15.91% | 15.08% | NA | … | … |
Data as of 06/08/2026, Common starting date is 05/18/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDLAX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS A) | 05/18/2007 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.35 | 20.67 | 21.04 | 13.28 | 15.91 | 15.08 | NA | … | … | 2.29 | 18.41 | 28.05 | 40.80 | -27.94 | 29.54 | 28.32 | 28.28 | -3.92 | 29.28 | 5.06 | 6.92 | 16.25 | 35.06 | 13.59 | 2.13 | 16.16 | 35.40 | -40.78 | 0.25 |
| Sharpe Ratio | NA | 1.16 | 0.91 | 0.50 | 0.68 | NA | NA | … | … | 0.11 | 0.66 | 1.41 | 2.37 | -0.98 | 1.77 | 0.80 | 1.83 | -0.27 | 3.73 | 0.36 | 0.44 | 1.28 | 3.10 | 1.03 | 0.09 | 0.85 | 1.38 | -1.04 | -0.13 |
| Standard Deviation(%) | NA | 16.29 | 19.36 | 21.41 | 20.94 | NA | NA | … | … | 18.30 | 23.72 | 17.35 | 15.82 | 30.07 | 16.65 | 34.87 | 14.65 | 19.57 | 7.70 | 13.51 | 15.67 | 12.65 | 11.31 | 13.30 | 22.88 | 18.99 | 25.65 | 39.84 | 18.59 |
| Draw Down(%) | NA | 15.93 | 24.85 | 31.02 | 31.87 | NA | NA | … | … | 14.66 | 24.58 | 12.96 | 11.13 | 30.51 | 8.50 | 31.87 | 9.71 | 21.79 | 2.28 | 12.85 | 11.38 | 8.68 | 6.15 | 10.31 | 19.21 | 16.54 | 23.08 | 50.79 | 10.49 |
| Yield(%) | 0.00 | 8.87 | 10.06 | 10.83 | 13.59 | 12.84 | 8.95 | … | … | 0.00 | 8.91 | 12.02 | 7.71 | 8.00 | 26.56 | 14.11 | 9.51 | 12.86 | 15.21 | 6.21 | 12.79 | 12.64 | 23.46 | 11.46 | 15.24 | 6.76 | 0.54 | 0.41 | 0.63 |
Data as of 06/08/2026, Common starting date is 05/18/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDLAX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS A) |
-9.05%
Jun 2007 – Jun 2010 |
0.80%
Oct 2007 – Oct 2012 |
8.05%
Jun 2007 – Jun 2017 |
8.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDLAX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS A) |
28.76%
Dec 2022 – Dec 2025 |
23.34%
Feb 2009 – Feb 2014 |
18.16%
Dec 2011 – Dec 2021 |
17.27%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart