Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDLWX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS W) | NA | -13.24% | 5.64% | 8.34% | 13.94% | NA | NA | … | … |
Data as of 12/14/2018, Common starting date is 07/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDLWX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS W) | 07/30/2008 | 12/14/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -13.70 | -13.24 | 5.64 | 8.34 | 13.94 | NA | NA | … | … | -13.89 | 29.15 | 4.99 | 6.93 | 15.81 | 34.92 | 13.47 | 1.73 | 15.61 | 35.75 | -33.15 |
| Sharpe Ratio | NA | -0.65 | 0.31 | 0.53 | 0.78 | NA | NA | … | … | -0.69 | 3.69 | 0.35 | 0.44 | 1.26 | 3.09 | 1.01 | 0.07 | 0.82 | 1.40 | -1.11 |
| Standard Deviation(%) | NA | 22.25 | 15.77 | 15.09 | 17.34 | NA | NA | … | … | 22.67 | 7.77 | 13.47 | 15.61 | 12.54 | 11.28 | 13.36 | 22.83 | 19.01 | 25.52 | 55.65 |
| Draw Down(%) | NA | 24.88 | 24.88 | 24.88 | 24.88 | NA | NA | … | … | 24.88 | 2.27 | 12.77 | 11.43 | 8.74 | 6.12 | 10.26 | 19.16 | 16.72 | 23.04 | 45.03 |
| Yield(%) | 0.00 | 0.00 | 11.66 | 11.46 | 14.98 | 6.40 | 4.80 | … | … | 0.00 | 15.10 | 6.17 | 12.71 | 12.55 | 23.31 | 11.42 | 15.13 | 6.41 | 0.60 | 0.44 |
Data as of 12/14/2018, Common starting date is 07/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDLWX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS W) |
1.61%
Aug 2008 – Aug 2011 |
6.97%
Aug 2008 – Aug 2013 |
12.09%
Aug 2008 – Aug 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDLWX (COLUMBIA DISCIPLINED GROWTH FUND COLUMBIA DISCIPLINED GROWTH FUND CLASS W) |
27.19%
Feb 2009 – Feb 2012 |
23.12%
Feb 2009 – Feb 2014 |
16.02%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart