Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSEDX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS R5) | 12.03% | 30.56% | 20.03% | 8.47% | 10.90% | 10.62% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/19/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSEDX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS R5) | 12/19/2006 | 06/05/2026 |
| 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 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.27 | 30.56 | 20.03 | 8.47 | 10.90 | 10.62 | NA | … | … | 12.03 | 19.94 | 15.75 | 9.98 | -11.53 | 17.46 | 5.65 | 30.21 | -10.92 | 17.00 | 14.98 | -1.90 | 11.79 | 31.30 | 15.29 | -4.94 | 17.61 | 27.45 | -40.12 | 8.24 | -8.46 |
| Sharpe Ratio | NA | 2.53 | 1.29 | 0.38 | 0.52 | NA | NA | … | … | 2.24 | 1.06 | 1.15 | 0.51 | -0.62 | 1.19 | 0.14 | 2.40 | -0.79 | 2.17 | 1.02 | -0.12 | 1.00 | 2.72 | 1.24 | -0.20 | 0.91 | 0.92 | -0.98 | 0.31 | -1.86 |
| Standard Deviation(%) | NA | 11.04 | 12.98 | 15.25 | 17.91 | NA | NA | … | … | 12.43 | 16.17 | 10.51 | 12.45 | 21.07 | 14.70 | 37.66 | 11.99 | 15.67 | 7.57 | 14.43 | 15.88 | 11.81 | 11.51 | 12.34 | 24.86 | 19.25 | 29.72 | 41.99 | 16.41 | 53.66 |
| Draw Down(%) | NA | 7.14 | 15.62 | 19.60 | 38.52 | NA | NA | … | … | 7.14 | 15.62 | 6.35 | 9.76 | 18.08 | 7.99 | 38.52 | 6.70 | 20.86 | 3.71 | 12.17 | 12.87 | 8.71 | 5.65 | 10.01 | 23.61 | 16.53 | 29.69 | 51.62 | 10.83 | 9.17 |
| Yield(%) | 0.00 | 8.22 | 8.78 | 5.02 | 6.74 | 7.84 | 5.15 | … | … | 0.21 | 8.56 | 10.11 | 6.30 | 1.56 | 1.62 | 1.65 | 7.27 | 9.98 | 7.65 | 3.83 | 12.12 | 9.68 | 1.97 | 2.64 | 1.77 | 2.42 | 2.42 | 4.58 | 11.30 | 0.39 |
Data as of 06/05/2026, Common starting date is 12/19/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSEDX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS R5) |
-11.86%
Jun 2007 – Jun 2010 |
-3.08%
May 2007 – May 2012 |
5.10%
May 2007 – May 2017 |
5.41%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSEDX (COLUMBIA DIVERSIFIED EQUITY INCOME FUND COLUMBIA DIVERSIFIED EQUITY INCOME FUND CLASS R5) |
25.22%
Feb 2009 – Feb 2012 |
22.22%
Feb 2009 – Feb 2014 |
14.87%
Feb 2009 – Feb 2019 |
12.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart