Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSEYX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS R5) | 6.95% | 23.04% | 16.74% | 5.97% | 8.29% | 8.02% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/19/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSEYX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE 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 (%) | -1.18 | 23.04 | 16.74 | 5.97 | 8.29 | 8.02 | NA | … | … | 6.95 | 21.71 | 12.13 | 12.29 | -13.59 | 10.58 | -3.39 | 24.92 | -9.25 | 22.26 | 6.92 | -5.59 | 7.32 | 31.11 | 15.92 | -5.79 | 14.59 | 28.86 | -39.22 | 7.18 | -0.10 |
| Sharpe Ratio | NA | 1.87 | 1.09 | 0.23 | 0.39 | NA | NA | … | … | 1.13 | 1.28 | 0.82 | 0.75 | -0.72 | 0.72 | -0.10 | 2.17 | -0.75 | 3.14 | 0.44 | -0.36 | 0.63 | 2.66 | 1.21 | -0.22 | 0.75 | 1.00 | -0.96 | 0.24 | -0.92 |
| Standard Deviation(%) | NA | 10.88 | 12.38 | 14.90 | 17.06 | NA | NA | … | … | 12.79 | 14.81 | 10.38 | 11.55 | 20.87 | 14.74 | 35.21 | 10.80 | 14.27 | 6.92 | 15.39 | 15.65 | 11.54 | 11.68 | 13.19 | 25.90 | 19.45 | 28.66 | 41.95 | 16.57 | 8.24 |
| Draw Down(%) | NA | 8.80 | 14.06 | 27.50 | 37.87 | NA | NA | … | … | 8.80 | 14.06 | 7.51 | 9.04 | 24.66 | 10.64 | 37.87 | 7.49 | 19.22 | 2.09 | 13.25 | 15.27 | 9.47 | 5.49 | 11.70 | 24.55 | 17.75 | 27.55 | 49.73 | 10.68 | 0.92 |
| Yield(%) | 0.00 | 11.41 | 10.04 | 5.63 | 6.52 | 6.99 | 4.96 | … | … | 0.85 | 11.42 | 10.78 | 6.95 | 1.64 | 2.97 | 1.81 | 10.77 | 8.63 | 2.35 | 2.78 | 4.61 | 14.90 | 6.03 | 2.04 | 1.52 | 1.40 | 2.32 | 6.44 | 7.44 | 0.34 |
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 |
|---|---|---|---|---|
| RSEYX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS R5) |
-11.64%
Jun 2007 – Jun 2010 |
-3.07%
May 2007 – May 2012 |
3.91%
Oct 2013 – Oct 2023 |
2.86%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSEYX (COLUMBIA GLOBAL EQUITY VALUE FUND COLUMBIA GLOBAL EQUITY VALUE FUND CLASS R5) |
23.74%
Feb 2009 – Feb 2012 |
21.15%
Feb 2009 – Feb 2014 |
13.20%
Feb 2009 – Feb 2019 |
9.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
