Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSOIX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS I) | NA | 11.95% | 7.45% | 10.23% | 6.67% | NA | NA | … | … |
Data as of 03/24/2017, Common starting date is 03/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSOIX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS I) | 03/22/2004 | 03/24/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.23 | 11.95 | 7.45 | 10.23 | 6.67 | NA | NA | … | … | 1.43 | 13.88 | -2.21 | 10.14 | 26.32 | 13.64 | 7.01 | 17.29 | 29.34 | -35.77 | 5.84 | 22.84 | 7.71 | 17.22 |
| Sharpe Ratio | NA | 1.22 | 0.60 | 0.89 | 0.32 | NA | NA | … | … | 0.83 | 1.15 | -0.15 | 1.03 | 2.51 | 1.24 | 0.33 | 0.99 | 1.10 | -0.94 | 0.19 | 2.20 | 0.60 | 2.29 |
| Standard Deviation(%) | NA | 9.56 | 12.23 | 11.72 | 19.63 | NA | NA | … | … | 7.37 | 11.89 | 14.91 | 9.87 | 10.46 | 11.09 | 20.93 | 17.29 | 26.50 | 38.86 | 15.06 | 8.94 | 9.24 | 9.40 |
| Draw Down(%) | NA | 5.82 | 13.77 | 13.77 | 55.33 | NA | NA | … | … | 3.51 | 7.65 | 13.77 | 7.36 | 5.81 | 8.59 | 17.11 | 14.30 | 27.76 | 46.60 | 9.29 | 6.65 | 6.37 | 6.00 |
| Yield(%) | 0.00 | 3.47 | 8.30 | 8.46 | 5.76 | 6.28 | 4.71 | … | … | 0.00 | 4.62 | 5.71 | 16.51 | 8.59 | 4.74 | 4.08 | 4.21 | 5.41 | 3.49 | 3.20 | 2.44 | 3.61 | 3.75 |
Data as of 03/24/2017, Common starting date is 03/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSOIX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS I) |
-13.49%
Feb 2006 – Feb 2009 |
-0.04%
Apr 2004 – Apr 2009 |
6.81%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSOIX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS I) |
29.08%
Feb 2009 – Feb 2012 |
23.68%
Feb 2009 – Feb 2014 |
9.95%
Jun 2004 – Jun 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart