Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSOOX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS R) | 11.94% | 23.89% | 16.56% | 7.03% | 8.67% | 9.28% | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSOOX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS R) | 07/30/2008 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.67 | 23.89 | 16.56 | 7.03 | 8.67 | 9.28 | NA | … | … | 11.94 | 15.33 | 14.88 | 4.62 | -6.39 | 13.90 | -0.32 | 23.21 | -5.68 | 14.02 | 13.12 | -2.91 | 9.48 | 25.48 | 12.84 | 6.43 | 16.52 | 28.24 | -26.51 |
| Sharpe Ratio | NA | 2.31 | 1.15 | 0.32 | 0.44 | NA | NA | … | … | 2.56 | 0.85 | 1.09 | 0.08 | -0.43 | 0.88 | -0.02 | 2.04 | -0.50 | 2.10 | 1.08 | -0.20 | 0.96 | 2.46 | 1.16 | 0.31 | 0.95 | 1.06 | -0.94 |
| Standard Deviation(%) | NA | 10.30 | 12.25 | 14.46 | 16.26 | NA | NA | … | … | 11.24 | 14.71 | 10.37 | 12.40 | 18.28 | 15.84 | 33.25 | 10.64 | 14.22 | 6.38 | 11.91 | 14.85 | 9.87 | 10.35 | 11.09 | 20.97 | 17.21 | 26.53 | 55.16 |
| Draw Down(%) | NA | 7.64 | 14.18 | 20.54 | 34.80 | NA | NA | … | … | 7.64 | 14.18 | 6.83 | 11.57 | 16.27 | 10.39 | 34.80 | 5.98 | 15.55 | 3.78 | 7.68 | 13.99 | 7.37 | 5.80 | 8.73 | 17.23 | 14.44 | 27.76 | 39.62 |
| Yield(%) | 0.00 | 8.06 | 7.13 | 4.54 | 14.56 | 13.98 | 11.30 | … | … | 0.57 | 8.35 | 8.16 | 3.55 | 2.45 | 2.73 | 7.60 | 13.34 | 10.64 | 11.76 | 3.97 | 5.10 | 15.89 | 7.87 | 4.22 | 3.55 | 3.54 | 4.67 | 0.92 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| RSOOX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS R) |
-0.57%
Mar 2017 – Mar 2020 |
2.60%
Mar 2015 – Mar 2020 |
5.03%
Oct 2013 – Oct 2023 |
7.18%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSOOX (COLUMBIA DIVIDEND OPPORTUNITY FUND COLUMBIA DIVIDEND OPPORTUNITY FUND CLASS R) |
28.11%
Feb 2009 – Feb 2012 |
22.82%
Feb 2009 – Feb 2014 |
14.89%
Feb 2009 – Feb 2019 |
11.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart