Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UIMIX (Columbia Short-Intermediate Bond Z ) | NA | 5.17% | 4.66% | 5.12% | 4.74% | NA | NA | … | … |
Data as of 04/04/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UIMIX (Columbia Short-Intermediate Bond Z ) | 06/21/1996 | 04/04/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.17 | 4.66 | 5.12 | 4.74 | NA | NA | … | … | 0.49 | 6.23 | 9.47 | -0.80 | 6.27 | 3.78 | 1.88 | 3.41 | 4.86 | 7.35 | 8.62 | 10.70 | -1.53 | 7.49 | 8.53 | 5.97 |
| Sharpe Ratio | NA | 1.24 | 0.91 | 0.87 | 0.83 | NA | NA | … | … | 0.61 | 1.67 | 1.89 | -0.28 | 0.95 | 0.17 | -0.11 | 0.74 | 1.09 | 1.47 | 1.44 | 1.85 | -1.12 | 1.00 | -11.68 | 1.79 |
| Standard Deviation(%) | NA | 3.64 | 4.84 | 4.38 | 4.04 | NA | NA | … | … | 3.02 | 3.68 | 4.97 | 6.10 | 3.42 | 2.87 | 2.59 | 3.34 | 3.84 | 4.26 | 4.45 | 3.59 | 4.24 | 4.17 | 3.98 | 4.53 |
| Draw Down(%) | NA | 3.24 | 8.29 | 8.92 | 8.92 | NA | NA | … | … | 0.94 | 3.24 | 2.27 | 8.92 | 2.03 | 1.55 | 2.04 | 3.47 | 3.89 | 2.72 | 3.57 | 2.14 | 4.55 | 3.35 | 2.66 | 1.76 |
| Yield(%) | 0.00 | 3.08 | 3.69 | 3.96 | 4.33 | 4.99 | 3.74 | … | … | 0.62 | 3.39 | 3.89 | 4.02 | 4.39 | 4.21 | 4.03 | 3.75 | 5.34 | 5.59 | 5.68 | 6.31 | 5.34 | 6.45 | 5.82 | 3.55 |
Data as of 04/04/2011, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIMIX (Columbia Short-Intermediate Bond Z ) |
1.62%
May 2003 – May 2006 |
2.09%
Oct 2003 – Oct 2008 |
3.86%
Oct 1998 – Oct 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIMIX (Columbia Short-Intermediate Bond Z ) |
10.10%
May 2000 – May 2003 |
7.33%
Aug 1996 – Aug 2001 |
5.72%
Jan 2000 – Jan 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart