Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMBIX (COLUMBIA VALUE AND RESTRUCTURING FUND CLASS Z SHARES) | NA | -5.79% | 8.64% | 8.85% | 5.81% | 6.55% | 9.43% | … | … |
Data as of 06/27/2016, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMBIX (COLUMBIA VALUE AND RESTRUCTURING FUND CLASS Z SHARES) | 06/20/1996 | 06/27/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.41 | -5.79 | 8.64 | 8.85 | 5.81 | 6.55 | 9.43 | … | … | -5.74 | 2.62 | 12.87 | 35.96 | 13.90 | -10.79 | 19.69 | 47.29 | -47.36 | 10.43 | 14.88 | 9.96 | 19.36 | 47.33 | -23.51 | -5.02 | 7.21 | 41.52 | 9.08 | 31.19 | 10.52 |
| Sharpe Ratio | NA | -0.44 | 0.61 | 0.49 | 0.20 | NA | NA | … | … | -0.66 | 0.16 | 1.09 | 3.11 | 0.99 | -0.37 | 0.86 | 1.27 | -0.95 | 0.36 | 0.83 | 0.63 | 1.50 | 2.83 | -0.96 | -0.33 | 0.12 | 2.09 | 0.26 | 1.71 | 1.53 |
| Standard Deviation(%) | NA | 18.21 | 14.15 | 17.93 | 25.92 | NA | NA | … | … | 17.65 | 16.08 | 11.81 | 11.54 | 14.10 | 29.12 | 22.91 | 37.14 | 50.79 | 20.07 | 13.93 | 12.21 | 12.26 | 16.46 | 25.55 | 23.27 | 25.07 | 18.26 | 21.47 | 16.05 | 11.13 |
| Draw Down(%) | NA | 13.78 | 13.78 | 27.59 | 63.21 | NA | NA | … | … | 10.45 | 12.53 | 8.25 | 5.59 | 11.85 | 29.22 | 19.25 | 30.73 | 61.96 | 14.92 | 14.36 | 8.92 | 8.86 | 13.20 | 36.73 | 27.58 | 13.30 | 15.56 | 31.53 | 10.99 | 9.32 |
| Yield(%) | 0.00 | 13.86 | 17.24 | 13.45 | 7.94 | 7.79 | 13.62 | … | … | 0.17 | 15.11 | 18.52 | 22.91 | 14.44 | 1.20 | 1.39 | 1.83 | 0.90 | 2.27 | 1.01 | 1.08 | 0.94 | 0.61 | 0.22 | 0.18 | 1.87 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/27/2016, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMBIX (COLUMBIA VALUE AND RESTRUCTURING FUND CLASS Z SHARES) |
-19.18%
Feb 2006 – Feb 2009 |
-6.91%
Feb 2004 – Feb 2009 |
1.75%
Feb 1999 – Feb 2009 |
6.06%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMBIX (COLUMBIA VALUE AND RESTRUCTURING FUND CLASS Z SHARES) |
28.80%
Mar 2003 – Mar 2006 |
24.04%
Feb 2009 – Feb 2014 |
14.01%
Apr 1997 – Apr 2007 |
10.04%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart