Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
UMINX (Columbia International Growth Z ) NA 24.05% -8.36% -0.79% 3.42% NA NA
Data as of 05/18/2011, Common starting date is 06/20/1996
More Performance Analytics Comparison
Name Start Date End Date
UMINX (Columbia International Growth Z ) 06/20/1996 05/18/2011
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 24.05 -8.36 -0.79 3.42 NA NA -0.07 14.09 22.28 -43.65 11.28 21.92 17.62 21.97 42.27 -21.51 -27.17 -23.86 56.24 7.91 9.27 1.93
Sharpe Ratio NA 1.22 -0.28 -0.08 0.10 NA NA -0.02 0.64 0.87 -1.08 0.44 1.24 1.57 1.75 3.41 -1.43 -1.65 -1.28 3.37 0.26 -3.41 0.02
Standard Deviation(%) NA 19.71 30.41 26.48 21.20 NA NA 15.97 21.91 25.64 41.11 18.71 15.09 9.83 12.04 12.18 15.85 18.09 21.86 15.72 17.62 13.43 7.48
Draw Down(%) NA 10.05 58.02 59.77 59.77 NA NA 10.05 18.04 25.21 55.03 13.76 17.50 6.90 11.55 14.63 28.59 39.01 31.61 10.12 26.08 12.47 5.63
Yield(%) 0.00 6.20 3.27 2.63 2.49 2.78 2.08 3.11 2.15 1.12 5.77 0.46 0.54 0.94 0.21 1.10 0.56 4.57 3.61 0.32 0.59 4.42 1.43
Data as of 05/18/2011, 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
UMINX (Columbia International Growth Z ) -27.41%
Mar 2000 – Mar 2003
-9.90%
Mar 1998 – Mar 2003
-2.55%
Feb 2000 – Feb 2010
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UMINX (Columbia International Growth Z ) 35.09%
Mar 2003 – Mar 2006
24.15%
Oct 2002 – Oct 2007
8.19%
Oct 1997 – Oct 2007
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return