Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMLCX (Columbia Select Small Cap Z) | NA | -45.96% | -17.78% | -12.92% | -1.00% | 0.47% | NA | … | … |
Data as of 06/12/2013, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMLCX (Columbia Select Small Cap Z) | 06/21/1996 | 06/12/2013 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -45.96 | -17.78 | -12.92 | -1.00 | 0.47 | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 33.84 | 11.60 | 6.68 | 8.29 | 6.62 | 4.87 | … | … |
Data as of 06/12/2013, 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 |
|---|---|---|---|---|
| UMLCX (Columbia Select Small Cap Z) |
-20.83%
Apr 2010 – Apr 2013 |
-13.82%
May 2008 – May 2013 |
-0.53%
May 2003 – May 2013 |
-0.45%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMLCX (Columbia Select Small Cap Z) |
33.71%
Mar 2003 – Mar 2006 |
21.87%
Oct 2002 – Oct 2007 |
11.30%
Apr 1997 – Apr 2007 |
6.93%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart