Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| URBIX (COLUMBIA VALUE AND RESTRUCTURING FUND CLASS R SHARES) | NA | -18.89% | -9.10% | -5.14% | NA | NA | NA | … | … |
Data as of 06/27/2016, Common starting date is 02/13/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| URBIX (COLUMBIA VALUE AND RESTRUCTURING FUND CLASS R SHARES) | 02/13/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.28 | -18.89 | -9.10 | -5.14 | NA | NA | NA | … | … | -5.90 | -12.44 | -5.86 | 11.66 | -1.08 | -11.94 | 17.99 | 44.85 | -48.02 | 3.67 |
| Sharpe Ratio | NA | -0.87 | -0.35 | -0.19 | NA | NA | NA | … | … | -0.68 | -0.60 | -0.26 | 0.53 | -0.06 | -0.41 | 0.78 | 1.20 | -0.96 | 0.06 |
| Standard Deviation(%) | NA | 23.97 | 25.81 | 26.93 | NA | NA | NA | … | … | 17.64 | 20.88 | 22.50 | 22.04 | 18.82 | 29.23 | 22.93 | 37.16 | 50.77 | 21.21 |
| Draw Down(%) | NA | 25.65 | 37.26 | 37.26 | NA | NA | NA | … | … | 10.50 | 18.55 | 20.13 | 18.41 | 14.74 | 29.67 | 19.51 | 30.79 | 62.20 | 14.97 |
| Yield(%) | 0.00 | 13.52 | 16.80 | 12.99 | 6.15 | 4.10 | 3.08 | … | … | 0.06 | 14.61 | 18.00 | 22.34 | 13.91 | 0.72 | 0.94 | 0.00 | 0.00 | 1.78 |
Data as of 06/27/2016, Common starting date is 02/13/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URBIX (COLUMBIA VALUE AND RESTRUCTURING FUND CLASS R SHARES) |
-13.80%
Jun 2007 – Jun 2010 |
-5.99%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URBIX (COLUMBIA VALUE AND RESTRUCTURING FUND CLASS R SHARES) |
26.32%
Feb 2009 – Feb 2012 |
15.04%
Nov 2008 – Nov 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart