Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 11/25/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CLURX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS R4) | NA | 15.30% | 0.06% | 8.66% | 7.00% | NA | NA | 8.24% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLURX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS R4) | 11/12/2012 | 11/25/2024 |
The return data shown below all have the same latest date: 11/25/2024.
AR inception is since 11/12/2012.
AR inception is since 11/12/2012.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.61 | 15.30 | 0.06 | 8.66 | 7.00 | NA | NA | 8.24 | 6.67 | 8.00 | -13.70 | 34.24 | 10.18 | 21.02 | -17.47 | 10.89 | 23.64 | -2.91 | 1.38 | 24.93 | 4.44 |
| Sharpe Ratio | NA | 0.36 | -0.23 | 0.22 | 0.23 | NA | NA | 0.31 | 0.02 | 0.19 | -0.61 | 1.48 | 0.22 | 1.24 | -1.10 | 0.81 | 1.35 | -0.19 | 0.09 | 1.46 | 2.22 |
| Standard Deviation(%) | NA | 23.62 | 23.11 | 28.96 | 23.36 | NA | NA | 22.32 | 23.86 | 19.78 | 25.00 | 23.06 | 46.08 | 15.75 | 17.20 | 12.71 | 17.32 | 15.35 | 15.35 | 17.11 | 17.70 |
| Draw Down(%) | NA | 16.42 | 24.21 | 45.30 | 48.22 | NA | NA | 48.22 | 16.42 | 17.68 | 23.13 | 11.57 | 45.30 | 11.75 | 26.94 | 6.85 | 13.21 | 12.95 | 13.63 | 10.86 | 3.96 |
| Yield(%) | 0.00 | 2.05 | 5.00 | 5.85 | 6.65 | 5.83 | 4.37 | 7.28 | 0.59 | 1.67 | 5.03 | 16.19 | 0.88 | 4.49 | 10.58 | 9.31 | 6.30 | 10.84 | 6.30 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLURX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS R4) |
-10.88%
Mar 2017 - Mar 2020 |
-3.81%
Mar 2015 - Mar 2020 |
4.58%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLURX (COLUMBIA SMALL CAP VALUE FUND II COLUMBIA SMALL CAP VALUE FUND II CLASS R4) |
26.10%
Mar 2020 - Mar 2023 |
13.72%
Oct 2016 - Oct 2021 |
8.07%
Jan 2013 - Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart