Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| COLM (Columbia Sportswear Company) | -23.75% | -18.19% | -8.92% | -2.21% | 1.22% | 7.04% | 6.11% | 9.43% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COLM (Columbia Sportswear Company) | 03/27/1998 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 03/27/1998.
AR inception is since 03/27/1998.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.46 | -18.19 | -8.92 | -2.21 | 1.22 | 7.04 | 6.11 | 9.43 | -23.75 | 9.42 | -7.79 | -8.79 | 12.63 | -12.50 | 20.33 | 18.23 | 24.85 | 21.01 | 10.68 | 14.70 | 49.84 | 16.63 | -21.67 | 61.20 | 12.52 | -18.51 | -20.07 | 16.98 | -19.93 | 9.38 | 22.69 | 33.39 | 0.40 | 131.40 | 27.41 | -23.08 |
| Sharpe Ratio | NA | -0.71 | -0.42 | -0.09 | -0.01 | NA | NA | 0.20 | -1.24 | 0.12 | -0.53 | -0.29 | 0.44 | -0.23 | 0.70 | 0.69 | 1.02 | 0.65 | 0.27 | 0.60 | 2.33 | 0.72 | -0.59 | 2.06 | 0.29 | -0.34 | -0.80 | 0.51 | -0.80 | 0.39 | 0.57 | 0.80 | -0.03 | 1.81 | 0.36 | -0.51 |
| Standard Deviation(%) | NA | 33.45 | 30.20 | 33.32 | 33.02 | NA | NA | 40.01 | 47.78 | 24.06 | 23.11 | 35.69 | 28.69 | 54.10 | 27.19 | 24.66 | 23.85 | 32.03 | 39.69 | 24.54 | 21.39 | 23.15 | 37.01 | 29.64 | 42.57 | 56.99 | 29.11 | 26.92 | 27.67 | 21.47 | 38.88 | 40.58 | 69.18 | 70.16 | 67.10 | 62.81 |
| Draw Down(%) | NA | 33.79 | 35.50 | 43.40 | 47.24 | NA | NA | 63.21 | 33.79 | 13.24 | 27.36 | 32.25 | 19.31 | 44.27 | 17.38 | 15.42 | 12.72 | 16.07 | 38.17 | 18.36 | 15.52 | 10.44 | 38.17 | 25.82 | 29.44 | 38.14 | 37.78 | 23.92 | 29.42 | 12.31 | 28.97 | 27.81 | 60.36 | 28.66 | 35.17 | 60.10 |
| Yield(%) | 0.00 | 1.14 | 1.25 | 1.23 | 1.36 | 1.69 | 1.63 | 2.81 | 0.00 | 1.51 | 1.35 | 1.22 | 1.22 | 0.26 | 1.15 | 1.23 | 1.28 | 1.40 | 1.40 | 1.26 | 1.71 | 1.92 | 1.41 | 5.65 | 1.79 | 1.42 | 1.00 | 0.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLM (Columbia Sportswear Company) |
-17.74%
Feb 2006 - Feb 2009 |
-11.63%
Feb 2004 - Feb 2009 |
2.40%
Aug 2003 - Aug 2013 |
6.57%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLM (Columbia Sportswear Company) |
61.09%
Apr 1999 - Apr 2002 |
45.41%
Feb 1999 - Feb 2004 |
24.49%
Feb 2009 - Feb 2019 |
17.96%
Feb 1999 - Feb 2014 |
Annualized Rolling Returns Comparison Chart