Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRERX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS R4) | NA | 29.59% | 2.83% | 6.71% | 6.90% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRERX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS R4) | 11/12/2012 | 11/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.38 | 29.59 | 2.83 | 6.71 | 6.90 | NA | NA | … | … | 15.21 | 16.29 | -25.11 | 41.94 | -3.57 | 28.47 | -7.30 | 5.37 | 4.78 | 4.57 | 26.87 | -9.48 | 2.54 |
| Sharpe Ratio | NA | 1.41 | -0.10 | 0.17 | 0.26 | NA | NA | … | … | 0.63 | 0.60 | -1.07 | 2.77 | -0.09 | 2.19 | -0.53 | 0.49 | 0.28 | 0.26 | 2.32 | -0.55 | 1.71 |
| Standard Deviation(%) | NA | 16.39 | 20.79 | 25.63 | 20.89 | NA | NA | … | … | 15.77 | 20.22 | 24.92 | 15.13 | 42.21 | 12.36 | 16.19 | 9.77 | 16.57 | 17.17 | 11.57 | 17.23 | 12.32 |
| Draw Down(%) | NA | 10.74 | 31.22 | 41.40 | 41.40 | NA | NA | … | … | 10.66 | 18.87 | 31.22 | 8.40 | 41.40 | 5.60 | 14.57 | 5.78 | 15.59 | 15.67 | 7.93 | 25.39 | 2.62 |
| Yield(%) | 0.00 | 26.82 | 9.87 | 9.71 | 8.31 | 6.32 | 4.74 | … | … | 2.25 | 27.55 | 4.13 | 8.61 | 6.64 | 13.73 | 6.99 | 13.84 | 4.23 | 8.01 | 3.92 | 0.00 | 0.00 |
Data as of 11/25/2024, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRERX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS R4) |
-1.18%
Mar 2017 – Mar 2020 |
0.56%
Mar 2015 – Mar 2020 |
4.07%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRERX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS R4) |
20.70%
Dec 2018 – Dec 2021 |
11.42%
Dec 2016 – Dec 2021 |
8.00%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart