Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEVCX (Columbia Disciplined Value C) | NA | 11.75% | -0.76% | -0.02% | NA | NA | NA | … | … |
Data as of 04/04/2011, Common starting date is 12/03/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEVCX (Columbia Disciplined Value C) | 12/03/2002 | 04/04/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.75 | -0.76 | -0.02 | NA | NA | NA | … | … | 5.29 | 14.64 | 19.69 | -39.02 | 0.37 | 21.78 | 9.31 | 12.55 | 26.86 | -3.94 |
| Sharpe Ratio | NA | 0.70 | -0.03 | -0.05 | NA | NA | NA | … | … | 2.03 | 0.75 | 0.60 | -0.91 | -0.15 | 1.74 | 0.65 | 1.09 | 1.63 | -2.49 |
| Standard Deviation(%) | NA | 18.54 | 32.85 | 27.59 | NA | NA | NA | … | … | 11.06 | 19.41 | 32.70 | 43.79 | 17.57 | 10.66 | 10.92 | 10.67 | 16.06 | 16.91 |
| Draw Down(%) | NA | 16.48 | 54.62 | 61.84 | NA | NA | NA | … | … | 3.03 | 16.48 | 31.69 | 51.14 | 15.43 | 8.37 | 7.15 | 6.96 | 15.05 | 4.77 |
| Yield(%) | 0.00 | 0.72 | 0.66 | 5.08 | 5.05 | 3.37 | 2.52 | … | … | 0.00 | 0.78 | 0.92 | 0.71 | 12.87 | 11.31 | 8.70 | 1.01 | 0.00 | 0.00 |
Data as of 04/04/2011, Common starting date is 12/03/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEVCX (Columbia Disciplined Value C) |
-17.82%
Feb 2006 – Feb 2009 |
-7.12%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEVCX (Columbia Disciplined Value C) |
20.31%
Mar 2003 – Mar 2006 |
12.98%
Jan 2003 – Jan 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
