INDZX
Columbia Intrinsic Value Fund Class A
Mutual fund
$20.90+0.12 (+0.58%)Close Oct 2, 2026
Oct 15, 1990 – Oct 2, 2026, Dividends reinvested
- Final balance
- $333,783
- CAGR
- +10.25%
- Max drawdown
- −59.02%
- Sharpe ratio
- 0.65
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.96%
- 3M
- +0.40%
- 6M
- +13.28%
- YTD
- +16.14%
- 1Y
- +20.96%
- 3Y
- +20.75%
- 5Y
- +12.27%
- 10Y
- +12.03%
- 15Y
- +12.78%
- 20Y
- +8.70%
- 25Y
- +9.67%
- 30Y
- +9.31%
- Since 1990
- +10.25%
Metrics
Since 1990| Volatility | 17.21% |
|---|---|
| Sortino ratio | 0.92 |
| Calmar ratio | 0.17 |
| Best year, 2003 | +41.91% |
| Worst year, 2008 | −40.32% |
| Positive years | 27 of 35 |
| Longest drawdown | 5.5 years |
Worst drawdowns
Since 1990| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −59.0% | Oct 2007 | Mar 2009 | Apr 2013 | 5.5 years |
| −38.5% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −36.5% | May 2001 | Oct 2002 | Dec 2003 | 2.5 years |
| −21.1% | Jan 2018 | Dec 2018 | Jul 2019 | 1.5 years |
| −19.4% | Jul 1999 | Feb 2000 | May 2001 | 1.8 years |
Annual returns
1990 from Oct 15 · 2026 through Oct 2