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NIPAX: COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CON (MUTUAL FUND)
Basic Info 10.88 0.17(1.54%) June 05
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 12/20/1996 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 3.66% |
| Expenses | 0.92% |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 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 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 3.2 | 13.0 | 10.3 | 2.0 | 4.3 | 4.6 | 4.9 | 5.3 | 13.2 | 8.1 | 12.3 | -19.0 | 0.4 | 6.6 | 14.3 | -4.3 | 11.2 | 5.2 | -0.1 | 5.4 | 8.8 | 10.7 | 3.3 | 11.6 | 23.5 | -18.5 | 6.5 | 9.3 | 4.3 | 6.7 | 15.3 | -3.4 | 2.6 | 5.8 | 4.8 | 8.1 | 8.0 | 0.2 |
| Sharpe Ratio | NA | 1.14 | 1.93 | 1.15 | -0.03 | 0.37 | NA | NA | 0.54 | 1.42 | 0.71 | 1.27 | -1.74 | 0.06 | 0.5 | 3.14 | -0.97 | 3.91 | 0.96 | -0.03 | 1.26 | 1.9 | 2.78 | 0.43 | 1.68 | 2.74 | -1.52 | 0.63 | 1.48 | 0.57 | 1.36 | 2.96 | -0.78 | 0.02 | 0.35 | 0.26 | 0.86 | 1.24 | 1.46 |
| Draw Down(%) | NA | 5.8 | 5.8 | 6.6 | 26.2 | 26.2 | NA | NA | 26.8 | 6.3 | 3.4 | 6.4 | 22.7 | 5.0 | 16.3 | 1.9 | 8.9 | 1.0 | 4.5 | 6.0 | 3.4 | 4.9 | 3.0 | 7.3 | 5.4 | 8.9 | 25.6 | 3.6 | 3.5 | 2.7 | 4.2 | 3.5 | 8.9 | 6.9 | 2.2 | 2.8 | 5.7 | 2.9 | 0.2 |
| Standard Deviation(%) | NA | 8.1 | 6.5 | 7.0 | 8.2 | 7.6 | NA | NA | 6.8 | 7.3 | 6.2 | 6.8 | 11.8 | 6.9 | 12.5 | 4.1 | 5.9 | 2.7 | 5.2 | 5.3 | 4.3 | 4.6 | 3.9 | 7.7 | 6.8 | 8.6 | 12.7 | 5.3 | 4.0 | 3.7 | 4.2 | 4.9 | 5.9 | 10.6 | 4.5 | 5.6 | 5.4 | 3.5 | 2.6 |
| Treynor Ratio | NA | 0.08 | 0.12 | 0.09 | 0.0 | 0.03 | NA | NA | 0.05 | 0.11 | 0.05 | 0.12 | -0.2 | 0.0 | 0.07 | 0.13 | -0.05 | 0.13 | 0.05 | 0.0 | 0.05 | 0.1 | 0.11 | 0.03 | 0.1 | 0.28 | -0.22 | 0.04 | 0.07 | 0.03 | 0.08 | 0.21 | -0.07 | 0.0 | 0.08 | 0.07 | 0.21 | 0.12 | 0.15 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | NA | NA | 0.0 | 0.01 | 0.01 | 0.02 | -0.04 | -0.02 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.03 | 0.0 | 0.03 | -0.05 | 0.0 | 0.0 | 0.01 | 0.0 | 0.03 | -0.03 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.03 |
| Beta | NA | 1.2 | 1.03 | 0.86 | 0.93 | 0.91 | NA | NA | 0.7 | 0.96 | 0.9 | 0.7 | 1.05 | 0.81 | 0.86 | 0.98 | 1.06 | 0.8 | 1.01 | 0.86 | 1.04 | 0.9 | 0.94 | 1.17 | 1.11 | 0.84 | 0.88 | 0.81 | 0.8 | 0.61 | 0.71 | 0.69 | 0.7 | 0.4 | 0.21 | 0.2 | 0.22 | 0.36 | 0.26 |
| RSquared | NA | 0.7 | 0.65 | 0.66 | 0.66 | 0.71 | NA | NA | 0.55 | 0.77 | 0.69 | 0.62 | 0.76 | 0.3 | 0.81 | 0.73 | 0.81 | 0.61 | 0.79 | 0.74 | 0.77 | 0.84 | 0.74 | 0.78 | 0.81 | 0.8 | 0.86 | 0.75 | 0.72 | 0.68 | 0.69 | 0.63 | 0.77 | 0.06 | 0.18 | 0.22 | 0.16 | 0.6 | 0.72 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.4 | 3.4 | 4.5 | 1.8 | 2.8 | 2.4 | 4.9 | 6.7 | 4.8 | 3.8 | 5.3 | 9.9 | 6.1 | 5.9 | 2.8 | 3.0 | 4.2 | 6.9 | 6.7 | 5.9 | 9.5 | 3.8 | 3.1 | 3.1 | 4.2 | 7.0 | 5.6 | 3.5 | 4.9 | 2.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 35.6 | -19.6 | 100.0 | -37.4 | 19.5 | -45.5 | -35.3 | 48.7 | 27.6 | -32.3 | -48.2 | 64.3 | 9.1 | 113.4 | 1.4 | -15.5 | -54.5 | 2.7 | 16.6 | -40.7 | 157.9 | 35.0 | -5.0 | -27.0 | -41.0 | 24.3 | 65.1 | -26.3 | 82.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/08/1996
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