Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AURBX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS B) | NA | 7.36% | 4.40% | 6.51% | 4.57% | NA | NA | … | … |
Data as of 08/04/2017, Common starting date is 03/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AURBX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS B) | 03/22/2004 | 08/04/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 7.36 | 4.40 | 6.51 | 4.57 | NA | NA | … | … | 6.78 | 5.17 | -0.45 | 4.46 | 12.97 | 11.03 | -0.36 | 12.32 | 24.11 | -25.07 | 6.24 | 10.37 | 4.61 | 8.23 |
| Sharpe Ratio | NA | 1.34 | 0.61 | 0.98 | 0.42 | NA | NA | … | … | 2.27 | 0.68 | -0.06 | 0.73 | 2.04 | 1.66 | -0.03 | 1.16 | 1.70 | -1.46 | 0.40 | 1.16 | 0.46 | 1.58 |
| Standard Deviation(%) | NA | 5.20 | 6.93 | 6.57 | 10.28 | NA | NA | … | … | 4.92 | 7.30 | 7.60 | 6.06 | 6.33 | 6.67 | 11.65 | 10.57 | 14.12 | 17.73 | 8.07 | 6.12 | 5.30 | 6.10 |
| Draw Down(%) | NA | 3.22 | 10.87 | 10.87 | 36.39 | NA | NA | … | … | 2.88 | 6.67 | 7.88 | 4.81 | 5.60 | 5.93 | 11.94 | 8.53 | 14.05 | 32.75 | 5.71 | 5.85 | 3.81 | 5.54 |
| Yield(%) | 0.00 | 1.24 | 4.91 | 5.70 | 4.35 | 4.16 | 3.12 | … | … | 0.14 | 3.83 | 6.79 | 10.07 | 5.09 | 2.00 | 1.62 | 1.97 | 2.34 | 1.64 | 10.20 | 5.84 | 3.11 | 1.33 |
Data as of 08/04/2017, Common starting date is 03/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AURBX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS B) |
-7.98%
Feb 2006 – Feb 2009 |
0.44%
Apr 2004 – Apr 2009 |
4.11%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AURBX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS B) |
17.57%
Feb 2009 – Feb 2012 |
14.15%
Feb 2009 – Feb 2014 |
6.16%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart