Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AXMAX (Columbia Portfolio Bldr Mod Agrsv A) | NA | -18.43% | -1.37% | -2.18% | NA | NA | NA | … | … |
Data as of 06/12/2013, Common starting date is 06/07/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXMAX (Columbia Portfolio Bldr Mod Agrsv A) | 06/07/2004 | 06/12/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -18.43 | -1.37 | -2.18 | NA | NA | NA | … | … | -25.61 | 13.60 | -1.48 | 14.40 | 27.10 | -29.98 | 7.46 | 12.76 | 6.36 | 8.87 |
| Sharpe Ratio | NA | -0.32 | -0.03 | -0.03 | NA | NA | NA | … | … | -0.92 | 1.50 | -0.10 | 1.06 | 1.46 | -1.28 | 0.42 | 1.24 | 0.62 | 2.24 |
| Standard Deviation(%) | NA | 57.16 | 49.62 | 81.98 | NA | NA | NA | … | … | 52.67 | 9.13 | 15.60 | 13.57 | 18.51 | 24.00 | 10.65 | 7.65 | 6.74 | 6.62 |
| Draw Down(%) | NA | 29.70 | 29.70 | 38.50 | NA | NA | NA | … | … | 29.70 | 8.06 | 15.31 | 11.00 | 17.85 | 38.75 | 7.32 | 7.58 | 4.66 | 4.51 |
| Yield(%) | 0.00 | 1.81 | 2.14 | 1.89 | 3.84 | 2.56 | 1.92 | … | … | 0.00 | 2.18 | 1.79 | 2.28 | 2.39 | 2.23 | 12.79 | 6.91 | 3.57 | 1.39 |
Data as of 06/12/2013, Common starting date is 06/07/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXMAX (Columbia Portfolio Bldr Mod Agrsv A) |
-10.14%
Feb 2006 – Feb 2009 |
-2.87%
May 2008 – May 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXMAX (Columbia Portfolio Bldr Mod Agrsv A) |
20.57%
Feb 2009 – Feb 2012 |
4.91%
May 2006 – May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart