Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAIDX (COLUMBIA ADAPTIVE RETIREMENT 2025 FUND INSTITUTIONAL 3 CLASS) | NA | 512,869.71% | 1,609.38% | 473.59% | NA | NA | NA | … | … |
Data as of 12/08/2023, Common starting date is 04/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAIDX (COLUMBIA ADAPTIVE RETIREMENT 2025 FUND INSTITUTIONAL 3 CLASS) | 04/05/2018 | 12/08/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 503,762.74 | 512,869.71 | 1,609.38 | 473.59 | NA | NA | NA | … | … | -0.71 | -11.68 | 6.87 | 9.27 | 16.39 | -1.98 |
| Sharpe Ratio | NA | -0.86 | -0.51 | 0.26 | NA | NA | NA | … | … | -0.61 | -1.85 | 1.15 | 1.13 | 2.64 | -0.70 |
| Standard Deviation(%) | NA | 8.26 | 7.14 | 7.13 | NA | NA | NA | … | … | 8.39 | 7.10 | 5.96 | 7.96 | 5.68 | 5.83 |
| Draw Down(%) | NA | 6.43 | 14.29 | 14.29 | NA | NA | NA | … | … | 6.43 | 14.10 | 3.21 | 9.01 | 2.56 | 6.78 |
| Yield(%) | 4.95 | 15.98 | 12.98 | 10.65 | 5.29 | 3.53 | 2.65 | … | … | 103.98 | 10.45 | 24.82 | 3.49 | 5.23 | 3.95 |
Data as of 12/08/2023, Common starting date is 04/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAIDX (COLUMBIA ADAPTIVE RETIREMENT 2025 FUND INSTITUTIONAL 3 CLASS) |
-0.03%
Nov 2020 – Nov 2023 |
3.04%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAIDX (COLUMBIA ADAPTIVE RETIREMENT 2025 FUND INSTITUTIONAL 3 CLASS) |
10.77%
Dec 2018 – Dec 2021 |
4.06%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart