Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAIHX (COLUMBIA ADAPTIVE RETIREMENT 2045 FUND INSTITUTIONAL 3 CLASS) | NA | 833,849.75% | 1,931.28% | 551.65% | 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 |
|---|---|---|
| CAIHX (COLUMBIA ADAPTIVE RETIREMENT 2045 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 (%) | 810,161.04 | 833,849.75 | 1,931.28 | 551.65 | NA | NA | NA | … | … | 859,109.97 | -16.28 | 14.66 | 14.74 | 27.79 | -5.63 |
| Sharpe Ratio | NA | 924.77 | 3.71 | 1.37 | NA | NA | NA | … | … | 1,707.52 | -1.75 | 1.41 | 1.02 | 2.57 | -0.82 |
| Standard Deviation(%) | NA | 901.68 | 519.97 | 402.73 | NA | NA | NA | … | … | 929.87 | 10.18 | 10.41 | 14.10 | 10.24 | 10.99 |
| Draw Down(%) | NA | 10.85 | 19.56 | 19.56 | NA | NA | NA | … | … | 10.85 | 19.22 | 5.02 | 15.81 | 5.01 | 13.25 |
| Yield(%) | 2.09 | 22.85 | 12.44 | 11.75 | 5.71 | 3.80 | 2.85 | … | … | 105.51 | 18.31 | 13.87 | 5.31 | 7.81 | 4.91 |
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 |
|---|---|---|---|---|
| CAIHX (COLUMBIA ADAPTIVE RETIREMENT 2045 FUND INSTITUTIONAL 3 CLASS) |
1.78%
Nov 2020 – Nov 2023 |
5.35%
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 |
|---|---|---|---|---|
| CAIHX (COLUMBIA ADAPTIVE RETIREMENT 2045 FUND INSTITUTIONAL 3 CLASS) |
18.90%
Dec 2018 – Dec 2021 |
7.17%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart