Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CARGX (COLUMBIA ADAPTIVE RETIREMENT 2020 FUND ADVISOR CLASS) | NA | 408,984.20% | 1,480.41% | 444.87% | NA | NA | NA | … | … |
Data as of 12/08/2023, Common starting date is 10/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CARGX (COLUMBIA ADAPTIVE RETIREMENT 2020 FUND ADVISOR CLASS) | 10/27/2017 | 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 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 403,082.66 | 408,984.20 | 1,480.41 | 444.87 | NA | NA | NA | … | … | -2.42 | -11.04 | 5.37 | 8.22 | 14.50 | -2.39 | 1.61 |
| Sharpe Ratio | NA | -1.01 | -0.64 | 0.13 | NA | NA | NA | … | … | -0.78 | -1.87 | 1.01 | 1.12 | 2.63 | -0.66 | 2.39 |
| Standard Deviation(%) | NA | 8.68 | 7.00 | 6.73 | NA | NA | NA | … | … | 8.87 | 6.66 | 5.31 | 7.11 | 4.97 | 5.58 | 3.74 |
| Draw Down(%) | NA | 7.08 | 13.70 | 13.70 | NA | NA | NA | … | … | 7.08 | 13.47 | 2.93 | 8.00 | 2.18 | 5.82 | 1.19 |
| Yield(%) | 6.04 | 15.25 | 15.53 | 12.11 | 6.08 | 4.06 | 3.04 | … | … | 103.32 | 8.88 | 35.05 | 3.11 | 4.72 | 3.77 | 0.31 |
Data as of 12/08/2023, Common starting date is 10/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARGX (COLUMBIA ADAPTIVE RETIREMENT 2020 FUND ADVISOR CLASS) |
-0.52%
Oct 2020 – Oct 2023 |
2.51%
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 |
|---|---|---|---|---|
| CARGX (COLUMBIA ADAPTIVE RETIREMENT 2020 FUND ADVISOR CLASS) |
9.30%
Dec 2018 – Dec 2021 |
3.40%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart