Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CARJX (COLUMBIA ADAPTIVE RETIREMENT 2035 FUND ADVISOR CLASS) | NA | -1,539,703.20% | nan% | nan% | 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 |
|---|---|---|
| CARJX (COLUMBIA ADAPTIVE RETIREMENT 2035 FUND ADVISOR 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 (%) | -1,505,610.17 | -1,539,703.20 | nan | nan | NA | NA | NA | … | … | 3.79 | -14.00 | 10.39 | 11.93 | 21.94 | -3.83 |
| Sharpe Ratio | NA | -0.37 | -0.22 | 0.47 | NA | NA | NA | … | … | -0.03 | -1.83 | 1.29 | 1.07 | 2.58 | -0.77 |
| Standard Deviation(%) | NA | 8.31 | 8.25 | 8.92 | NA | NA | NA | … | … | 8.43 | 8.45 | 8.02 | 10.85 | 7.97 | 8.42 |
| Draw Down(%) | NA | 8.49 | 16.83 | 16.83 | NA | NA | NA | … | … | 8.49 | 16.61 | 4.13 | 12.29 | 3.75 | 10.01 |
| Yield(%) | 1.13 | 11.48 | 8.26 | 7.99 | 3.92 | 2.62 | 1.96 | … | … | 104.39 | 9.26 | 11.52 | 4.23 | 6.26 | 4.46 |
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 |
|---|---|---|---|---|
| CARJX (COLUMBIA ADAPTIVE RETIREMENT 2035 FUND ADVISOR CLASS) |
0.76%
Nov 2020 – Nov 2023 |
4.08%
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 |
|---|---|---|---|---|
| CARJX (COLUMBIA ADAPTIVE RETIREMENT 2035 FUND ADVISOR CLASS) |
14.64%
Dec 2018 – Dec 2021 |
5.53%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart