Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CARKX (COLUMBIA ADAPTIVE RETIREMENT 2060 FUND ADVISOR CLASS) | NA | 489,690.21% | 1,604.64% | 488.86% | 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 |
|---|---|---|
| CARKX (COLUMBIA ADAPTIVE RETIREMENT 2060 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 (%) | 475,117.88 | 489,690.21 | 1,604.64 | 488.86 | NA | NA | NA | … | … | 5.82 | -17.68 | 16.78 | 15.97 | 29.32 | -7.83 | 2.91 |
| Sharpe Ratio | NA | -0.16 | -0.06 | 0.55 | NA | NA | NA | … | … | 0.16 | -1.71 | 1.48 | 1.05 | 2.57 | -0.70 | 2.78 |
| Standard Deviation(%) | NA | 11.69 | 11.39 | 12.30 | NA | NA | NA | … | … | 11.86 | 11.19 | 11.29 | 14.97 | 10.86 | 13.05 | 6.28 |
| Draw Down(%) | NA | 12.26 | 21.01 | 21.01 | NA | NA | NA | … | … | 12.26 | 20.63 | 5.45 | 16.59 | 5.26 | 15.90 | 1.96 |
| Yield(%) | 0.74 | 20.69 | 11.86 | 11.50 | 5.64 | 3.76 | 2.82 | … | … | 105.80 | 17.15 | 13.32 | 5.96 | 7.59 | 5.06 | 0.52 |
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 |
|---|---|---|---|---|
| CARKX (COLUMBIA ADAPTIVE RETIREMENT 2060 FUND ADVISOR CLASS) |
2.07%
Nov 2020 – Nov 2023 |
5.68%
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 |
|---|---|---|---|---|
| CARKX (COLUMBIA ADAPTIVE RETIREMENT 2060 FUND ADVISOR CLASS) |
20.54%
Dec 2018 – Dec 2021 |
7.69%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart