Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CARLX (COLUMBIA ADAPTIVE RETIREMENT 2030 FUND ADVISOR CLASS) | NA | 277,413.51% | 1,294.44% | 410.07% | 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 |
|---|---|---|
| CARLX (COLUMBIA ADAPTIVE RETIREMENT 2030 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 (%) | 272,293.23 | 277,413.51 | 1,294.44 | 410.07 | NA | NA | NA | … | … | -4.70 | -12.87 | 8.31 | 10.39 | 18.63 | -3.92 | 2.07 |
| Sharpe Ratio | NA | -0.95 | -0.55 | 0.17 | NA | NA | NA | … | … | -0.77 | -1.87 | 1.19 | 1.09 | 2.53 | -0.65 | 2.66 |
| Standard Deviation(%) | NA | 11.79 | 9.03 | 8.79 | NA | NA | NA | … | … | 12.07 | 7.64 | 6.94 | 9.32 | 6.81 | 8.03 | 4.46 |
| Draw Down(%) | NA | 10.13 | 17.12 | 17.12 | NA | NA | NA | … | … | 10.13 | 15.31 | 3.65 | 10.45 | 3.18 | 8.97 | 1.48 |
| Yield(%) | 8.67 | 19.35 | 9.98 | 9.10 | 4.56 | 3.04 | 2.28 | … | … | 103.81 | 10.34 | 9.85 | 4.21 | 5.20 | 6.75 | 0.37 |
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 |
|---|---|---|---|---|
| CARLX (COLUMBIA ADAPTIVE RETIREMENT 2030 FUND ADVISOR CLASS) |
0.20%
Nov 2020 – Nov 2023 |
3.35%
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 |
|---|---|---|---|---|
| CARLX (COLUMBIA ADAPTIVE RETIREMENT 2030 FUND ADVISOR CLASS) |
12.36%
Dec 2018 – Dec 2021 |
4.56%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart