Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CARQX (COLUMBIA ADAPTIVE RETIREMENT 2040 FUND INSTITUTIONAL 3 CLASS) | NA | 205,583.24% | 1,170.70% | 389.03% | 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 |
|---|---|---|
| CARQX (COLUMBIA ADAPTIVE RETIREMENT 2040 FUND INSTITUTIONAL 3 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 (%) | 200,166.31 | 205,583.24 | 1,170.70 | 389.03 | NA | NA | NA | … | … | 3.96 | -15.17 | 12.66 | 13.38 | 25.13 | -6.44 | 2.56 |
| Sharpe Ratio | NA | -0.34 | -0.17 | 0.50 | NA | NA | NA | … | … | -0.01 | -1.78 | 1.37 | 1.05 | 2.58 | -0.70 | 2.64 |
| Standard Deviation(%) | NA | 9.52 | 9.33 | 10.18 | NA | NA | NA | … | … | 9.62 | 9.32 | 9.19 | 12.46 | 9.19 | 11.05 | 5.73 |
| Draw Down(%) | NA | 9.74 | 18.17 | 18.17 | NA | NA | NA | … | … | 9.74 | 17.89 | 4.64 | 13.98 | 4.37 | 13.42 | 1.87 |
| Yield(%) | 1.77 | 18.80 | 11.06 | 10.33 | 5.11 | 3.41 | 2.55 | … | … | 105.13 | 15.16 | 12.73 | 5.83 | 6.51 | 4.77 | 0.47 |
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 |
|---|---|---|---|---|
| CARQX (COLUMBIA ADAPTIVE RETIREMENT 2040 FUND INSTITUTIONAL 3 CLASS) |
1.35%
Nov 2020 – Nov 2023 |
4.76%
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 |
|---|---|---|---|---|
| CARQX (COLUMBIA ADAPTIVE RETIREMENT 2040 FUND INSTITUTIONAL 3 CLASS) |
16.92%
Dec 2018 – Dec 2021 |
6.46%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart