Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CARUX (COLUMBIA ADAPTIVE RETIREMENT 2050 FUND INSTITUTIONAL 3 CLASS) | NA | -922,455.52% | nan% | nan% | 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 |
|---|---|---|
| CARUX (COLUMBIA ADAPTIVE RETIREMENT 2050 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 (%) | -894,395.07 | -922,455.52 | nan | nan | NA | NA | NA | … | … | 4.55 | -17.35 | 16.18 | 15.87 | 29.41 | -7.87 | 2.88 |
| Sharpe Ratio | NA | -0.26 | -0.10 | 0.53 | NA | NA | NA | … | … | 0.05 | -1.73 | 1.44 | 1.04 | 2.59 | -0.71 | 2.77 |
| Standard Deviation(%) | NA | 11.51 | 11.19 | 12.17 | NA | NA | NA | … | … | 11.68 | 10.87 | 11.20 | 14.90 | 10.82 | 12.98 | 6.23 |
| Draw Down(%) | NA | 11.73 | 20.77 | 20.77 | NA | NA | NA | … | … | 11.73 | 20.37 | 5.41 | 16.52 | 5.26 | 15.84 | 1.96 |
| Yield(%) | 1.94 | 22.89 | 13.27 | 12.56 | 6.16 | 4.11 | 3.08 | … | … | 105.94 | 18.27 | 16.58 | 5.78 | 7.53 | 5.12 | 0.49 |
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 |
|---|---|---|---|---|
| CARUX (COLUMBIA ADAPTIVE RETIREMENT 2050 FUND INSTITUTIONAL 3 CLASS) |
2.02%
Nov 2020 – Nov 2023 |
5.66%
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 |
|---|---|---|---|---|
| CARUX (COLUMBIA ADAPTIVE RETIREMENT 2050 FUND INSTITUTIONAL 3 CLASS) |
20.32%
Dec 2018 – Dec 2021 |
7.66%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart