Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBRRX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS K) | NA | 13.07% | 6.46% | 7.24% | 6.61% | NA | NA | … | … |
Data as of 03/09/2018, Common starting date is 03/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBRRX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS K) | 03/22/2004 | 03/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.73 | 13.07 | 6.46 | 7.24 | 6.61 | NA | NA | … | … | 1.29 | 14.84 | 5.69 | 0.38 | 5.39 | 13.79 | 12.02 | -0.01 | 13.15 | 25.22 | -24.31 | 0.10 | 8.35 | 4.25 | 8.99 |
| Sharpe Ratio | NA | 2.26 | 0.91 | 1.08 | 0.63 | NA | NA | … | … | 0.59 | 3.93 | 0.74 | 0.05 | 0.88 | 2.21 | 1.78 | 0.00 | 1.23 | 1.77 | -1.41 | -0.28 | 0.62 | 0.33 | 1.75 |
| Standard Deviation(%) | NA | 5.46 | 6.71 | 6.53 | 10.09 | NA | NA | … | … | 10.24 | 3.63 | 7.33 | 7.56 | 6.12 | 6.23 | 6.77 | 11.69 | 10.59 | 14.20 | 17.80 | 10.47 | 8.23 | 6.30 | 6.05 |
| Draw Down(%) | NA | 6.11 | 10.36 | 10.36 | 33.69 | NA | NA | … | … | 6.11 | 1.24 | 6.65 | 7.54 | 4.67 | 5.57 | 5.82 | 12.06 | 8.40 | 13.77 | 32.23 | 10.02 | 5.74 | 3.72 | 5.43 |
| Yield(%) | 0.00 | 6.83 | 5.94 | 6.94 | 5.37 | 4.58 | 3.43 | … | … | 0.00 | 7.00 | 4.36 | 7.58 | 10.87 | 5.98 | 2.87 | 1.98 | 2.88 | 3.30 | 2.54 | 4.15 | 3.86 | 2.86 | 1.88 |
Data as of 03/09/2018, Common starting date is 03/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBRRX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS K) |
-10.01%
Feb 2006 – Feb 2009 |
-0.80%
Apr 2004 – Apr 2009 |
3.96%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBRRX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS K) |
18.31%
Feb 2009 – Feb 2012 |
14.97%
Feb 2009 – Feb 2014 |
6.42%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart