Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBVZX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLI) | NA | 3.97% | 5.79% | NA | NA | NA | NA | … | … |
Data as of 12/16/2014, Common starting date is 09/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBVZX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLI) | 09/28/2010 | 12/16/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.26 | 3.97 | 5.79 | NA | NA | NA | NA | … | … | 3.20 | 4.52 | 9.00 | 1.80 | 1.07 |
| Sharpe Ratio | NA | 1.40 | 1.91 | NA | NA | NA | NA | … | … | 1.16 | 1.30 | 3.39 | 0.38 | 0.89 |
| Standard Deviation(%) | NA | 2.82 | 3.02 | NA | NA | NA | NA | … | … | 2.86 | 3.45 | 2.66 | 4.64 | 4.57 |
| Draw Down(%) | NA | 2.12 | 4.17 | NA | NA | NA | NA | … | … | 2.12 | 4.17 | 1.61 | 5.18 | 2.28 |
| Yield(%) | 0.00 | 8.25 | 6.32 | 3.98 | 1.99 | 1.33 | 0.99 | … | … | 4.39 | 6.22 | 4.88 | 4.16 | 0.00 |
Data as of 12/16/2014, Common starting date is 09/28/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBVZX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLI) |
4.28%
Apr 2011 – Apr 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBVZX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLI) |
6.65%
Nov 2011 – Nov 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart