Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CCLNX (Columbia College A Conservative Track) 0.65% 4.05% 4.22% 1.54% NA NA NA
Data as of 06/10/2026, Common starting date is 09/13/2016
More Performance Analytics Comparison
Name Start Date End Date
CCLNX (Columbia College A Conservative Track) 09/13/2016 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) -0.16 4.05 4.22 1.54 NA NA NA 0.65 5.69 3.20 5.44 -6.40 -0.87 5.02 4.99 0.77 1.77 -0.88
Sharpe Ratio NA 0.64 0.39 -0.32 NA NA NA -0.49 1.31 -1.34 0.32 -2.14 -0.50 1.65 1.91 -0.35 0.82 -1.98
Standard Deviation(%) NA 1.90 2.57 2.92 NA NA NA 2.00 2.20 2.67 3.68 3.65 1.80 2.89 1.88 1.56 1.39 1.58
Draw Down(%) NA 1.21 2.46 9.56 NA NA NA 1.21 1.18 1.61 2.55 8.76 1.83 4.06 1.09 1.06 0.68 1.84
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 09/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CCLNX (Columbia College A Conservative Track) -2.00%
Oct 2020 – Oct 2023
0.23%
Oct 2017 – Oct 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CCLNX (Columbia College A Conservative Track) 5.29%
Oct 2022 – Oct 2025
2.38%
Nov 2016 – Nov 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return