Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEGMX (Columbia Moderately Conserv E Agg Trac) | 2.54% | 9.61% | 8.63% | 3.72% | 5.22% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEGMX (Columbia Moderately Conserv E Agg Trac) | 10/23/2013 | 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 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.04 | 9.61 | 8.63 | 3.72 | 5.22 | NA | NA | … | … | 2.54 | 10.63 | 7.47 | 10.87 | -12.34 | 6.33 | 9.71 | 12.55 | -2.43 | 8.04 | 5.55 | -0.69 | 10.74 | 1.25 |
| Sharpe Ratio | NA | 1.55 | 0.98 | 0.20 | 0.59 | NA | NA | … | … | 0.74 | 1.32 | 0.27 | 1.13 | -1.42 | 1.45 | 0.96 | 3.27 | -0.78 | 3.30 | 1.24 | -0.15 | 1.60 | 2.43 |
| Standard Deviation(%) | NA | 4.93 | 5.76 | 6.58 | 6.12 | NA | NA | … | … | 5.90 | 5.98 | 5.37 | 5.90 | 9.72 | 4.35 | 9.83 | 3.41 | 4.80 | 2.26 | 4.30 | 4.82 | 6.72 | 2.81 |
| Draw Down(%) | NA | 3.79 | 5.71 | 16.59 | 16.59 | NA | NA | … | … | 3.79 | 5.42 | 2.71 | 5.53 | 16.13 | 2.18 | 12.65 | 1.39 | 6.32 | 0.79 | 3.15 | 4.57 | 2.35 | 0.71 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEGMX (Columbia Moderately Conserv E Agg Trac) |
0.03%
Apr 2021 – Apr 2024 |
2.00%
Sep 2017 – Sep 2022 |
3.92%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEGMX (Columbia Moderately Conserv E Agg Trac) |
10.23%
Sep 2022 – Sep 2025 |
6.96%
Feb 2016 – Feb 2021 |
5.67%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart