Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGBRX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO CLASS R4) | NA | 18.13% | 0.07% | 2.47% | 4.57% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGBRX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO CLASS R4) | 11/12/2012 | 11/25/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 18.13 | 0.07 | 2.47 | 4.57 | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 2.54 | 2.08 | 2.68 | 4.83 | 3.70 | 2.77 | … | … |
Data as of 11/25/2024, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGBRX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO CLASS R4) |
-5.30%
Sep 2019 – Sep 2022 |
-1.33%
Sep 2017 – Sep 2022 |
2.33%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGBRX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO CLASS R4) |
11.31%
Sep 2015 – Sep 2018 |
10.29%
Feb 2016 – Feb 2021 |
4.88%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart