Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CKKRX (COLUMBIA INCOME BUILDER FUND COLUMBIA INCOME BUILDER FUND CLASS R5) | 3.71% | 11.04% | 9.06% | 3.22% | 5.53% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CKKRX (COLUMBIA INCOME BUILDER FUND COLUMBIA INCOME BUILDER FUND CLASS R5) | 11/12/2012 | 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.47 | 11.04 | 9.06 | 3.22 | 5.53 | NA | NA | … | … | 3.71 | 11.39 | 5.22 | 9.37 | -12.58 | 6.26 | 10.50 | 14.12 | -2.24 | 7.87 | 9.57 | -1.15 | 2.55 | 2.99 | 0.71 |
| Sharpe Ratio | NA | 1.91 | 1.01 | 0.12 | 0.66 | NA | NA | … | … | 1.15 | 1.54 | 0.28 | 0.84 | -1.67 | 1.80 | 1.01 | 4.57 | -0.94 | 3.55 | 2.04 | -0.24 | 0.61 | 0.66 | 1.19 |
| Standard Deviation(%) | NA | 4.59 | 5.94 | 6.31 | 5.86 | NA | NA | … | … | 5.37 | 5.53 | 5.66 | 6.87 | 8.43 | 3.46 | 10.15 | 2.77 | 3.85 | 2.04 | 4.58 | 4.91 | 4.17 | 4.51 | 4.64 |
| Draw Down(%) | NA | 3.65 | 6.73 | 17.85 | 17.85 | NA | NA | … | … | 3.65 | 4.90 | 3.40 | 7.33 | 17.58 | 1.87 | 16.07 | 1.07 | 5.35 | 1.27 | 4.18 | 5.97 | 4.46 | 5.03 | 1.39 |
| Yield(%) | 0.00 | 4.45 | 4.51 | 4.05 | 4.54 | 3.69 | 2.76 | … | … | 1.75 | 4.37 | 4.26 | 4.26 | 4.33 | 5.05 | 4.54 | 4.53 | 4.15 | 3.87 | 3.48 | 6.60 | 1.19 | 0.00 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| CKKRX (COLUMBIA INCOME BUILDER FUND COLUMBIA INCOME BUILDER FUND CLASS R5) |
-1.46%
Apr 2021 – Apr 2024 |
2.09%
Sep 2017 – Sep 2022 |
2.94%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CKKRX (COLUMBIA INCOME BUILDER FUND COLUMBIA INCOME BUILDER FUND CLASS R5) |
10.25%
Dec 2018 – Dec 2021 |
8.49%
Feb 2016 – Feb 2021 |
6.21%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart