Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLGZX (Columbia LifeGoal Income Z) | NA | 4.51% | 5.38% | NA | NA | NA | NA | … | … |
Data as of 04/26/2013, Common starting date is 01/26/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLGZX (Columbia LifeGoal Income Z) | 01/26/2010 | 04/26/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | 4.51 | 5.38 | NA | NA | NA | NA | … | … | 0.54 | 6.98 | 5.01 | 6.93 |
| Sharpe Ratio | NA | 3.15 | 2.03 | NA | NA | NA | NA | … | … | 1.03 | 5.29 | 1.73 | 2.17 |
| Standard Deviation(%) | NA | 1.41 | 2.62 | NA | NA | NA | NA | … | … | 1.62 | 1.32 | 2.89 | 3.37 |
| Draw Down(%) | NA | 0.85 | 2.89 | NA | NA | NA | NA | … | … | 0.84 | 0.85 | 2.89 | 2.39 |
| Yield(%) | 0.00 | 3.32 | 3.20 | 2.13 | 1.07 | 0.71 | 0.53 | … | … | 0.54 | 3.52 | 3.08 | 3.14 |
Data as of 04/26/2013, Common starting date is 01/26/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLGZX (Columbia LifeGoal Income Z) |
5.83%
Mar 2010 – Mar 2013 |
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 |
|---|---|---|---|---|
| CLGZX (Columbia LifeGoal Income Z) |
6.18%
Feb 2010 – Feb 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart