Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLHRX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO CLASS R5) | NA | 12.18% | 1.13% | 6.36% | 6.02% | NA | NA | … | … |
Data as of 04/19/2024, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLHRX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO CLASS R5) | 11/12/2012 | 04/19/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 12.18 | 1.13 | 6.36 | 6.02 | 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(%) | 5.03 | 7.52 | 7.94 | 7.00 | 5.33 | 4.00 | … | … |
Data as of 04/19/2024, 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 |
|---|---|---|---|---|
| CLHRX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO CLASS R5) |
1.66%
Sep 2019 – Sep 2022 |
2.98%
Sep 2017 – Sep 2022 |
4.84%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLHRX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO CLASS R5) |
15.94%
Dec 2018 – Dec 2021 |
11.68%
Oct 2016 – Oct 2021 |
6.43%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart