Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLIVX (COLUMBIA ALTERNATIVE BETA FUND COLUMBIA ALTERNATIVE BETA FUND CLASS R5) | NA | 10.11% | 1.69% | 0.69% | NA | NA | NA | … | … |
Data as of 04/19/2024, Common starting date is 01/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLIVX (COLUMBIA ALTERNATIVE BETA FUND COLUMBIA ALTERNATIVE BETA FUND CLASS R5) | 01/30/2015 | 04/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 10.11 | 1.69 | 0.69 | NA | NA | NA | … | … | 5.77 | 3.73 | -0.15 | -2.72 | 1.22 | -4.40 | -18.39 | 6.62 | -3.43 | -4.52 |
| Sharpe Ratio | NA | 1.59 | -0.12 | -0.01 | NA | NA | NA | … | … | 4.17 | -0.14 | -0.28 | -0.64 | 0.01 | -1.34 | -2.45 | 1.14 | -0.75 | -1.00 |
| Standard Deviation(%) | NA | 3.97 | 4.59 | 87.91 | NA | NA | NA | … | … | 4.02 | 3.79 | 5.47 | 4.32 | 196.20 | 4.34 | 8.08 | 5.28 | 4.82 | 4.91 |
| Draw Down(%) | NA | 2.79 | 5.66 | 76.00 | NA | NA | NA | … | … | 1.32 | 2.80 | 2.70 | 6.24 | 75.95 | 9.26 | 19.75 | 2.85 | 5.57 | 6.69 |
| Yield(%) | 0.00 | 3.12 | 1.98 | 4.68 | 2.16 | 1.44 | 1.08 | … | … | 0.00 | 3.12 | 0.84 | 2.30 | 0.00 | 0.00 | 0.00 | 2.46 | 0.58 | 0.78 |
Data as of 04/19/2024, Common starting date is 01/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLIVX (COLUMBIA ALTERNATIVE BETA FUND COLUMBIA ALTERNATIVE BETA FUND CLASS R5) |
-36.82%
Feb 2020 – Feb 2023 |
-5.17%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLIVX (COLUMBIA ALTERNATIVE BETA FUND COLUMBIA ALTERNATIVE BETA FUND CLASS R5) |
47.77%
Feb 2017 – Feb 2020 |
26.05%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart