Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CLNZX (COLUMBIA MULTI-ASSET INCOME FUND COLUMBIA MULTI-ASSET INCOME FUND CLASS Z) NA 5.57% 6.68% 7.93% NA NA NA
Data as of 02/05/2021, Common starting date is 03/30/2015
More Performance Analytics Comparison
Name Start Date End Date
CLNZX (COLUMBIA MULTI-ASSET INCOME FUND COLUMBIA MULTI-ASSET INCOME FUND CLASS Z) 03/30/2015 02/05/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) -0.05 5.57 6.68 7.93 NA NA NA -0.20 7.38 17.75 -6.07 9.17 9.92 -4.91
Sharpe Ratio NA 0.32 0.56 0.87 NA NA NA -0.55 0.47 3.52 -1.10 2.90 1.77 -1.15
Standard Deviation(%) NA 15.05 9.83 8.10 NA NA NA 3.95 15.06 4.64 6.74 2.95 5.48 5.62
Draw Down(%) NA 23.08 23.08 23.08 NA NA NA 0.91 23.08 1.84 10.21 1.73 4.48 7.80
Yield(%) 0.26 5.65 5.97 6.14 3.17 2.11 1.58 0.59 5.57 6.44 6.20 5.19 5.55 4.04
Data as of 02/05/2021, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLNZX (COLUMBIA MULTI-ASSET INCOME FUND COLUMBIA MULTI-ASSET INCOME FUND CLASS Z) 0.26%
Mar 2017 – Mar 2020
2.70%
Apr 2015 – Apr 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CLNZX (COLUMBIA MULTI-ASSET INCOME FUND COLUMBIA MULTI-ASSET INCOME FUND CLASS Z) 7.24%
Sep 2015 – Sep 2018
7.77%
Jan 2016 – Jan 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return