Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLREX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS R5) | 3.31% | 13.93% | 13.83% | 5.07% | 8.09% | 8.68% | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLREX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS R5) | 03/08/2011 | 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.57 | 13.93 | 13.83 | 5.07 | 8.09 | 8.68 | NA | … | … | 3.31 | 14.18 | 14.63 | 21.54 | -19.63 | 5.99 | 13.31 | 23.12 | -5.70 | 14.35 | 6.50 | 1.99 | 10.43 | 21.43 | 13.98 | -1.93 |
| Sharpe Ratio | NA | 1.60 | 1.15 | 0.24 | 0.55 | NA | NA | … | … | 0.81 | 0.97 | 1.32 | 2.01 | -1.30 | 0.50 | 0.62 | 2.96 | -0.68 | 3.38 | 0.78 | 0.20 | 1.44 | 2.87 | 1.74 | -0.15 |
| Standard Deviation(%) | NA | 8.51 | 9.83 | 11.78 | 11.78 | NA | NA | … | … | 10.01 | 11.65 | 8.35 | 9.00 | 16.22 | 11.98 | 20.96 | 7.33 | 10.53 | 4.06 | 8.06 | 9.73 | 7.26 | 7.45 | 8.08 | 15.81 |
| Draw Down(%) | NA | 6.62 | 12.06 | 26.68 | 26.68 | NA | NA | … | … | 6.62 | 12.06 | 4.84 | 7.46 | 20.88 | 10.07 | 22.71 | 3.70 | 12.97 | 1.21 | 5.85 | 7.74 | 4.91 | 4.73 | 6.34 | 12.69 |
| Yield(%) | 0.00 | 6.74 | 6.37 | 3.66 | 4.42 | 5.33 | 3.93 | … | … | 0.48 | 6.91 | 8.41 | 2.23 | 1.22 | 0.95 | 1.43 | 4.94 | 5.22 | 3.15 | 1.78 | 4.06 | 5.14 | 1.26 | 1.64 | 4.27 |
Data as of 06/10/2026, Common starting date is 03/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLREX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS R5) |
-1.18%
Dec 2019 – Dec 2022 |
2.30%
Dec 2017 – Dec 2022 |
5.59%
Oct 2013 – Oct 2023 |
8.37%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLREX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS R5) |
16.80%
Sep 2011 – Sep 2014 |
12.28%
Sep 2011 – Sep 2016 |
11.39%
Sep 2011 – Sep 2021 |
8.64%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart