Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMDEX (Columbia Conservative E Mod Track) | 1.12% | 5.87% | 5.94% | 2.57% | 3.41% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMDEX (Columbia Conservative E Mod Track) | 10/23/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 5.87 | 5.94 | 2.57 | 3.41 | NA | NA | … | … | 1.12 | 7.42 | 5.49 | 7.67 | -8.58 | 2.18 | 6.75 | 7.89 | 0.06 | 4.87 | 3.45 | -0.46 | 6.24 | 0.56 |
| Sharpe Ratio | NA | 1.29 | 0.87 | 0.03 | 0.57 | NA | NA | … | … | 0.15 | 1.59 | -0.34 | 0.85 | -1.91 | 1.03 | 1.61 | 3.93 | -0.52 | 3.18 | 1.53 | -0.20 | 2.06 | 1.85 |
| Standard Deviation(%) | NA | 2.56 | 3.22 | 3.70 | 3.16 | NA | NA | … | … | 3.03 | 2.92 | 3.16 | 4.06 | 5.22 | 2.08 | 4.04 | 1.65 | 2.40 | 1.34 | 2.12 | 2.44 | 3.03 | 1.64 |
| Draw Down(%) | NA | 2.04 | 3.10 | 11.35 | 11.35 | NA | NA | … | … | 2.04 | 2.17 | 1.62 | 3.10 | 11.12 | 1.19 | 5.88 | 0.86 | 2.23 | 0.51 | 1.21 | 2.42 | 0.86 | 0.42 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMDEX (Columbia Conservative E Mod Track) |
-0.99%
Oct 2020 – Oct 2023 |
1.29%
Oct 2017 – Oct 2022 |
2.57%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMDEX (Columbia Conservative E Mod Track) |
7.20%
Oct 2022 – Oct 2025 |
4.65%
Jan 2016 – Jan 2021 |
3.71%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart