Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMDQX (Columbia Moderate C Moderate Track) | 4.14% | 13.18% | 10.65% | 4.43% | 6.26% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMDQX (Columbia Moderate C Moderate Track) | 10/23/2013 | 06/09/2026 |
| 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 (%) | -1.30 | 13.18 | 10.65 | 4.43 | 6.26 | NA | NA | … | … | 4.14 | 12.65 | 9.88 | 13.57 | -16.01 | 9.94 | 11.30 | 16.00 | -5.75 | 11.23 | 5.97 | -1.48 | 5.70 | 2.03 |
| Sharpe Ratio | NA | 1.44 | 0.89 | 0.20 | 0.49 | NA | NA | … | … | 0.79 | 1.07 | 0.44 | 1.18 | -1.24 | 1.37 | 0.67 | 2.50 | -0.88 | 2.91 | 0.81 | -0.19 | 0.95 | 2.48 |
| Standard Deviation(%) | NA | 7.32 | 8.41 | 9.56 | 9.44 | NA | NA | … | … | 8.68 | 9.30 | 7.59 | 8.00 | 13.98 | 7.25 | 16.47 | 5.83 | 8.04 | 3.65 | 7.09 | 7.90 | 5.98 | 4.57 |
| Draw Down(%) | NA | 5.53 | 9.80 | 21.09 | 21.09 | NA | NA | … | … | 5.53 | 9.26 | 3.74 | 7.92 | 20.59 | 3.45 | 19.66 | 3.09 | 11.43 | 1.15 | 5.77 | 7.07 | 4.14 | 1.11 |
| 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 06/09/2026, 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 |
|---|---|---|---|---|
| CMDQX (Columbia Moderate C Moderate Track) |
-0.17%
Apr 2021 – Apr 2024 |
1.98%
Mar 2015 – Mar 2020 |
4.19%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMDQX (Columbia Moderate C Moderate Track) |
12.51%
Sep 2022 – Sep 2025 |
8.45%
Oct 2016 – Oct 2021 |
6.79%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart