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
CNTCX (Columbia Conservative C Cons Track) 0.78% 5.12% 5.16% 1.80% 2.61% NA NA
Data as of 06/10/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
Name Start Date End Date
CNTCX (Columbia Conservative C Cons 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 (%) -0.44 5.12 5.16 1.80 2.61 NA NA 0.78 6.59 4.72 7.04 -9.45 1.40 5.95 7.06 -0.96 4.15 2.72 -1.23 3.14 0.45
Sharpe Ratio NA 0.97 0.62 -0.18 0.31 NA NA -0.14 1.28 -0.58 0.71 -2.08 0.63 1.39 3.36 -0.94 2.62 1.20 -0.50 1.62 1.52
Standard Deviation(%) NA 2.59 3.24 3.68 3.16 NA NA 3.05 2.97 3.22 3.94 5.20 2.19 4.08 1.68 2.41 1.35 2.09 2.54 1.92 1.58
Draw Down(%) NA 2.05 3.25 12.10 12.10 NA NA 2.05 2.28 1.66 3.25 11.67 1.26 5.89 0.85 2.52 0.56 1.42 2.73 0.94 0.45
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
CNTCX (Columbia Conservative C Cons Track) -1.74%
Oct 2020 – Oct 2023
0.48%
Oct 2017 – Oct 2022
1.64%
Nov 2013 – Nov 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CNTCX (Columbia Conservative C Cons Track) 6.41%
Oct 2022 – Oct 2025
3.77%
Jan 2016 – Jan 2021
2.90%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return