Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPDIX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CL) | 9.20% | 24.25% | 17.89% | 8.96% | 11.28% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPDIX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CL) | 06/17/2013 | 06/11/2026 |
| 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 (%) | -1.87 | 24.25 | 17.89 | 8.96 | 11.28 | NA | NA | … | … | 9.20 | 19.41 | 15.86 | 20.35 | -18.81 | 16.67 | 14.37 | 24.75 | -9.02 | 22.78 | 6.64 | 0.73 | 6.18 | 12.06 |
| Sharpe Ratio | NA | 1.96 | 1.18 | 0.45 | 0.63 | NA | NA | … | … | 1.28 | 1.13 | 1.14 | 1.60 | -1.02 | 1.48 | 0.51 | 2.25 | -0.76 | 3.83 | 0.56 | 0.06 | 0.63 | 2.47 |
| Standard Deviation(%) | NA | 11.18 | 12.41 | 13.95 | 14.81 | NA | NA | … | … | 13.44 | 14.73 | 10.76 | 10.50 | 19.84 | 11.24 | 27.59 | 10.34 | 13.73 | 5.80 | 11.45 | 12.28 | 9.77 | 9.43 |
| Draw Down(%) | NA | 7.99 | 15.11 | 25.51 | 31.33 | NA | NA | … | … | 7.99 | 15.11 | 7.85 | 8.83 | 25.27 | 4.99 | 31.33 | 5.93 | 18.73 | 1.71 | 10.53 | 10.93 | 7.28 | 4.78 |
| Yield(%) | 0.00 | 10.75 | 8.38 | 7.48 | 8.92 | 7.32 | 5.49 | … | … | 0.00 | 11.29 | 6.36 | 6.75 | 6.08 | 14.48 | 6.71 | 9.61 | 9.22 | 8.94 | 5.53 | 8.74 | 10.19 | 2.50 |
Data as of 06/11/2026, Common starting date is 06/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPDIX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CL) |
1.86%
Mar 2017 – Mar 2020 |
3.20%
Mar 2015 – Mar 2020 |
6.72%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPDIX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CL) |
20.37%
Sep 2022 – Sep 2025 |
13.59%
Oct 2016 – Oct 2021 |
11.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart