Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPDMX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS ) | 4.28% | 15.63% | 12.67% | 5.58% | 7.66% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPDMX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS ) | 06/17/2013 | 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 (%) | -2.66 | 15.63 | 12.67 | 5.58 | 7.66 | NA | NA | … | … | 4.28 | 15.88 | 10.61 | 15.34 | -17.02 | 9.83 | 12.37 | 18.54 | -6.01 | 15.25 | 6.24 | 0.74 | 5.67 | 6.06 |
| Sharpe Ratio | NA | 1.74 | 1.13 | 0.34 | 0.62 | NA | NA | … | … | 0.91 | 1.35 | 0.93 | 1.50 | -1.34 | 1.35 | 0.70 | 2.73 | -0.88 | 3.93 | 0.83 | 0.09 | 0.93 | 1.75 |
| Standard Deviation(%) | NA | 8.41 | 8.78 | 9.74 | 9.77 | NA | NA | … | … | 10.43 | 9.68 | 7.52 | 7.87 | 13.83 | 7.26 | 17.32 | 6.26 | 8.44 | 3.72 | 7.27 | 7.63 | 6.09 | 6.51 |
| Draw Down(%) | NA | 6.81 | 9.25 | 22.47 | 22.51 | NA | NA | … | … | 6.81 | 9.25 | 4.36 | 7.12 | 21.97 | 3.49 | 22.51 | 3.25 | 12.48 | 1.17 | 6.53 | 7.35 | 4.61 | 4.04 |
| Yield(%) | 0.00 | 4.91 | 5.40 | 5.82 | 6.61 | 5.61 | 4.21 | … | … | 0.00 | 5.58 | 5.96 | 4.99 | 4.98 | 13.35 | 5.83 | 7.04 | 7.02 | 7.39 | 4.98 | 8.01 | 11.35 | 4.08 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| CPDMX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS ) |
0.35%
Apr 2021 – Apr 2024 |
2.25%
Sep 2017 – Sep 2022 |
4.67%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPDMX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS ) |
15.12%
Sep 2022 – Sep 2025 |
9.86%
Feb 2016 – Feb 2021 |
8.21%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart