Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPHNX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRE) | 5.22% | 17.91% | 14.69% | 6.99% | 9.28% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPHNX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRE) | 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 (%) | -3.08 | 17.91 | 14.69 | 6.99 | 9.28 | NA | NA | … | … | 5.22 | 17.36 | 13.35 | 17.90 | -17.86 | 13.04 | 13.45 | 21.70 | -7.46 | 19.00 | 6.63 | 0.58 | 5.99 | 8.85 |
| Sharpe Ratio | NA | 1.89 | 1.17 | 0.40 | 0.63 | NA | NA | … | … | 1.10 | 1.21 | 1.08 | 1.57 | -1.15 | 1.40 | 0.59 | 2.42 | -0.80 | 3.95 | 0.68 | 0.06 | 0.75 | 2.08 |
| Standard Deviation(%) | NA | 9.38 | 10.37 | 11.72 | 12.20 | NA | NA | … | … | 11.39 | 12.01 | 8.99 | 9.16 | 16.79 | 9.30 | 22.33 | 8.36 | 11.08 | 4.66 | 9.42 | 10.02 | 7.95 | 8.09 |
| Draw Down(%) | NA | 7.18 | 12.25 | 23.88 | 26.76 | NA | NA | … | … | 7.18 | 12.25 | 6.12 | 7.98 | 23.53 | 4.20 | 26.76 | 4.53 | 15.55 | 1.34 | 8.60 | 9.27 | 5.96 | 4.18 |
| Yield(%) | 0.00 | 8.38 | 7.39 | 7.12 | 8.06 | 6.64 | 4.98 | … | … | 0.00 | 9.08 | 7.52 | 5.44 | 5.19 | 15.99 | 6.18 | 8.82 | 8.79 | 8.40 | 5.63 | 7.88 | 11.74 | 2.60 |
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 |
|---|---|---|---|---|
| CPHNX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRE) |
1.49%
Apr 2021 – Apr 2024 |
3.04%
Sep 2017 – Sep 2022 |
5.72%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPHNX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRE) |
17.71%
Sep 2022 – Sep 2025 |
11.71%
Oct 2016 – Oct 2021 |
9.81%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart