Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRAAX (COLUMBIA ADAPTIVE RISK ALLOCATION FUND COLUMBIA ADAPTIVE RISK ALLOCATION FUND CLASS A) | 7.18% | 17.46% | 11.65% | 4.83% | 6.71% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRAAX (COLUMBIA ADAPTIVE RISK ALLOCATION FUND COLUMBIA ADAPTIVE RISK ALLOCATION FUND CLASS A) | 06/20/2012 | 06/08/2026 |
| 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.99 | 17.46 | 11.65 | 4.83 | 6.71 | NA | NA | … | … | 7.18 | 14.08 | 7.58 | 8.58 | -15.17 | 10.83 | 9.16 | 18.57 | -4.68 | 13.05 | 9.27 | -4.85 | 10.22 | -6.16 | 9.26 |
| Sharpe Ratio | NA | 1.94 | 0.97 | 0.27 | 0.62 | NA | NA | … | … | 1.58 | 1.23 | 0.48 | 0.57 | -1.94 | 1.40 | 0.84 | 2.33 | -0.84 | 2.65 | 1.04 | -0.61 | 1.78 | -0.62 | 2.30 |
| Standard Deviation(%) | NA | 7.95 | 8.80 | 8.66 | 8.29 | NA | NA | … | … | 9.39 | 9.14 | 8.26 | 8.78 | 8.60 | 7.73 | 10.59 | 7.32 | 7.25 | 4.70 | 8.74 | 7.99 | 5.74 | 10.06 | 7.99 |
| Draw Down(%) | NA | 5.17 | 8.96 | 18.62 | 18.62 | NA | NA | … | … | 5.17 | 8.73 | 4.48 | 8.51 | 17.59 | 4.39 | 13.41 | 3.18 | 9.21 | 2.25 | 6.35 | 9.59 | 4.77 | 14.03 | 3.73 |
| Yield(%) | 0.00 | 2.81 | 2.03 | 5.42 | 5.66 | 4.63 | 3.47 | … | … | 0.00 | 2.93 | 2.41 | 0.33 | 6.20 | 18.58 | 1.01 | 8.07 | 5.38 | 7.58 | 2.13 | 0.97 | 1.98 | 4.55 | 3.71 |
Data as of 06/08/2026, Common starting date is 06/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRAAX (COLUMBIA ADAPTIVE RISK ALLOCATION FUND COLUMBIA ADAPTIVE RISK ALLOCATION FUND CLASS A) |
-1.11%
Sep 2012 – Sep 2015 |
2.68%
Sep 2018 – Sep 2023 |
3.27%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRAAX (COLUMBIA ADAPTIVE RISK ALLOCATION FUND COLUMBIA ADAPTIVE RISK ALLOCATION FUND CLASS A) |
12.89%
May 2023 – May 2026 |
9.10%
Dec 2016 – Dec 2021 |
7.35%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
