Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRDRX (COLUMBIA ADAPTIVE RISK ALLOCATION FUND COLUMBIA ADAPTIVE RISK ALLOCATION FUND CLASS R5) | 6.58% | 16.55% | 11.60% | 4.85% | 6.98% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRDRX (COLUMBIA ADAPTIVE RISK ALLOCATION FUND COLUMBIA ADAPTIVE RISK ALLOCATION FUND CLASS R5) | 06/20/2012 | 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.41 | 16.55 | 11.60 | 4.85 | 6.98 | NA | NA | … | … | 6.58 | 11.91 | 7.80 | 8.92 | -14.99 | 11.14 | 9.37 | 18.95 | -4.50 | 13.28 | 9.63 | -4.54 | 10.67 | -5.87 | 9.38 |
| Sharpe Ratio | NA | 2.02 | 1.00 | 0.30 | 0.65 | NA | NA | … | … | 1.65 | 0.97 | 0.51 | 0.59 | -1.91 | 1.45 | 0.86 | 2.43 | -0.81 | 2.69 | 1.08 | -0.57 | 1.86 | -0.58 | 2.33 |
| Standard Deviation(%) | NA | 7.84 | 8.81 | 8.66 | 8.28 | NA | NA | … | … | 9.24 | 9.45 | 8.23 | 8.94 | 8.63 | 7.68 | 10.61 | 7.19 | 7.28 | 4.71 | 8.71 | 8.02 | 5.73 | 10.11 | 7.98 |
| Draw Down(%) | NA | 5.06 | 8.79 | 18.23 | 18.23 | NA | NA | … | … | 5.06 | 8.59 | 4.55 | 8.47 | 17.43 | 4.36 | 13.42 | 3.14 | 8.99 | 2.33 | 6.29 | 9.45 | 4.64 | 14.02 | 3.73 |
| Yield(%) | 0.00 | 3.03 | 2.28 | 5.56 | 5.99 | 4.89 | 3.67 | … | … | 0.00 | 3.17 | 2.65 | 0.58 | 6.39 | 18.79 | 2.21 | 8.24 | 5.56 | 7.56 | 2.44 | 0.96 | 2.36 | 4.54 | 3.83 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| CRDRX (COLUMBIA ADAPTIVE RISK ALLOCATION FUND COLUMBIA ADAPTIVE RISK ALLOCATION FUND CLASS R5) |
-0.79%
Sep 2012 – Sep 2015 |
2.93%
Sep 2018 – Sep 2023 |
3.56%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRDRX (COLUMBIA ADAPTIVE RISK ALLOCATION FUND COLUMBIA ADAPTIVE RISK ALLOCATION FUND CLASS R5) |
13.16%
May 2023 – May 2026 |
9.36%
Dec 2016 – Dec 2021 |
7.60%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart