Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRKRX (COLUMBIA ADAPTIVE RISK ALLOCATION FUND COLUMBIA ADAPTIVE RISK ALLOCATION FUND CLASS R) | NA | 5.04% | -0.72% | 3.33% | 4.08% | NA | NA | … | … |
Data as of 04/19/2024, Common starting date is 06/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRKRX (COLUMBIA ADAPTIVE RISK ALLOCATION FUND COLUMBIA ADAPTIVE RISK ALLOCATION FUND CLASS R) | 06/20/2012 | 04/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.98 | 5.04 | -0.72 | 3.33 | 4.08 | NA | NA | … | … | -0.56 | 8.31 | -15.48 | 10.68 | 8.83 | 18.28 | -4.98 | 12.85 | 9.06 | -5.17 | 9.95 | -6.34 | 9.11 |
| Sharpe Ratio | NA | 0.14 | -0.35 | 0.19 | 0.38 | NA | NA | … | … | -0.74 | 0.46 | -1.94 | 1.39 | 0.81 | 2.30 | -0.87 | 2.64 | 1.01 | -0.65 | 1.70 | -0.64 | 2.27 |
| Standard Deviation(%) | NA | 8.58 | 8.38 | 8.80 | 7.95 | NA | NA | … | … | 7.48 | 8.83 | 8.72 | 7.69 | 10.59 | 7.34 | 7.26 | 4.66 | 8.77 | 7.96 | 5.83 | 9.98 | 7.95 |
| Draw Down(%) | NA | 8.63 | 18.98 | 18.98 | 18.98 | NA | NA | … | … | 4.20 | 8.63 | 17.89 | 4.36 | 13.47 | 3.21 | 9.37 | 2.27 | 6.40 | 9.64 | 4.78 | 14.04 | 3.82 |
| Yield(%) | 0.00 | 0.08 | 7.78 | 6.76 | 5.41 | 4.15 | 3.11 | … | … | 0.00 | 0.08 | 6.04 | 18.51 | 0.59 | 7.88 | 5.18 | 7.63 | 1.87 | 0.97 | 1.91 | 4.55 | 3.55 |
Data as of 04/19/2024, 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 |
|---|---|---|---|---|
| CRKRX (COLUMBIA ADAPTIVE RISK ALLOCATION FUND COLUMBIA ADAPTIVE RISK ALLOCATION FUND CLASS R) |
-1.38%
Sep 2012 – Sep 2015 |
2.43%
Sep 2018 – Sep 2023 |
3.02%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRKRX (COLUMBIA ADAPTIVE RISK ALLOCATION FUND COLUMBIA ADAPTIVE RISK ALLOCATION FUND CLASS R) |
12.52%
Dec 2018 – Dec 2021 |
8.84%
Dec 2016 – Dec 2021 |
4.77%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart