Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CTCMX (Columbia Moderate Growth C -Cons Track) 5.39% 15.76% 12.33% 5.38% 7.59% NA NA
Data as of 06/09/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
Name Start Date End Date
CTCMX (Columbia Moderate Growth C -Cons Track) 10/23/2013 06/09/2026
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 (%) -1.63 15.76 12.33 5.38 7.59 NA NA 5.39 14.36 11.44 15.41 -17.08 12.46 13.52 18.55 -6.77 13.63 6.93 -1.58 6.66 2.65
Sharpe Ratio NA 1.52 0.93 0.25 0.52 NA NA 0.95 1.05 0.56 1.22 -1.11 1.38 0.64 2.33 -0.80 2.83 0.75 -0.16 0.88 2.67
Standard Deviation(%) NA 8.73 9.91 11.33 11.50 NA NA 10.37 11.17 8.85 9.23 16.57 9.03 20.62 7.37 10.07 4.61 8.97 9.83 7.54 5.61
Draw Down(%) NA 6.44 11.79 22.85 24.12 NA NA 6.44 11.32 4.78 8.99 22.33 4.34 24.12 4.10 13.65 1.50 7.47 8.62 5.41 1.39
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/09/2026, Common starting date is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CTCMX (Columbia Moderate Growth C -Cons Track) 0.28%
Apr 2021 – Apr 2024
1.94%
Mar 2015 – Mar 2020
5.16%
Nov 2013 – Nov 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CTCMX (Columbia Moderate Growth C -Cons Track) 14.81%
Dec 2018 – Dec 2021
10.24%
Jun 2016 – Jun 2021
8.18%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return