Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAATX (Columbia Asset Allocation Z ) | NA | 21.39% | 3.58% | 4.79% | 3.56% | NA | NA | … | … |
Data as of 06/06/2011, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAATX (Columbia Asset Allocation Z ) | 06/21/1996 | 06/06/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.39 | 3.58 | 4.79 | 3.56 | NA | NA | … | … | 5.38 | 13.37 | 23.54 | -27.06 | 7.50 | 11.43 | 5.61 | 9.62 | 19.36 | -15.64 | -8.13 | 2.06 | 7.39 | 17.92 | 19.87 | 9.61 |
| Sharpe Ratio | NA | 2.15 | 0.19 | 0.24 | 0.17 | NA | NA | … | … | 1.64 | 1.21 | 1.45 | -1.16 | 0.44 | 1.07 | 0.50 | 1.13 | 1.98 | -1.14 | -0.85 | -0.16 | 0.40 | 1.51 | 1.79 | 1.83 |
| Standard Deviation(%) | NA | 9.48 | 17.49 | 15.00 | 12.80 | NA | NA | … | … | 7.99 | 10.94 | 16.15 | 23.95 | 10.26 | 7.69 | 6.83 | 7.66 | 9.41 | 14.74 | 12.54 | 12.81 | 10.40 | 9.69 | 9.10 | 8.45 |
| Draw Down(%) | NA | 5.02 | 35.70 | 39.50 | 39.50 | NA | NA | … | … | 4.07 | 8.89 | 16.47 | 36.84 | 6.70 | 7.58 | 4.77 | 6.54 | 8.11 | 23.28 | 20.05 | 9.82 | 7.39 | 9.60 | 5.42 | 4.51 |
| Yield(%) | 0.00 | 2.15 | 2.01 | 5.33 | 4.13 | 5.82 | 4.37 | … | … | 0.00 | 2.52 | 2.92 | 2.12 | 11.61 | 9.39 | 9.69 | 1.91 | 2.27 | 1.61 | 1.82 | 6.48 | 4.12 | 5.44 | 11.48 | 5.04 |
Data as of 06/06/2011, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAATX (Columbia Asset Allocation Z ) |
-9.53%
Mar 2000 – Mar 2003 |
-2.44%
Feb 2004 – Feb 2009 |
-0.78%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAATX (Columbia Asset Allocation Z ) |
17.19%
Jul 1996 – Jul 1999 |
12.07%
Sep 2002 – Sep 2007 |
6.63%
Aug 1996 – Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart