Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBASX (Columbia Asset Allocation II B) | NA | 15.81% | 1.78% | 2.53% | 1.81% | NA | NA | … | … |
Data as of 06/06/2011, Common starting date is 09/15/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBASX (Columbia Asset Allocation II B) | 09/15/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.81 | 1.78 | 2.53 | 1.81 | NA | NA | … | … | 2.97 | 11.65 | 21.37 | -27.83 | 1.65 | 10.96 | 3.63 | 7.50 | 18.56 | -15.78 | -7.24 | -1.54 | 7.05 |
| Sharpe Ratio | NA | 1.47 | 0.09 | 0.09 | 0.04 | NA | NA | … | … | 0.62 | 1.12 | 1.29 | -1.17 | -0.14 | 1.12 | 0.21 | 0.88 | 1.69 | -1.25 | -0.77 | -0.39 | 2.08 |
| Standard Deviation(%) | NA | 10.15 | 18.06 | 15.28 | 12.88 | NA | NA | … | … | 11.37 | 10.34 | 16.55 | 24.54 | 9.81 | 6.87 | 7.10 | 7.41 | 10.60 | 13.51 | 12.55 | 14.35 | 10.73 |
| Draw Down(%) | NA | 4.75 | 36.24 | 41.62 | 41.62 | NA | NA | … | … | 4.24 | 8.63 | 17.53 | 36.83 | 7.04 | 5.12 | 4.84 | 5.72 | 8.86 | 20.11 | 18.24 | 9.88 | 4.83 |
| Yield(%) | 0.00 | 7.82 | 3.17 | 2.53 | 1.68 | 1.75 | 1.31 | … | … | 0.00 | 7.88 | 1.79 | 1.26 | 1.33 | 1.15 | 0.62 | 0.75 | 0.88 | 0.92 | 1.35 | 6.44 | 3.79 |
Data as of 06/06/2011, Common starting date is 09/15/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBASX (Columbia Asset Allocation II B) |
-10.89%
Feb 2006 – Feb 2009 |
-4.85%
Feb 2004 – Feb 2009 |
-0.52%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBASX (Columbia Asset Allocation II B) |
11.37%
Mar 2003 – Mar 2006 |
9.20%
Sep 2002 – Sep 2007 |
2.46%
Mar 2001 – Mar 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart