Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBICX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRE) | 6.24% | 18.94% | 14.21% | 2.77% | 5.90% | 5.94% | 5.67% | … | … |
Data as of 06/08/2026, Common starting date is 12/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBICX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRE) | 12/20/1996 | 06/08/2026 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.47 | 18.94 | 14.21 | 2.77 | 5.90 | 5.94 | 5.67 | … | … | 6.24 | 16.10 | 12.14 | 16.67 | -22.37 | -0.57 | 7.33 | 20.35 | -8.53 | 17.62 | 5.45 | -0.42 | 4.70 | 16.71 | 11.62 | -1.71 | 14.39 | 29.60 | -28.98 | 7.19 | 11.37 | 4.95 | 9.42 | 23.25 | -11.06 | -3.95 | 6.14 | 12.12 | 8.26 | 5.73 | 0.18 |
| Sharpe Ratio | NA | 1.78 | 1.06 | 0.02 | 0.34 | NA | NA | … | … | 1.07 | 1.10 | 0.94 | 1.44 | -1.35 | -0.05 | 0.31 | 2.27 | -0.89 | 3.63 | 0.56 | -0.04 | 0.59 | 2.11 | 1.39 | -0.11 | 1.13 | 1.74 | -1.23 | 0.41 | 1.17 | 0.43 | 1.20 | 2.26 | -0.99 | -0.72 | 0.14 | 1.05 | 0.43 | 0.26 | 1.08 |
| Standard Deviation(%) | NA | 9.38 | 10.40 | 12.57 | 12.72 | NA | NA | … | … | 11.31 | 12.04 | 9.08 | 9.14 | 17.68 | 12.54 | 22.87 | 8.32 | 11.14 | 4.69 | 9.42 | 10.00 | 7.99 | 7.89 | 8.38 | 15.40 | 12.68 | 17.00 | 24.28 | 9.88 | 6.86 | 6.32 | 7.00 | 9.99 | 12.31 | 9.07 | 13.62 | 8.29 | 11.28 | 7.96 | 3.39 |
| Draw Down(%) | NA | 7.04 | 12.47 | 33.75 | 33.75 | NA | NA | … | … | 7.04 | 12.47 | 6.20 | 8.31 | 27.47 | 9.66 | 26.81 | 4.69 | 16.46 | 1.37 | 8.78 | 9.62 | 6.07 | 6.36 | 7.46 | 15.38 | 10.42 | 16.83 | 38.61 | 6.80 | 6.23 | 5.03 | 6.40 | 7.86 | 19.56 | 14.46 | 7.25 | 5.66 | 16.02 | 9.07 | 0.29 |
| Yield(%) | 0.00 | 7.36 | 6.16 | 3.28 | 4.69 | 5.07 | 4.95 | … | … | 0.00 | 7.67 | 6.14 | 4.15 | 0.50 | 2.43 | 0.84 | 7.44 | 7.57 | 7.21 | 4.56 | 6.67 | 10.47 | 2.77 | 3.83 | 0.95 | 1.17 | 2.03 | 10.26 | 6.05 | 4.57 | 7.11 | 2.30 | 1.32 | 1.42 | 3.25 | 10.74 | 4.36 | 1.31 | 5.65 | 1.54 |
Data as of 06/08/2026, Common starting date is 12/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBICX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRE) |
-9.38%
Feb 2006 – Feb 2009 |
-3.07%
Feb 2004 – Feb 2009 |
1.18%
Feb 1999 – Feb 2009 |
2.67%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBICX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRE) |
20.16%
Feb 2009 – Feb 2012 |
16.24%
Feb 2009 – Feb 2014 |
10.44%
Feb 2009 – Feb 2019 |
7.81%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart