Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NIICX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CON) | 3.13% | 12.04% | 9.26% | 0.94% | 3.16% | 3.63% | 3.92% | … | … |
Data as of 06/08/2026, Common starting date is 12/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NIICX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CON) | 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 (%) | -1.63 | 12.04 | 9.26 | 0.94 | 3.16 | 3.63 | 3.92 | … | … | 3.13 | 12.00 | 6.97 | 11.26 | -19.92 | -0.51 | 5.48 | 13.17 | -5.31 | 9.49 | 4.14 | -1.16 | 4.46 | 7.63 | 9.61 | 2.24 | 10.50 | 22.27 | -19.20 | 5.41 | 8.15 | 3.32 | 5.67 | 14.11 | -4.42 | 1.63 | 4.70 | 3.71 | 7.21 | 7.44 | 0.18 |
| Sharpe Ratio | NA | 1.43 | 0.86 | -0.19 | 0.20 | NA | NA | … | … | 0.57 | 1.26 | 0.54 | 1.10 | -1.83 | -0.08 | 0.42 | 2.79 | -1.14 | 3.18 | 0.75 | -0.22 | 1.04 | 1.64 | 2.45 | 0.29 | 1.53 | 2.59 | -1.58 | 0.42 | 1.19 | 0.28 | 1.12 | 2.72 | -0.96 | -0.08 | 0.11 | 0.07 | 0.70 | 1.10 | 1.46 |
| Standard Deviation(%) | NA | 6.67 | 7.02 | 8.23 | 7.65 | NA | NA | … | … | 8.23 | 7.24 | 6.17 | 6.94 | 11.71 | 6.87 | 12.54 | 4.19 | 5.91 | 2.79 | 5.20 | 5.40 | 4.29 | 4.62 | 3.93 | 7.65 | 6.81 | 8.58 | 12.70 | 5.35 | 4.00 | 3.74 | 4.20 | 4.93 | 5.82 | 10.68 | 4.46 | 5.28 | 5.37 | 3.41 | 2.61 |
| Draw Down(%) | NA | 5.63 | 6.93 | 27.20 | 27.20 | NA | NA | … | … | 5.63 | 6.35 | 3.46 | 6.76 | 23.33 | 5.48 | 16.39 | 1.89 | 9.73 | 1.36 | 4.59 | 6.35 | 3.56 | 4.99 | 3.05 | 7.46 | 5.50 | 9.15 | 26.09 | 3.63 | 3.59 | 2.90 | 4.41 | 3.67 | 9.27 | 7.38 | 2.32 | 2.96 | 5.83 | 3.03 | 0.20 |
| Yield(%) | 0.00 | 2.83 | 2.99 | 1.92 | 2.73 | 3.46 | 3.69 | … | … | 0.00 | 3.31 | 2.34 | 3.46 | 0.90 | 1.78 | 1.43 | 3.83 | 5.74 | 3.08 | 2.83 | 4.34 | 8.88 | 5.08 | 4.80 | 1.74 | 1.92 | 3.08 | 6.05 | 5.71 | 4.90 | 8.56 | 2.82 | 2.22 | 2.26 | 3.19 | 6.03 | 4.30 | 2.38 | 4.48 | 2.62 |
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 |
|---|---|---|---|---|
| NIICX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CON) |
-5.77%
Sep 2019 – Sep 2022 |
-2.33%
Sep 2017 – Sep 2022 |
0.82%
Oct 2013 – Oct 2023 |
2.00%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIICX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CON) |
14.89%
Feb 2009 – Feb 2012 |
11.57%
Feb 2009 – Feb 2014 |
7.15%
Feb 2009 – Feb 2019 |
5.55%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart