Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NLBBX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO CLASS B) | NA | 9.66% | 5.23% | 7.66% | 5.29% | 7.08% | NA | … | … |
Data as of 08/04/2017, Common starting date is 09/24/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NLBBX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO CLASS B) | 09/24/1997 | 08/04/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.43 | 9.66 | 5.23 | 7.66 | 5.29 | 7.08 | NA | … | … | 8.44 | 5.45 | -0.51 | 4.77 | 16.68 | 11.58 | -1.73 | 15.05 | 29.43 | -28.89 | 7.10 | 11.40 | 4.99 | 9.41 | 23.16 | -11.10 | -3.83 | 6.14 | 10.50 | 7.64 | -4.84 |
| Sharpe Ratio | NA | 1.43 | 0.56 | 0.89 | 0.38 | NA | NA | … | … | 2.36 | 0.55 | -0.05 | 0.59 | 2.09 | 1.39 | -0.11 | 1.19 | 1.71 | -1.22 | 0.41 | 1.18 | 0.44 | 1.20 | 2.29 | -0.82 | -0.69 | 0.20 | 0.84 | 0.38 | -1.65 |
| Standard Deviation(%) | NA | 6.46 | 8.99 | 8.49 | 13.31 | NA | NA | … | … | 5.99 | 9.44 | 10.01 | 8.01 | 7.97 | 8.37 | 15.39 | 12.57 | 17.13 | 24.32 | 9.96 | 6.88 | 6.37 | 7.04 | 9.81 | 14.83 | 9.08 | 10.71 | 8.61 | 11.32 | 12.30 |
| Draw Down(%) | NA | 3.94 | 13.47 | 13.47 | 41.35 | NA | NA | … | … | 2.58 | 8.76 | 9.62 | 6.01 | 6.37 | 7.47 | 15.40 | 10.00 | 16.79 | 38.65 | 6.87 | 6.21 | 4.99 | 6.37 | 7.83 | 19.60 | 14.37 | 5.98 | 5.71 | 16.15 | 8.98 |
| Yield(%) | 0.00 | 4.77 | 6.23 | 6.51 | 4.86 | 6.12 | 4.78 | … | … | 2.62 | 4.64 | 6.78 | 10.62 | 2.81 | 3.88 | 0.97 | 1.71 | 2.05 | 10.37 | 6.11 | 4.62 | 7.17 | 2.33 | 1.27 | 1.48 | 3.34 | 10.86 | 2.71 | 1.55 | 3.93 |
Data as of 08/04/2017, Common starting date is 09/24/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NLBBX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO CLASS B) |
-9.36%
Feb 2006 – Feb 2009 |
-3.05%
Feb 2004 – Feb 2009 |
1.04%
Feb 1999 – Feb 2009 |
4.46%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NLBBX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO CLASS B) |
20.32%
Feb 2009 – Feb 2012 |
16.34%
Feb 2009 – Feb 2014 |
7.71%
Mar 2003 – Mar 2013 |
6.98%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart