Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NLFAX (Columbia LifeGoal Income A) | NA | 4.26% | 5.11% | 5.03% | NA | NA | NA | … | … |
Data as of 04/26/2013, Common starting date is 11/25/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NLFAX (Columbia LifeGoal Income A) | 11/25/2003 | 04/26/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.47 | 4.26 | 5.11 | 5.03 | NA | NA | NA | … | … | 0.48 | 6.64 | 4.78 | 7.55 | 17.30 | -10.27 | 3.67 | 6.16 | -2.54 | 0.10 | 0.39 |
| Sharpe Ratio | NA | 3.07 | 1.93 | 1.36 | NA | NA | NA | … | … | 0.91 | 5.02 | 1.62 | 2.28 | 4.94 | -1.99 | 0.32 | 1.79 | -2.74 | -0.34 | 1.29 |
| Standard Deviation(%) | NA | 1.37 | 2.62 | 3.59 | NA | NA | NA | … | … | 1.61 | 1.32 | 2.94 | 3.27 | 3.48 | 5.60 | 2.03 | 1.61 | 1.72 | 2.46 | 2.77 |
| Draw Down(%) | NA | 0.85 | 2.87 | 15.23 | NA | NA | NA | … | … | 0.84 | 0.85 | 2.87 | 2.40 | 4.16 | 15.23 | 1.28 | 0.80 | 2.83 | 3.37 | 0.58 |
| Yield(%) | 0.00 | 3.08 | 2.93 | 3.38 | 2.61 | 1.74 | 1.30 | … | … | 0.48 | 3.29 | 2.86 | 2.81 | 4.30 | 4.39 | 4.49 | 4.31 | 0.00 | 0.00 | 0.00 |
Data as of 04/26/2013, Common starting date is 11/25/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NLFAX (Columbia LifeGoal Income A) |
-1.30%
Nov 2005 – Nov 2008 |
-1.07%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NLFAX (Columbia LifeGoal Income A) |
11.00%
Feb 2009 – Feb 2012 |
5.26%
Mar 2008 – Mar 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart