Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NLGAX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CON) | 4.09% | 13.10% | 10.18% | 1.82% | 4.14% | 4.52% | 4.78% | … | … |
Data as of 06/11/2026, Common starting date is 12/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NLGAX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CON) | 12/20/1996 | 06/11/2026 |
| 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 (%) | -0.80 | 13.10 | 10.18 | 1.82 | 4.14 | 4.52 | 4.78 | … | … | 4.09 | 12.82 | 7.85 | 12.00 | -19.22 | 0.33 | 6.40 | 14.02 | -4.61 | 10.27 | 4.97 | -0.40 | 5.20 | 8.46 | 10.43 | 3.00 | 11.43 | 23.09 | -18.58 | 6.15 | 9.09 | 4.16 | 6.38 | 14.95 | -3.77 | 2.39 | 5.62 | 4.26 | 8.04 | 7.78 | 0.25 |
| Sharpe Ratio | NA | 1.52 | 0.97 | -0.10 | 0.31 | NA | NA | … | … | 0.63 | 1.38 | 0.69 | 1.22 | -1.78 | 0.05 | 0.49 | 3.05 | -1.03 | 3.34 | 0.92 | -0.08 | 1.20 | 1.82 | 2.68 | 0.39 | 1.67 | 2.70 | -1.53 | 0.58 | 1.42 | 0.52 | 1.28 | 2.89 | -0.84 | -0.01 | 0.31 | 0.16 | 0.83 | 1.18 | 2.69 |
| Standard Deviation(%) | NA | 6.71 | 7.02 | 8.19 | 7.61 | NA | NA | … | … | 8.28 | 7.23 | 6.15 | 6.89 | 11.65 | 6.78 | 12.50 | 4.11 | 5.83 | 2.89 | 5.17 | 5.46 | 4.32 | 4.62 | 3.90 | 7.60 | 6.78 | 8.52 | 12.74 | 5.21 | 4.00 | 3.69 | 4.21 | 4.93 | 5.87 | 10.56 | 4.45 | 5.44 | 5.53 | 3.46 | 2.59 |
| Draw Down(%) | NA | 5.79 | 6.63 | 26.31 | 26.31 | NA | NA | … | … | 5.79 | 6.34 | 3.40 | 6.57 | 22.83 | 5.02 | 16.31 | 1.86 | 9.16 | 1.33 | 4.44 | 6.18 | 3.42 | 4.93 | 3.10 | 7.29 | 5.36 | 9.06 | 25.60 | 3.60 | 3.46 | 2.78 | 4.22 | 3.55 | 9.04 | 7.01 | 2.23 | 2.76 | 5.73 | 3.02 | 0.20 |
| Yield(%) | 0.00 | 3.35 | 3.66 | 2.49 | 3.45 | 4.18 | 4.41 | … | … | 0.00 | 4.04 | 3.08 | 4.18 | 1.55 | 2.52 | 2.16 | 4.57 | 6.39 | 3.82 | 3.56 | 5.03 | 9.54 | 5.81 | 5.55 | 2.48 | 2.67 | 3.88 | 6.67 | 6.42 | 5.62 | 9.24 | 3.52 | 2.87 | 2.79 | 3.91 | 6.72 | 4.65 | 3.28 | 4.71 | 2.60 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| NLGAX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CON) |
-4.99%
Sep 2019 – Sep 2022 |
-1.55%
Sep 2017 – Sep 2022 |
1.60%
Oct 2013 – Oct 2023 |
2.79%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NLGAX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CON) |
15.78%
Feb 2009 – Feb 2012 |
12.42%
Feb 2009 – Feb 2014 |
7.98%
Feb 2009 – Feb 2019 |
6.35%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart