Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NLIBX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO CLASS B) | NA | 5.47% | 3.29% | 4.61% | 4.41% | 5.29% | NA | … | … |
Data as of 08/04/2017, Common starting date is 09/24/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NLIBX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE 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 (%) | -0.19 | 5.47 | 3.29 | 4.61 | 4.41 | 5.29 | NA | … | … | 5.65 | 4.13 | -1.15 | 4.45 | 7.70 | 9.54 | 2.22 | 10.54 | 22.26 | -19.20 | 5.39 | 8.22 | 3.32 | 5.64 | 14.09 | -4.38 | 1.56 | 3.96 | 3.27 | 7.25 | -0.73 |
| Sharpe Ratio | NA | 1.39 | 0.64 | 0.98 | 0.60 | NA | NA | … | … | 2.95 | 0.75 | -0.22 | 1.03 | 1.63 | 2.44 | 0.29 | 1.53 | 2.59 | -1.57 | 0.45 | 1.20 | 0.31 | 1.13 | 2.68 | -0.93 | -0.07 | -0.02 | 0.01 | 0.72 | -1.20 |
| Standard Deviation(%) | NA | 3.64 | 4.88 | 4.63 | 6.92 | NA | NA | … | … | 3.12 | 5.19 | 5.42 | 4.29 | 4.72 | 3.91 | 7.64 | 6.84 | 8.55 | 12.76 | 5.33 | 4.14 | 3.64 | 4.14 | 5.00 | 5.90 | 10.65 | 4.49 | 4.92 | 5.44 | 5.09 |
| Draw Down(%) | NA | 2.55 | 8.65 | 8.65 | 27.42 | NA | NA | … | … | 1.44 | 4.55 | 6.49 | 3.53 | 4.96 | 3.12 | 7.41 | 5.57 | 9.09 | 26.05 | 3.61 | 3.57 | 2.88 | 4.39 | 3.65 | 9.39 | 7.42 | 2.32 | 2.92 | 5.83 | 3.41 |
| Yield(%) | 0.00 | 0.98 | 3.58 | 4.95 | 4.13 | 4.77 | 4.14 | … | … | 0.48 | 2.80 | 4.31 | 8.82 | 5.07 | 4.77 | 1.73 | 1.90 | 3.06 | 6.01 | 5.67 | 4.87 | 8.52 | 2.81 | 2.15 | 2.28 | 3.21 | 5.05 | 3.50 | 2.69 | 2.10 |
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 |
|---|---|---|---|---|
| NLIBX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO CLASS B) |
-4.73%
Feb 2006 – Feb 2009 |
-1.21%
Feb 2004 – Feb 2009 |
1.37%
Feb 1999 – Feb 2009 |
4.02%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NLIBX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO CLASS B) |
14.87%
Feb 2009 – Feb 2012 |
11.57%
Feb 2009 – Feb 2014 |
6.01%
Mar 2003 – Mar 2013 |
5.19%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart