Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Columbia Complete No Load Mutual Funds Tactical Asset Allocation Moderate | NA | 10.16% | 12.49% | 6.98% | 5.56% | 6.81% | 8.79% | … | … |
Data as of 01/31/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Columbia Complete No Load Mutual Funds Tactical Asset Allocation Moderate | 12/31/2000 | 04/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.00 | 10.16 | 12.49 | 6.98 | 5.56 | 6.81 | 8.79 | … | … | 7.54 | 14.95 | 18.70 | 5.73 | -12.03 | 11.94 | 4.77 | -4.00 | 2.08 | 13.30 | 7.43 | 2.83 | 9.75 | 19.44 | -1.27 | 16.78 | 16.87 | 9.73 | 14.15 | 26.40 | 6.97 | 1.08 |
| Sharpe Ratio | NA | 1.48 | 1.47 | 0.88 | 0.79 | NA | NA | … | … | 0.73 | 1.41 | 1.88 | 0.72 | -1.69 | 2.08 | 0.78 | -0.63 | 0.34 | 1.85 | 1.62 | 0.31 | 0.78 | 1.81 | -0.41 | 1.09 | 1.44 | 1.09 | 1.54 | 4.74 | 0.94 | -0.25 |
| Standard Deviation(%) | NA | 9.71 | 9.50 | 8.48 | 7.41 | NA | NA | … | … | 10.18 | 10.61 | 9.80 | 6.03 | 7.89 | 5.45 | 5.87 | 6.44 | 6.13 | 7.15 | 4.56 | 8.94 | 12.42 | 10.66 | 5.35 | 12.62 | 9.47 | 6.90 | 8.60 | 5.42 | 6.21 | 4.96 |
| Draw Down(%) | NA | 5.01 | 7.69 | 17.10 | 17.10 | NA | NA | … | … | 3.60 | 5.77 | 6.74 | 3.33 | 17.10 | 2.97 | 7.38 | 8.30 | 7.39 | 5.67 | 3.67 | 6.97 | 9.28 | 4.97 | 5.26 | 9.23 | 13.12 | 5.88 | 11.42 | 2.24 | 6.27 | 5.65 |
| Yield(%) | NA | 10.67 | 6.16 | 4.19 | 4.02 | NA | NA | … | … | 0.31 | 11.66 | 5.41 | 2.44 | 1.91 | 0.29 | 4.45 | 4.21 | 3.50 | 2.33 | 5.63 | 3.11 | 6.30 | 4.17 | 7.46 | 12.98 | 10.24 | 6.58 | 6.83 | 4.57 | 3.65 | 5.15 |
Data as of 01/31/2022, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Columbia Complete No Load Mutual Funds Tactical Asset Allocation Moderate |
-0.94%
Oct 2017 – Oct 2020 |
-0.22%
Feb 2015 – Feb 2020 |
2.93%
Apr 2010 – Apr 2020 |
6.09%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Columbia Complete No Load Mutual Funds Tactical Asset Allocation Moderate |
19.35%
Oct 2004 – Oct 2007 |
18.09%
Oct 2002 – Oct 2007 |
12.31%
Apr 2001 – Apr 2011 |
9.93%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart