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 Strategic Asset Allocation – Optimal Moderate | NA | -0.67% | 0.14% | 0.90% | 4.51% | 4.66% | NA | … | … |
Data as of 05/29/2020, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Columbia Complete No Load Mutual Funds Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 08/28/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.88 | -0.67 | 0.14 | 0.90 | 4.51 | 4.66 | NA | … | … | 3.10 | 17.20 | -12.16 | 11.05 | 3.82 | -3.38 | 0.41 | 12.40 | 11.94 | -1.82 | 15.99 | 23.84 | -25.64 | 10.07 | 15.56 | 9.39 | 17.92 | 28.48 | -6.52 | 3.65 |
| Sharpe Ratio | NA | 0.35 | 0.14 | 0.32 | 0.49 | NA | NA | … | … | 0.13 | 2.30 | -1.48 | 2.39 | 0.62 | -0.47 | 0.07 | 1.89 | 1.67 | -0.12 | 1.29 | 1.21 | -1.15 | 0.65 | 1.50 | 1.18 | 2.20 | 3.84 | -0.76 | 0.17 |
| Standard Deviation(%) | NA | 18.21 | 12.35 | 10.17 | 9.66 | NA | NA | … | … | 22.06 | 6.85 | 9.13 | 4.36 | 5.84 | 7.17 | 5.62 | 6.55 | 7.10 | 14.89 | 12.37 | 19.55 | 23.13 | 10.83 | 8.19 | 6.09 | 7.71 | 7.24 | 10.02 | 8.12 |
| Draw Down(%) | NA | 25.75 | 25.75 | 25.75 | 25.75 | NA | NA | … | … | 25.75 | 3.05 | 17.75 | 2.39 | 4.39 | 8.26 | 3.97 | 6.50 | 5.72 | 16.07 | 9.43 | 17.65 | 36.74 | 7.27 | 9.85 | 5.04 | 8.36 | 6.57 | 15.00 | 10.92 |
| Yield(%) | NA | 1.75 | 2.39 | 3.35 | 3.84 | NA | NA | … | … | 0.57 | 2.54 | 4.25 | 0.37 | 3.91 | 5.96 | 4.52 | 4.29 | 5.48 | 3.63 | 4.76 | 2.62 | 4.52 | 9.96 | 6.81 | 6.46 | 5.64 | 3.10 | 1.97 | 4.80 |
Data as of 05/29/2020, 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 Strategic Asset Allocation – Optimal Moderate |
-7.39%
Feb 2006 – Feb 2009 |
-1.00%
Mar 2015 – Mar 2020 |
2.90%
Mar 2010 – Mar 2020 |
3.98%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Columbia Complete No Load Mutual Funds Strategic Asset Allocation – Optimal Moderate |
21.67%
Mar 2003 – Mar 2006 |
17.59%
Oct 2002 – Oct 2007 |
10.16%
Mar 2003 – Mar 2013 |
8.11%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart