Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Columbia No Load Mutual Funds Tactical Asset Allocation Moderate | NA | 23.06% | 4.55% | 9.67% | 7.86% | 8.94% | 10.29% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Columbia No Load Mutual Funds Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.38 | 23.06 | 4.55 | 9.67 | 7.86 | 8.94 | 10.29 | … | … | 1.30 | 7.21 | 14.51 | -12.25 | 13.08 | 22.31 | 18.61 | -8.21 | 14.32 | 7.34 | 1.32 | 5.23 | 14.75 | 9.62 | 4.55 | 19.69 | 13.28 | 12.84 | 15.97 | 16.86 | 9.03 | 17.96 | 32.93 | 6.99 | 4.08 |
| Sharpe Ratio | NA | 0.29 | -0.04 | 0.44 | 0.51 | NA | NA | … | … | 0.10 | 0.06 | 1.04 | -1.02 | 1.15 | 1.16 | 2.46 | -0.93 | 2.00 | 0.94 | 0.13 | 0.63 | 1.76 | 1.27 | 0.30 | 1.51 | 1.13 | 1.68 | 1.00 | 1.36 | 0.99 | 1.89 | 5.87 | 0.79 | 0.29 |
| Standard Deviation(%) | NA | 10.08 | 11.25 | 13.22 | 11.06 | NA | NA | … | … | 12.87 | 10.15 | 9.83 | 13.36 | 11.31 | 19.09 | 6.99 | 10.22 | 6.84 | 7.58 | 9.67 | 8.31 | 8.36 | 7.56 | 15.11 | 12.96 | 11.62 | 7.11 | 12.98 | 9.99 | 6.93 | 9.01 | 5.49 | 7.45 | 6.14 |
| Draw Down(%) | NA | 7.82 | 16.06 | 19.89 | 19.89 | NA | NA | … | … | 0.99 | 7.82 | 9.02 | 17.54 | 7.57 | 19.89 | 3.82 | 15.97 | 3.48 | 5.66 | 7.56 | 8.16 | 7.92 | 6.03 | 13.01 | 9.62 | 8.81 | 4.52 | 8.62 | 13.82 | 6.21 | 12.31 | 2.72 | 4.23 | 5.40 |
| Yield(%) | NA | 5.25 | 5.46 | 6.37 | 5.82 | NA | NA | … | … | NA | 1.21 | 6.55 | 3.99 | 7.60 | 7.87 | 6.90 | 7.59 | 1.99 | 5.89 | 6.58 | 5.83 | 4.66 | 6.10 | 4.81 | 6.31 | 4.31 | 4.28 | 14.29 | 11.25 | 7.13 | 7.93 | 4.97 | 4.90 | 4.97 |
Data as of 10/31/2024, 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 No Load Mutual Funds Tactical Asset Allocation Moderate |
2.51%
Dec 2021 – Dec 2024 |
3.70%
Mar 2015 – Mar 2020 |
6.35%
Oct 2013 – Oct 2023 |
8.23%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Columbia No Load Mutual Funds Tactical Asset Allocation Moderate |
21.89%
Apr 2003 – Apr 2006 |
19.37%
Oct 2002 – Oct 2007 |
15.89%
Apr 2001 – Apr 2011 |
12.99%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart