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 Strategic Asset Allocation – Optimal Moderate | NA | 6.52% | 2.98% | 6.27% | 4.71% | 7.35% | NA | … | … |
Data as of 09/30/2016, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Columbia No Load Mutual Funds Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 6.52 | 2.98 | 6.27 | 4.71 | 7.35 | NA | … | … | 2.24 | -1.15 | 2.01 | 10.32 | 11.74 | -3.05 | 16.05 | 23.05 | -24.55 | 10.06 | 15.36 | 9.77 | 17.98 | 29.27 | -6.47 | 3.65 |
| Sharpe Ratio | NA | 0.22 | 0.13 | 0.65 | 0.27 | NA | NA | … | … | 0.27 | -0.14 | 0.29 | 1.44 | 1.63 | -0.21 | 1.28 | 1.19 | -1.14 | 0.65 | 1.48 | 1.25 | 2.21 | 4.21 | -0.82 | 0.17 |
| Standard Deviation(%) | NA | 7.43 | 7.60 | 7.44 | 12.80 | NA | NA | … | … | 7.43 | 8.52 | 6.80 | 7.15 | 7.19 | 14.83 | 12.42 | 19.26 | 22.27 | 10.88 | 8.13 | 6.08 | 7.70 | 6.79 | 9.20 | 8.12 |
| Draw Down(%) | NA | 7.68 | 12.23 | 12.23 | 40.07 | NA | NA | … | … | 7.32 | 8.92 | 6.62 | 7.70 | 5.67 | 16.07 | 9.62 | 17.98 | 35.72 | 7.08 | 9.76 | 4.95 | 8.30 | 6.36 | 14.98 | 10.92 |
| Yield(%) | NA | 2.52 | 5.48 | 5.08 | 5.23 | NA | NA | … | … | 2.54 | 7.88 | 6.08 | 4.01 | 4.85 | 3.77 | 4.89 | 2.51 | 4.32 | 11.22 | 6.79 | 6.54 | 5.61 | 3.09 | 1.94 | 4.80 |
Data as of 09/30/2016, 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 Strategic Asset Allocation – Optimal Moderate |
-7.38%
Feb 2006 – Feb 2009 |
0.59%
Feb 2004 – Feb 2009 |
3.85%
Nov 2006 – Nov 2016 |
6.45%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Columbia No Load Mutual Funds Strategic Asset Allocation – Optimal Moderate |
22.14%
Mar 2003 – Mar 2006 |
17.72%
Oct 2002 – Oct 2007 |
10.20%
Mar 2003 – Mar 2013 |
7.32%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart