Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPFYX (Columbia Retirement Plus 2040 Z) | NA | -0.98% | 10.95% | -2.75% | NA | NA | NA | … | … |
Data as of 06/05/2012, Common starting date is 10/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPFYX (Columbia Retirement Plus 2040 Z) | 10/27/2006 | 06/05/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.98 | 10.95 | -2.75 | NA | NA | NA | … | … | 4.17 | -1.58 | 13.22 | 20.65 | -35.61 | 6.00 | 4.11 |
| Sharpe Ratio | NA | -0.11 | 0.65 | -0.15 | NA | NA | NA | … | … | 1.03 | -0.08 | 0.78 | 0.96 | -1.11 | 0.18 | 1.18 |
| Standard Deviation(%) | NA | 19.41 | 16.68 | 22.29 | NA | NA | NA | … | … | 9.78 | 19.88 | 16.84 | 21.42 | 32.72 | 16.72 | 19.76 |
| Draw Down(%) | NA | 18.47 | 18.74 | 52.60 | NA | NA | NA | … | … | 8.14 | 18.74 | 14.11 | 23.84 | 45.16 | 11.21 | 5.75 |
| Yield(%) | 0.00 | 1.87 | 2.70 | 3.06 | 2.03 | 1.35 | 1.01 | … | … | 0.00 | 1.92 | 1.91 | 3.42 | 1.57 | 10.35 | 3.31 |
Data as of 06/05/2012, Common starting date is 10/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPFYX (Columbia Retirement Plus 2040 Z) |
-10.70%
Jun 2007 – Jun 2010 |
-2.70%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPFYX (Columbia Retirement Plus 2040 Z) |
20.69%
Feb 2009 – Feb 2012 |
0.04%
Feb 2007 – Feb 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart