Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPOYX (Columbia Retirement Plus 2035 Z) | NA | 10.53% | 9.16% | -0.85% | NA | NA | NA | … | … |
Data as of 08/27/2012, Common starting date is 10/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPOYX (Columbia Retirement Plus 2035 Z) | 10/27/2006 | 08/27/2012 |
| 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 (%) | -0.23 | 10.53 | 9.16 | -0.85 | NA | NA | NA | … | … | 8.96 | -1.33 | 13.11 | 20.66 | -35.75 | 6.14 | 4.10 |
| Sharpe Ratio | NA | 0.86 | 0.57 | -0.06 | NA | NA | NA | … | … | 1.35 | -0.07 | 0.78 | 0.95 | -1.11 | 0.18 | 1.17 |
| Standard Deviation(%) | NA | 15.14 | 16.08 | 21.96 | NA | NA | NA | … | … | 10.35 | 18.85 | 16.79 | 21.65 | 32.84 | 16.76 | 19.67 |
| Draw Down(%) | NA | 9.43 | 18.05 | 52.75 | NA | NA | NA | … | … | 8.12 | 18.05 | 14.09 | 23.91 | 45.31 | 11.18 | 5.81 |
| Yield(%) | 0.00 | 3.76 | 3.19 | 3.06 | 1.93 | 1.29 | 0.97 | … | … | 1.00 | 2.66 | 1.98 | 3.61 | 0.18 | 9.09 | 3.20 |
Data as of 08/27/2012, 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 |
|---|---|---|---|---|
| RPOYX (Columbia Retirement Plus 2035 Z) |
-10.79%
Jun 2007 – Jun 2010 |
-2.69%
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 |
|---|---|---|---|---|
| RPOYX (Columbia Retirement Plus 2035 Z) |
20.70%
Feb 2009 – Feb 2012 |
-0.03%
Feb 2007 – Feb 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart