Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSFNX (Columbia Retirement Plus 2015 Z) | NA | 9.37% | 8.93% | 0.50% | NA | NA | NA | … | … |
Data as of 08/27/2012, Common starting date is 04/23/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RSFNX (Columbia Retirement Plus 2015 Z) | 04/23/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.37 | 8.93 | 0.50 | NA | NA | NA | … | … | 7.55 | 1.00 | 11.68 | 20.48 | -31.03 | 0.33 |
| Sharpe Ratio | NA | 1.06 | 0.72 | 0.01 | NA | NA | NA | … | … | 1.72 | 0.07 | 0.81 | 1.12 | -1.18 | -0.15 |
| Standard Deviation(%) | NA | 10.22 | 12.32 | 17.75 | NA | NA | NA | … | … | 6.82 | 12.98 | 14.26 | 18.14 | 26.88 | 15.29 |
| Draw Down(%) | NA | 6.69 | 12.73 | 46.34 | NA | NA | NA | … | … | 4.94 | 12.73 | 12.12 | 20.11 | 39.86 | 9.17 |
| Yield(%) | 0.00 | 5.13 | 4.09 | 3.54 | 1.75 | 1.17 | 0.87 | … | … | 1.43 | 3.66 | 2.83 | 4.02 | 0.47 | 8.32 |
Data as of 08/27/2012, Common starting date is 04/23/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RSFNX (Columbia Retirement Plus 2015 Z) |
-7.88%
Jun 2007 – Jun 2010 |
-0.95%
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 |
|---|---|---|---|---|
| RSFNX (Columbia Retirement Plus 2015 Z) |
18.97%
Feb 2009 – Feb 2012 |
0.52%
Jul 2007 – Jul 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart