Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSMEX (Columbia Retirement Plus 2025 Z) | NA | 9.87% | 9.21% | -0.82% | 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 |
|---|---|---|
| RSMEX (Columbia Retirement Plus 2025 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 (%) | -0.11 | 9.87 | 9.21 | -0.82 | NA | NA | NA | … | … | 8.12 | -0.29 | 12.97 | 20.50 | -35.66 | -0.07 |
| Sharpe Ratio | NA | 0.91 | 0.61 | -0.06 | NA | NA | NA | … | … | 1.43 | -0.02 | 0.77 | 0.94 | -1.11 | -0.16 |
| Standard Deviation(%) | NA | 12.98 | 15.04 | 21.63 | NA | NA | NA | … | … | 8.82 | 16.44 | 16.84 | 21.66 | 32.77 | 18.66 |
| Draw Down(%) | NA | 8.21 | 16.20 | 52.65 | NA | NA | NA | … | … | 6.44 | 16.20 | 14.18 | 23.85 | 45.28 | 11.22 |
| Yield(%) | 0.00 | 4.51 | 3.48 | 3.11 | 1.53 | 1.02 | 0.76 | … | … | 1.48 | 2.95 | 2.22 | 3.31 | 0.00 | 8.36 |
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 |
|---|---|---|---|---|
| RSMEX (Columbia Retirement Plus 2025 Z) |
-10.77%
Jun 2007 – Jun 2010 |
-2.47%
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 |
|---|---|---|---|---|
| RSMEX (Columbia Retirement Plus 2025 Z) |
20.65%
Feb 2009 – Feb 2012 |
-0.77%
Jul 2007 – Jul 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart