Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RSNFX (Columbia Retirement Plus 2020 Z) | NA | 9.84% | 9.09% | -0.32% | 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 |
|---|---|---|
| RSNFX (Columbia Retirement Plus 2020 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 | 9.84 | 9.09 | -0.32 | NA | NA | NA | … | … | 8.18 | 0.10 | 12.38 | 20.85 | -34.19 | 0.16 |
| Sharpe Ratio | NA | 0.98 | 0.66 | -0.04 | NA | NA | NA | … | … | 1.59 | 0.00 | 0.80 | 1.02 | -1.14 | -0.15 |
| Standard Deviation(%) | NA | 11.74 | 13.62 | 19.98 | NA | NA | NA | … | … | 7.99 | 14.87 | 15.39 | 20.37 | 30.69 | 17.54 |
| Draw Down(%) | NA | 7.51 | 14.54 | 50.62 | NA | NA | NA | … | … | 5.95 | 14.54 | 13.01 | 22.65 | 43.58 | 10.51 |
| Yield(%) | 0.00 | 3.79 | 3.31 | 3.36 | 1.66 | 1.10 | 0.83 | … | … | 0.95 | 2.78 | 2.28 | 3.66 | 1.08 | 8.97 |
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 |
|---|---|---|---|---|
| RSNFX (Columbia Retirement Plus 2020 Z) |
-9.62%
Jun 2007 – Jun 2010 |
-1.93%
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 |
|---|---|---|---|---|
| RSNFX (Columbia Retirement Plus 2020 Z) |
20.07%
Feb 2009 – Feb 2012 |
-0.32%
Jul 2007 – Jul 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart