Find A Portfolio/Ticker
Comparison Box
AXBAX: COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CL (MUTUAL FUND)
Basic Info 15.12 0.45(2.89%) June 05
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: | (58%) |
| Start Date: | 06/07/2004 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 10.23% |
| Expenses | 1.01% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.7 | 7.8 | 24.2 | 17.6 | 5.0 | 8.2 | 7.9 | 6.8 | 7.1 | 19.1 | 15.5 | 19.9 | -23.8 | 4.9 | 8.3 | 23.9 | -9.3 | 22.3 | 6.3 | 0.3 | 5.7 | 22.5 | 14.5 | -3.0 | 15.9 | 29.8 | -35.6 | 7.5 | 14.7 | 7.7 | 9.2 |
| Sharpe Ratio | NA | 1.24 | 1.93 | 1.16 | 0.17 | 0.43 | NA | NA | 0.38 | 1.12 | 1.1 | 1.56 | -1.21 | 0.37 | 0.28 | 2.15 | -0.78 | 3.78 | 0.53 | 0.03 | 0.59 | 2.37 | 1.31 | -0.16 | 0.96 | 1.33 | -1.2 | 0.33 | 1.23 | 0.67 | 1.96 |
| Draw Down(%) | NA | 8.0 | 8.0 | 15.1 | 33.8 | 33.8 | NA | NA | 50.9 | 15.1 | 7.9 | 8.9 | 29.4 | 7.7 | 31.3 | 6.0 | 18.9 | 1.5 | 10.5 | 11.0 | 7.3 | 6.7 | 9.9 | 18.3 | 13.4 | 21.6 | 45.0 | 9.2 | 9.4 | 5.6 | 6.0 |
| Standard Deviation(%) | NA | 13.5 | 11.1 | 12.4 | 14.6 | 15.2 | NA | NA | 15.5 | 14.6 | 10.8 | 10.5 | 21.0 | 13.2 | 28.3 | 10.4 | 13.7 | 5.8 | 11.4 | 12.2 | 9.7 | 9.5 | 11.1 | 19.2 | 16.5 | 22.4 | 30.4 | 13.2 | 9.2 | 8.1 | 7.9 |
| Treynor Ratio | NA | 0.12 | 0.16 | 0.12 | 0.02 | 0.05 | NA | NA | 0.04 | 0.13 | 0.1 | 0.15 | -0.21 | 0.04 | 0.06 | 0.16 | -0.08 | 0.16 | 0.04 | 0.0 | 0.04 | 0.17 | 0.1 | -0.02 | 0.1 | 0.22 | -0.28 | 0.03 | 0.09 | 0.05 | 0.13 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | -0.01 | -0.01 | NA | NA | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | -0.04 | -0.04 | -0.02 | -0.02 | 0.01 | -0.02 | 0.0 | -0.03 | -0.01 | -0.01 | -0.03 | -0.01 | 0.01 | -0.04 | 0.0 | 0.0 | 0.01 | 0.0 |
| Beta | NA | 1.39 | 1.32 | 1.23 | 1.23 | 1.29 | NA | NA | 1.32 | 1.24 | 1.23 | 1.12 | 1.24 | 1.21 | 1.34 | 1.44 | 1.37 | 1.35 | 1.42 | 1.31 | 1.42 | 1.35 | 1.48 | 1.34 | 1.54 | 1.33 | 1.28 | 1.39 | 1.31 | 1.19 | 1.18 |
| RSquared | NA | 0.96 | 0.93 | 0.94 | 0.87 | 0.91 | NA | NA | 0.93 | 0.95 | 0.93 | 0.93 | 0.9 | 0.58 | 0.96 | 0.96 | 0.96 | 0.88 | 0.94 | 0.87 | 0.94 | 0.95 | 0.95 | 0.91 | 0.97 | 0.97 | 0.97 | 0.93 | 0.89 | 0.92 | 0.93 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.6 | 5.8 | 6.2 | 0.8 | 2.7 | 1.4 | 8.7 | 8.7 | 8.4 | 5.1 | 8.2 | 9.6 | 2.1 | 1.6 | 1.4 | 1.8 | 2.2 | 1.4 | 14.8 | 7.2 | 3.4 | 1.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 102.2 | 5.6 | 450.4 | -67.5 | 95.7 | -80.8 | -18.9 | 17.8 | 71.2 | -43.8 | -17.2 | 429.0 | 46.9 | 12.5 | -13.3 | 5.7 | 0.6 | -91.3 | 116.5 | 129.2 | 210.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2004
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Aggressive Allocation Asset Class Trend Rankings |
Top Rated Funds in Aggressive Allocation
Best Mutual Funds
- RPFCX (DAVIS APPRECIATION & INCOME FUND CLASS A) (97%)
- NOIEX (NORTHERN INCOME EQUITY FUND NORTHERN INCOME EQUITY FUND) (96%)
- AAAIX (STRATEGIC ALLOCATION: AGGRESSIVE FUND I CLASS) (95%)
- TWSAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND INVESTOR CLASS) (94%)
- AOGIX (ONE CHOICE PORTFOLIO: AGGRESSIVE INVESTOR CLASS) (94%)
- ICSIX (DYNAMIC U.S. OPPORTUNITY FUND DYNAMIC U.S. OPPORTUNITY FUND CLASS I) (93%)
- EXHAX (PRO-BLEND(R) MAXIMUM TERM SERIES PRO-BLEND(R) MAXIMUM TERM SERIES CLASS S) (93%)
- EKBYX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND INSTITUTIONAL CLASS) (92%)
- MGDIX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS I) (92%)
- GMIAX (NATIONWIDE INVESTOR DESTINATIONS MODERATELY AGGRESSIVE FUND CLASS R6) (91%)
Best ETFs
* Day change on 06/05/2026.Best Closed End Funds
- GLV (Clough Global Allocation Fund) 2.16% (100%)
- GLO (Clough Global Opportunities Fund) 2.64% (99%)
- GCV (Gabelli Convertible and Income Securities Mutual Fund) 1.91% (99%)
- SCD (LMP Capital And Income Closed Fund) 1.15% (98%)
- NIE (AllianzGI Equity & Convertible Income Closed Fund) 2.62% (98%)
Latest Articles Related to AXBAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
