Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABBDX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO CLASS B) | NA | 2.59% | 2.08% | 2.97% | 3.33% | NA | NA | … | … |
Data as of 08/04/2017, Common starting date is 03/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABBDX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO CLASS B) | 03/22/2004 | 08/04/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 2.59 | 2.08 | 2.97 | 3.33 | NA | NA | … | … | 3.59 | 3.72 | -1.73 | 3.85 | 3.40 | 8.08 | 1.78 | 7.79 | 15.04 | -12.68 | 5.40 | 5.62 | 2.14 | 3.53 |
| Sharpe Ratio | NA | 0.76 | 0.59 | 0.92 | 0.70 | NA | NA | … | … | 2.23 | 1.02 | -0.50 | 1.44 | 0.97 | 3.03 | 0.38 | 1.56 | 2.39 | -1.95 | 0.66 | 0.72 | -0.01 | 1.03 |
| Standard Deviation(%) | NA | 2.86 | 3.24 | 3.14 | 4.41 | NA | NA | … | … | 2.52 | 3.43 | 3.51 | 2.66 | 3.48 | 2.67 | 4.57 | 4.94 | 6.25 | 6.95 | 3.62 | 3.23 | 2.96 | 3.38 |
| Draw Down(%) | NA | 2.56 | 6.61 | 6.61 | 17.68 | NA | NA | … | … | 1.01 | 2.62 | 4.98 | 2.18 | 4.28 | 1.81 | 4.92 | 3.76 | 5.75 | 17.14 | 2.07 | 2.39 | 2.04 | 3.28 |
| Yield(%) | 0.00 | 0.96 | 2.64 | 3.93 | 3.62 | 3.13 | 2.35 | … | … | 0.52 | 1.72 | 2.98 | 6.75 | 5.24 | 3.78 | 4.17 | 1.69 | 1.99 | 2.57 | 7.05 | 4.26 | 2.53 | 0.82 |
Data as of 08/04/2017, Common starting date is 03/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABBDX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO CLASS B) |
-2.53%
Feb 2006 – Feb 2009 |
1.16%
Apr 2004 – Apr 2009 |
3.16%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABBDX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO CLASS B) |
10.73%
Feb 2009 – Feb 2012 |
8.23%
Feb 2009 – Feb 2014 |
4.24%
May 2004 – May 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart