Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABDAX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLI) | 1.64% | 9.17% | 7.54% | 0.84% | 2.85% | 3.21% | 3.65% | … | … |
Data as of 06/05/2026, Common starting date is 03/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABDAX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLI) | 03/22/2004 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.00 | 9.17 | 7.54 | 0.84 | 2.85 | 3.21 | 3.65 | … | … | 1.64 | 10.52 | 5.31 | 9.39 | -16.72 | -0.91 | 6.75 | 10.70 | -3.49 | 7.95 | 4.47 | -1.07 | 4.63 | 4.27 | 8.82 | 2.57 | 8.62 | 15.86 | -11.91 | 6.17 | 6.39 | 2.35 | 4.09 |
| Sharpe Ratio | NA | 1.25 | 0.77 | -0.26 | 0.22 | NA | NA | … | … | 0.21 | 1.48 | 0.33 | 0.92 | -2.08 | -0.20 | 0.83 | 3.40 | -1.27 | 3.40 | 1.26 | -0.31 | 1.70 | 1.22 | 3.26 | 0.56 | 1.72 | 2.52 | -1.84 | 0.83 | 0.92 | 0.03 | 1.24 |
| Standard Deviation(%) | NA | 5.19 | 5.60 | 6.37 | 5.52 | NA | NA | … | … | 6.41 | 5.18 | 5.11 | 6.26 | 8.76 | 4.76 | 7.79 | 2.71 | 3.86 | 2.15 | 3.38 | 3.55 | 2.72 | 3.48 | 2.71 | 4.53 | 4.97 | 6.25 | 6.98 | 3.63 | 3.24 | 2.97 | 3.39 |
| Draw Down(%) | NA | 4.81 | 5.79 | 22.93 | 22.93 | NA | NA | … | … | 4.81 | 3.93 | 2.95 | 5.79 | 20.00 | 3.94 | 11.23 | 0.88 | 6.08 | 0.90 | 2.51 | 4.70 | 2.08 | 4.17 | 1.71 | 4.88 | 3.65 | 5.73 | 16.87 | 1.97 | 2.30 | 2.23 | 3.18 |
| Yield(%) | 0.00 | 2.63 | 3.22 | 2.26 | 2.71 | 3.41 | 3.67 | … | … | 0.00 | 3.49 | 3.40 | 3.33 | 1.48 | 1.94 | 2.25 | 3.27 | 4.33 | 2.35 | 2.47 | 3.73 | 7.50 | 5.99 | 4.60 | 4.94 | 2.50 | 2.80 | 3.25 | 7.81 | 5.00 | 2.74 | 1.27 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| ABDAX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLI) |
-4.67%
Oct 2020 – Oct 2023 |
-1.45%
Sep 2017 – Sep 2022 |
1.01%
Oct 2013 – Oct 2023 |
2.16%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABDAX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLI) |
11.54%
Feb 2009 – Feb 2012 |
9.04%
Feb 2009 – Feb 2014 |
5.88%
Feb 2009 – Feb 2019 |
4.60%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart