Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ABUAX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS ) | 7.07% | 19.62% | 13.65% | 3.18% | 5.59% | 5.69% | 5.58% | … | … |
Data as of 06/03/2026, Common starting date is 03/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ABUAX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS ) | 03/22/2004 | 06/03/2026 |
| 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 (%) | 0.66 | 19.62 | 13.65 | 3.18 | 5.59 | 5.69 | 5.58 | … | … | 7.07 | 15.60 | 10.29 | 14.83 | -20.33 | -0.65 | 8.38 | 18.25 | -6.40 | 12.50 | 5.89 | 0.31 | 5.28 | 13.74 | 11.84 | 0.43 | 13.15 | 24.91 | -24.37 | 6.97 | 11.25 | 5.36 | 8.73 |
| Sharpe Ratio | NA | 2.13 | 1.25 | 0.06 | 0.39 | NA | NA | … | … | 1.55 | 1.32 | 0.89 | 1.43 | -1.50 | -0.07 | 0.45 | 2.66 | -0.92 | 2.66 | 0.78 | 0.04 | 0.86 | 2.17 | 1.77 | 0.03 | 1.23 | 1.77 | -1.41 | 0.47 | 1.20 | 0.58 | 1.69 |
| Standard Deviation(%) | NA | 8.07 | 8.68 | 10.39 | 10.22 | NA | NA | … | … | 9.98 | 9.66 | 7.50 | 7.88 | 14.59 | 10.03 | 17.85 | 6.30 | 8.49 | 4.47 | 7.28 | 7.56 | 6.13 | 6.32 | 6.70 | 11.64 | 10.60 | 14.05 | 17.86 | 8.23 | 6.54 | 5.39 | 6.04 |
| Draw Down(%) | NA | 6.76 | 9.33 | 30.50 | 30.50 | NA | NA | … | … | 6.76 | 9.33 | 4.28 | 7.27 | 25.16 | 7.87 | 22.48 | 3.29 | 12.69 | 2.85 | 6.64 | 7.57 | 4.69 | 5.57 | 5.90 | 11.62 | 8.43 | 13.88 | 32.28 | 5.69 | 5.83 | 3.74 | 5.43 |
| Yield(%) | 0.00 | 4.61 | 5.04 | 3.10 | 4.29 | 4.89 | 4.90 | … | … | 0.00 | 5.14 | 5.53 | 4.59 | 1.45 | 2.97 | 2.38 | 6.62 | 6.64 | 4.75 | 4.56 | 7.51 | 10.77 | 5.86 | 2.81 | 2.39 | 2.77 | 3.16 | 2.32 | 10.94 | 6.58 | 3.85 | 1.63 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| ABUAX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS ) |
-7.28%
Feb 2006 – Feb 2009 |
-1.43%
Sep 2017 – Sep 2022 |
2.34%
Oct 2013 – Oct 2023 |
2.88%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ABUAX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS ) |
18.43%
Feb 2009 – Feb 2012 |
14.99%
Feb 2009 – Feb 2014 |
9.62%
Feb 2009 – Feb 2019 |
7.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart