Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGECX (COLUMBIA PORTFOLIO BUILDER MODERATE AGGRESSIVE FUND COLUMBIA PORTFOLIO BUILDER MODERATE AGGRESSIVE F) | 5.49% | 19.14% | 15.67% | 7.27% | 6.90% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/27/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGECX (COLUMBIA PORTFOLIO BUILDER MODERATE AGGRESSIVE FUND COLUMBIA PORTFOLIO BUILDER MODERATE AGGRESSIVE F) | 02/27/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 19.14 | 15.67 | 7.27 | 6.90 | NA | NA | … | … | 5.49 | 17.83 | 14.83 | 11.91 | -12.06 | 5.87 | 1.51 | 12.32 | -4.36 | 13.94 | 10.35 | -5.08 | 0.29 |
| Sharpe Ratio | NA | 4.63 | 3.14 | 0.95 | 1.11 | NA | NA | … | … | 2.70 | 3.51 | 3.36 | 1.65 | -1.69 | 2.08 | 0.16 | 3.72 | -1.91 | 5.64 | 1.99 | -1.19 | 0.04 |
| Standard Deviation(%) | NA | 3.71 | 4.14 | 5.17 | 4.84 | NA | NA | … | … | 4.64 | 4.28 | 3.33 | 5.04 | 7.99 | 2.81 | 8.04 | 2.91 | 3.01 | 2.37 | 5.09 | 4.29 | 7.54 |
| Draw Down(%) | NA | 3.25 | 4.94 | 21.86 | 21.86 | NA | NA | … | … | 3.25 | 4.94 | 1.68 | 5.92 | 20.00 | 4.40 | 16.98 | 2.03 | 7.63 | 0.67 | 5.70 | 7.09 | 6.08 |
| Yield(%) | 0.00 | 8.90 | 10.29 | 7.50 | 7.18 | 4.98 | 3.73 | … | … | 3.02 | 9.77 | 11.55 | 8.88 | 6.51 | 6.84 | 6.07 | 7.99 | 7.67 | 6.82 | 7.95 | 5.94 | 2.64 |
Data as of 06/03/2026, Common starting date is 02/27/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGECX (COLUMBIA PORTFOLIO BUILDER MODERATE AGGRESSIVE FUND COLUMBIA PORTFOLIO BUILDER MODERATE AGGRESSIVE F) |
-3.36%
Oct 2019 – Oct 2022 |
-0.90%
Oct 2017 – Oct 2022 |
3.56%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGECX (COLUMBIA PORTFOLIO BUILDER MODERATE AGGRESSIVE FUND COLUMBIA PORTFOLIO BUILDER MODERATE AGGRESSIVE F) |
16.74%
Oct 2022 – Oct 2025 |
7.96%
Feb 2021 – Feb 2026 |
7.59%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart