Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMTCX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS ) | 6.89% | 18.94% | 12.83% | 2.41% | 4.79% | 4.90% | 4.77% | … | … |
Data as of 06/03/2026, Common starting date is 03/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMTCX (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 (%) | 0.58 | 18.94 | 12.83 | 2.41 | 4.79 | 4.90 | 4.77 | … | … | 6.89 | 14.73 | 9.46 | 14.00 | -21.06 | -1.48 | 7.62 | 17.32 | -7.09 | 11.66 | 5.15 | -0.55 | 4.54 | 12.89 | 11.00 | -0.31 | 12.29 | 24.01 | -25.01 | 6.21 | 9.60 | 1.54 | 8.14 |
| Sharpe Ratio | NA | 2.09 | 1.16 | -0.01 | 0.31 | NA | NA | … | … | 1.56 | 1.24 | 0.77 | 1.32 | -1.55 | -0.15 | 0.41 | 2.51 | -1.00 | 2.51 | 0.68 | -0.08 | 0.74 | 2.05 | 1.64 | -0.03 | 1.15 | 1.69 | -1.45 | 0.38 | 0.95 | -0.12 | 1.54 |
| Standard Deviation(%) | NA | 7.95 | 8.66 | 10.38 | 10.22 | NA | NA | … | … | 9.72 | 9.63 | 7.62 | 7.89 | 14.58 | 10.05 | 17.86 | 6.31 | 8.47 | 4.41 | 7.28 | 7.60 | 6.11 | 6.27 | 6.73 | 11.64 | 10.62 | 14.14 | 17.83 | 8.11 | 6.57 | 5.87 | 6.13 |
| Draw Down(%) | NA | 6.59 | 9.43 | 31.30 | 31.30 | NA | NA | … | … | 6.59 | 9.34 | 4.42 | 7.43 | 25.60 | 8.39 | 22.61 | 3.32 | 13.31 | 2.89 | 6.60 | 7.81 | 4.74 | 5.61 | 6.03 | 11.93 | 8.62 | 13.93 | 32.80 | 5.70 | 5.93 | 3.81 | 5.53 |
| Yield(%) | 0.00 | 4.10 | 4.35 | 2.53 | 3.59 | 4.18 | 4.18 | … | … | 0.00 | 4.41 | 4.77 | 3.83 | 0.81 | 2.23 | 1.66 | 5.85 | 5.95 | 3.99 | 3.84 | 6.80 | 10.09 | 5.12 | 2.05 | 1.68 | 2.04 | 2.42 | 1.67 | 10.22 | 5.14 | 0.03 | 1.15 |
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 |
|---|---|---|---|---|
| AMTCX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS ) |
-8.22%
Feb 2006 – Feb 2009 |
-2.21%
Sep 2017 – Sep 2022 |
1.56%
Oct 2013 – Oct 2023 |
2.10%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMTCX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS ) |
17.57%
Feb 2009 – Feb 2012 |
14.15%
Feb 2009 – Feb 2014 |
8.80%
Feb 2009 – Feb 2019 |
6.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart