Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AXBAX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CL) | 10.84% | 27.61% | 18.63% | 5.69% | 8.52% | 8.06% | 6.95% | … | … |
Data as of 06/03/2026, Common starting date is 06/07/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXBAX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CL) | 06/07/2004 | 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 (%) | 0.84 | 27.61 | 18.63 | 5.69 | 8.52 | 8.06 | 6.95 | … | … | 10.84 | 19.12 | 15.47 | 19.90 | -23.84 | 4.87 | 8.33 | 23.86 | -9.31 | 22.33 | 6.25 | 0.34 | 5.74 | 22.54 | 14.54 | -3.00 | 15.90 | 29.82 | -35.63 | 7.45 | 14.72 | 7.70 | 9.23 |
| Sharpe Ratio | NA | 2.40 | 1.30 | 0.22 | 0.45 | NA | NA | … | … | 2.03 | 1.12 | 1.10 | 1.56 | -1.21 | 0.37 | 0.28 | 2.15 | -0.78 | 3.78 | 0.53 | 0.03 | 0.59 | 2.37 | 1.31 | -0.16 | 0.96 | 1.33 | -1.20 | 0.33 | 1.23 | 0.67 | 1.96 |
| Standard Deviation(%) | NA | 10.69 | 12.27 | 14.55 | 15.22 | NA | NA | … | … | 12.86 | 14.59 | 10.78 | 10.48 | 20.99 | 13.17 | 28.28 | 10.43 | 13.69 | 5.76 | 11.42 | 12.23 | 9.74 | 9.51 | 11.13 | 19.15 | 16.55 | 22.42 | 30.42 | 13.20 | 9.23 | 8.09 | 7.92 |
| Draw Down(%) | NA | 8.03 | 15.11 | 33.84 | 33.84 | NA | NA | … | … | 8.03 | 15.11 | 7.90 | 8.90 | 29.44 | 7.66 | 31.27 | 5.97 | 18.93 | 1.53 | 10.50 | 11.02 | 7.32 | 6.73 | 9.94 | 18.27 | 13.43 | 21.56 | 45.00 | 9.23 | 9.38 | 5.60 | 6.01 |
| Yield(%) | 0.00 | 10.23 | 7.87 | 4.23 | 5.94 | 6.25 | 5.59 | … | … | 0.00 | 10.59 | 5.78 | 6.17 | 0.84 | 2.68 | 1.44 | 8.66 | 8.72 | 8.42 | 5.07 | 8.22 | 9.63 | 2.13 | 1.64 | 1.40 | 1.83 | 2.20 | 1.41 | 14.85 | 7.24 | 3.38 | 1.17 |
Data as of 06/03/2026, Common starting date is 06/07/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXBAX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CL) |
-13.17%
Feb 2006 – Feb 2009 |
-0.91%
Sep 2017 – Sep 2022 |
4.04%
Oct 2013 – Oct 2023 |
3.22%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXBAX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CL) |
22.97%
Feb 2009 – Feb 2012 |
19.31%
Feb 2009 – Feb 2014 |
12.67%
Feb 2009 – Feb 2019 |
9.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart