Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AXPBX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CLASS B) | NA | 15.26% | 6.88% | 9.85% | 4.83% | NA | NA | … | … |
Data as of 08/04/2017, Common starting date is 08/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXPBX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CLASS B) | 08/02/2004 | 08/04/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 15.26 | 6.88 | 9.85 | 4.83 | NA | NA | … | … | 13.30 | 5.57 | -0.45 | 4.98 | 21.59 | 13.70 | -3.70 | 14.89 | 28.96 | -36.17 | 6.67 | 13.82 | 6.93 | 11.79 |
| Sharpe Ratio | NA | 2.10 | 0.62 | 0.96 | 0.28 | NA | NA | … | … | 3.82 | 0.47 | -0.04 | 0.51 | 2.25 | 1.22 | -0.19 | 0.89 | 1.28 | -1.22 | 0.28 | 1.15 | 0.59 | 3.69 |
| Standard Deviation(%) | NA | 7.09 | 10.72 | 10.21 | 16.73 | NA | NA | … | … | 6.01 | 11.44 | 12.19 | 9.77 | 9.59 | 11.27 | 19.15 | 16.59 | 22.51 | 30.35 | 13.26 | 9.16 | 8.05 | 7.88 |
| Draw Down(%) | NA | 4.58 | 15.78 | 15.78 | 51.35 | NA | NA | … | … | 1.44 | 10.60 | 11.28 | 7.35 | 6.82 | 10.15 | 18.57 | 13.62 | 21.65 | 45.42 | 9.33 | 9.38 | 5.72 | 2.90 |
| Yield(%) | 0.00 | 4.38 | 6.74 | 6.06 | 4.13 | 4.34 | 3.26 | … | … | 2.95 | 4.38 | 7.54 | 8.85 | 1.31 | 0.60 | 0.44 | 0.91 | 1.31 | 0.71 | 14.14 | 6.51 | 2.76 | 0.89 |
Data as of 08/04/2017, Common starting date is 08/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXPBX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CLASS B) |
-13.79%
Feb 2006 – Feb 2009 |
-1.50%
May 2007 – May 2012 |
3.77%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXPBX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CLASS B) |
22.01%
Feb 2009 – Feb 2012 |
18.41%
Feb 2009 – Feb 2014 |
6.34%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart