Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CAAHX (COLUMBIA ADAPTIVE RETIREMENT 2025 FUND ADVISOR CLASS) | NA | 166,837.51% | 1,075.19% | 358.10% | NA | NA | NA | 357.55% |
Data as of 12/08/2023, AR inception is 04/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAAHX (COLUMBIA ADAPTIVE RETIREMENT 2025 FUND ADVISOR CLASS) | 04/05/2018 | 12/08/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 163,946.55 | 166,837.51 | 1,075.19 | 358.10 | NA | NA | NA | 357.55 | -0.57 | -11.83 | 6.84 | 9.27 | 16.39 | -1.98 |
| Sharpe Ratio | NA | -0.86 | -0.51 | 0.26 | NA | NA | NA | 0.19 | -0.59 | -1.86 | 1.12 | 1.13 | 2.65 | -0.70 |
| Standard Deviation(%) | NA | 8.20 | 7.16 | 7.13 | NA | NA | NA | 6.95 | 8.32 | 7.14 | 6.06 | 7.95 | 5.66 | 5.83 |
| Draw Down(%) | NA | 6.57 | 14.40 | 14.40 | NA | NA | NA | 14.40 | 6.57 | 14.21 | 3.28 | 9.01 | 2.56 | 6.78 |
| Yield(%) | 4.81 | 15.83 | 12.93 | 10.62 | 5.28 | 3.52 | 2.64 | 10.55 | 103.79 | 10.41 | 24.79 | 3.49 | 5.23 | 3.95 |
Data as of 12/08/2023, AR inception is 04/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAAHX (COLUMBIA ADAPTIVE RETIREMENT 2025 FUND ADVISOR CLASS) |
-0.09%
Nov 2020 - Nov 2023 |
3.00%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAAHX (COLUMBIA ADAPTIVE RETIREMENT 2025 FUND ADVISOR CLASS) |
10.76%
Dec 2018 - Dec 2021 |
4.02%
Nov 2018 - Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart