Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAGRX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CLASS K) | NA | 20.69% | 9.53% | 10.41% | 7.80% | NA | NA | … | … |
Data as of 03/09/2018, Common starting date is 12/21/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAGRX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CLASS K) | 12/21/2004 | 03/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.81 | 20.69 | 9.53 | 10.41 | 7.80 | NA | NA | … | … | 3.27 | 22.39 | 6.40 | 0.33 | 5.92 | 22.65 | 14.65 | -2.77 | 15.90 | 30.26 | -35.78 | -4.01 | 10.40 | 6.07 | 1.01 |
| Sharpe Ratio | NA | 2.31 | 0.86 | 0.99 | 0.45 | NA | NA | … | … | 1.11 | 3.78 | 0.54 | 0.02 | 0.60 | 2.36 | 1.31 | -0.15 | 0.96 | 1.35 | -1.20 | -0.41 | 0.60 | 0.45 | 3.40 |
| Standard Deviation(%) | NA | 8.62 | 10.66 | 10.33 | 16.45 | NA | NA | … | … | 16.05 | 5.79 | 11.49 | 12.21 | 9.78 | 9.57 | 11.24 | 19.18 | 16.51 | 22.42 | 30.52 | 17.25 | 11.94 | 8.71 | 12.34 |
| Draw Down(%) | NA | 8.91 | 15.25 | 15.25 | 47.38 | NA | NA | … | … | 8.91 | 1.45 | 10.49 | 10.98 | 7.30 | 6.79 | 9.92 | 18.24 | 13.40 | 21.28 | 44.83 | 16.42 | 9.28 | 5.60 | 1.21 |
| Yield(%) | 0.00 | 8.11 | 6.77 | 7.13 | 5.04 | 3.78 | 2.84 | … | … | 0.00 | 8.43 | 5.13 | 8.28 | 9.71 | 2.27 | 1.77 | 1.53 | 1.97 | 2.34 | 1.38 | 3.58 | 3.16 | 1.58 | 1.20 |
Data as of 03/09/2018, Common starting date is 12/21/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAGRX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CLASS K) |
-17.45%
Feb 2006 – Feb 2009 |
-2.91%
May 2007 – May 2012 |
3.05%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAGRX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CLASS K) |
23.09%
Feb 2009 – Feb 2012 |
19.46%
Feb 2009 – Feb 2014 |
7.42%
Jan 2008 – Jan 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart