Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAIEX (COLUMBIA ADAPTIVE RETIREMENT 2035 FUND INSTITUTIONAL 3 CLASS) | NA | -205,577.79% | nan% | nan% | NA | NA | NA | … | … |
Data as of 12/08/2023, Common starting date is 04/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAIEX (COLUMBIA ADAPTIVE RETIREMENT 2035 FUND INSTITUTIONAL 3 CLASS) | 04/05/2018 | 12/08/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -200,755.78 | -205,577.79 | nan | nan | NA | NA | NA | … | … | 3.79 | -13.90 | 10.48 | 12.01 | 21.95 | -3.83 |
| Sharpe Ratio | NA | -0.38 | -0.22 | 0.48 | NA | NA | NA | … | … | -0.03 | -1.83 | 1.29 | 1.07 | 2.56 | -0.77 |
| Standard Deviation(%) | NA | 8.39 | 8.28 | 8.97 | NA | NA | NA | … | … | 8.50 | 8.40 | 8.08 | 10.94 | 8.03 | 8.42 |
| Draw Down(%) | NA | 8.38 | 16.74 | 16.74 | NA | NA | NA | … | … | 8.38 | 16.52 | 4.13 | 12.29 | 3.75 | 10.01 |
| Yield(%) | 1.31 | 11.74 | 8.38 | 8.08 | 3.97 | 2.65 | 1.98 | … | … | 104.62 | 9.36 | 11.60 | 4.31 | 6.27 | 4.46 |
Data as of 12/08/2023, Common starting date is 04/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAIEX (COLUMBIA ADAPTIVE RETIREMENT 2035 FUND INSTITUTIONAL 3 CLASS) |
0.89%
Nov 2020 – Nov 2023 |
4.18%
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 |
|---|---|---|---|---|
| CAIEX (COLUMBIA ADAPTIVE RETIREMENT 2035 FUND INSTITUTIONAL 3 CLASS) |
14.70%
Dec 2018 – Dec 2021 |
5.64%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart