Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CARFX (COLUMBIA ADAPTIVE RETIREMENT 2055 FUND ADVISOR CLASS) | NA | 152,837.75% | 1,055.71% | 366.12% | 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 |
|---|---|---|
| CARFX (COLUMBIA ADAPTIVE RETIREMENT 2055 FUND ADVISOR 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 (%) | 148,232.15 | 152,837.75 | 1,055.71 | 366.12 | NA | NA | NA | … | … | 157,955.73 | -17.55 | 16.37 | 15.92 | 29.27 | -6.36 |
| Sharpe Ratio | NA | 208.92 | 2.50 | 1.12 | NA | NA | NA | … | … | 345.06 | -1.70 | 1.44 | 1.03 | 2.56 | -0.86 |
| Standard Deviation(%) | NA | 731.54 | 421.90 | 326.82 | NA | NA | NA | … | … | 754.41 | 11.17 | 11.34 | 15.13 | 10.85 | 11.59 |
| Draw Down(%) | NA | 12.27 | 21.05 | 21.05 | NA | NA | NA | … | … | 12.27 | 20.66 | 5.48 | 16.89 | 5.27 | 14.22 |
| Yield(%) | 8.99 | 28.68 | 14.38 | 13.41 | 6.49 | 4.32 | 3.24 | … | … | 106.00 | 18.34 | 14.91 | 5.31 | 8.29 | 4.76 |
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 |
|---|---|---|---|---|
| CARFX (COLUMBIA ADAPTIVE RETIREMENT 2055 FUND ADVISOR CLASS) |
2.06%
Nov 2020 – Nov 2023 |
5.59%
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 |
|---|---|---|---|---|
| CARFX (COLUMBIA ADAPTIVE RETIREMENT 2055 FUND ADVISOR CLASS) |
20.37%
Dec 2018 – Dec 2021 |
7.61%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart