Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CARMX (COLUMBIA ADAPTIVE RETIREMENT 2030 FUND INSTITUTIONAL 3 CLASS) | NA | 672,378.66% | 1,774.90% | 509.36% | NA | NA | NA | … | … |
Data as of 12/08/2023, Common starting date is 10/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CARMX (COLUMBIA ADAPTIVE RETIREMENT 2030 FUND INSTITUTIONAL 3 CLASS) | 10/27/2017 | 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 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 658,852.57 | 672,378.66 | 1,774.90 | 509.36 | NA | NA | NA | … | … | -4.70 | -12.73 | 8.42 | 10.47 | 18.64 | -3.81 | 2.07 |
| Sharpe Ratio | NA | -0.95 | -0.53 | 0.18 | NA | NA | NA | … | … | -0.77 | -1.85 | 1.21 | 1.10 | 2.54 | -0.64 | 2.66 |
| Standard Deviation(%) | NA | 11.86 | 9.07 | 8.80 | NA | NA | NA | … | … | 12.15 | 7.67 | 6.93 | 9.23 | 6.80 | 8.05 | 4.46 |
| Draw Down(%) | NA | 10.22 | 17.06 | 17.06 | NA | NA | NA | … | … | 10.22 | 15.20 | 3.65 | 10.44 | 3.18 | 8.86 | 1.48 |
| Yield(%) | 8.84 | 19.62 | 10.12 | 9.21 | 4.62 | 3.08 | 2.31 | … | … | 103.91 | 10.47 | 9.96 | 4.30 | 5.23 | 6.76 | 0.37 |
Data as of 12/08/2023, Common starting date is 10/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARMX (COLUMBIA ADAPTIVE RETIREMENT 2030 FUND INSTITUTIONAL 3 CLASS) |
0.36%
Nov 2020 – Nov 2023 |
3.47%
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 |
|---|---|---|---|---|
| CARMX (COLUMBIA ADAPTIVE RETIREMENT 2030 FUND INSTITUTIONAL 3 CLASS) |
12.42%
Dec 2018 – Dec 2021 |
4.69%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart