Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAROX (COLUMBIA ADAPTIVE RETIREMENT 2040 FUND ADVISOR CLASS) | NA | -59,606,076.65% | nan% | nan% | NA | NA | NA | … | … |
Data as of 01/03/2024, Common starting date is 10/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAROX (COLUMBIA ADAPTIVE RETIREMENT 2040 FUND ADVISOR CLASS) | 10/27/2017 | 01/03/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -59,606,076.65 | nan | nan | NA | NA | NA | … | … | 0.00 | 20,655.01 | -15.18 | 12.51 | 13.33 | 25.11 | -6.45 | 2.56 |
| Sharpe Ratio | NA | 37.67 | 1.56 | 0.87 | NA | NA | NA | … | … | NA | 53.21 | -1.79 | 1.35 | 1.05 | 2.57 | -0.70 | 2.64 |
| Standard Deviation(%) | NA | 544.80 | 308.21 | 237.96 | NA | NA | NA | … | … | 0.00 | 544.79 | 9.30 | 9.27 | 12.40 | 9.20 | 11.06 | 5.73 |
| Draw Down(%) | NA | 9.86 | 18.28 | 18.28 | NA | NA | NA | … | … | 0.00 | 9.86 | 17.99 | 4.64 | 13.98 | 4.37 | 13.43 | 1.87 |
| Yield(%) | 0.00 | 104.79 | 33.90 | 28.72 | 13.42 | 8.95 | 6.71 | … | … | 0.00 | 104.79 | 15.09 | 12.66 | 5.78 | 6.49 | 4.76 | 0.47 |
Data as of 01/03/2024, 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 |
|---|---|---|---|---|
| CAROX (COLUMBIA ADAPTIVE RETIREMENT 2040 FUND ADVISOR CLASS) |
1.19%
Nov 2020 – Nov 2023 |
4.69%
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 |
|---|---|---|---|---|
| CAROX (COLUMBIA ADAPTIVE RETIREMENT 2040 FUND ADVISOR CLASS) |
16.84%
Dec 2018 – Dec 2021 |
6.34%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart