Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CARPX (COLUMBIA ADAPTIVE RETIREMENT 2045 FUND ADVISOR CLASS) | NA | -198,688.87% | 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 |
|---|---|---|
| CARPX (COLUMBIA ADAPTIVE RETIREMENT 2045 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 (%) | -193,176.92 | -198,688.87 | nan | nan | NA | NA | NA | … | … | 4.11 | -16.34 | 14.61 | 14.72 | 27.79 | -5.63 |
| Sharpe Ratio | NA | -0.31 | -0.13 | 0.52 | NA | NA | NA | … | … | 0.01 | -1.73 | 1.41 | 1.02 | 2.58 | -0.81 |
| Standard Deviation(%) | NA | 10.62 | 10.40 | 11.40 | NA | NA | NA | … | … | 10.76 | 10.25 | 10.34 | 14.08 | 10.24 | 11.02 |
| Draw Down(%) | NA | 10.97 | 19.65 | 19.65 | NA | NA | NA | … | … | 10.97 | 19.31 | 5.10 | 15.81 | 5.01 | 13.25 |
| Yield(%) | 1.93 | 22.64 | 12.36 | 11.69 | 5.68 | 3.79 | 2.84 | … | … | 105.54 | 18.25 | 13.83 | 5.29 | 7.81 | 4.91 |
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 |
|---|---|---|---|---|
| CARPX (COLUMBIA ADAPTIVE RETIREMENT 2045 FUND ADVISOR CLASS) |
1.74%
Nov 2020 – Nov 2023 |
5.29%
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 |
|---|---|---|---|---|
| CARPX (COLUMBIA ADAPTIVE RETIREMENT 2045 FUND ADVISOR CLASS) |
18.88%
Dec 2018 – Dec 2021 |
7.15%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart