Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CARRX (COLUMBIA ADAPTIVE RISK ALLOCATION FUND COLUMBIA ADAPTIVE RISK ALLOCATION FUND CLASS R4) | NA | 16.01% | -3.66% | 1.48% | 3.46% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 10/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CARRX (COLUMBIA ADAPTIVE RISK ALLOCATION FUND COLUMBIA ADAPTIVE RISK ALLOCATION FUND CLASS R4) | 10/03/2014 | 11/25/2024 |
| 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 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | 16.01 | -3.66 | 1.48 | 3.46 | NA | NA | … | … | 10.03 | 8.83 | -15.01 | -4.63 | 8.05 | 18.88 | -4.48 | 13.31 | 9.69 | -4.74 | 2.36 |
| Sharpe Ratio | NA | 1.20 | -0.64 | -0.09 | 0.20 | NA | NA | … | … | 0.52 | 0.53 | -1.90 | -0.28 | 0.73 | 2.37 | -0.79 | 2.74 | 1.09 | -0.60 | 2.21 |
| Standard Deviation(%) | NA | 8.05 | 11.92 | 10.96 | 9.31 | NA | NA | … | … | 8.09 | 8.71 | 8.66 | 16.47 | 10.71 | 7.36 | 7.36 | 4.65 | 8.67 | 7.92 | 4.58 |
| Draw Down(%) | NA | 4.56 | 29.10 | 29.27 | 29.27 | NA | NA | … | … | 4.56 | 8.48 | 17.56 | 14.85 | 13.36 | 3.14 | 9.08 | 2.33 | 6.30 | 9.46 | 1.37 |
| Yield(%) | 0.00 | 0.57 | 3.10 | 3.67 | 3.84 | 2.63 | 1.97 | … | … | 0.00 | 0.59 | 6.41 | 3.81 | 0.92 | 8.27 | 5.58 | 7.57 | 2.38 | 0.97 | 2.06 |
Data as of 11/25/2024, Common starting date is 10/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARRX (COLUMBIA ADAPTIVE RISK ALLOCATION FUND COLUMBIA ADAPTIVE RISK ALLOCATION FUND CLASS R4) |
-5.35%
Oct 2020 – Oct 2023 |
-0.44%
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 |
|---|---|---|---|---|
| CARRX (COLUMBIA ADAPTIVE RISK ALLOCATION FUND COLUMBIA ADAPTIVE RISK ALLOCATION FUND CLASS R4) |
10.66%
Oct 2018 – Oct 2021 |
8.94%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart