Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CARSX (COLUMBIA ADAPTIVE RETIREMENT 2050 FUND ADVISOR CLASS) | NA | -554,047.31% | nan% | nan% | 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 |
|---|---|---|
| CARSX (COLUMBIA ADAPTIVE RETIREMENT 2050 FUND ADVISOR 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 (%) | -537,262.46 | -554,047.31 | nan | nan | NA | NA | NA | … | … | 4.55 | -17.15 | 16.02 | 15.83 | 29.40 | -7.87 | 2.88 |
| Sharpe Ratio | NA | -0.25 | -0.10 | 0.53 | NA | NA | NA | … | … | 0.05 | -1.70 | 1.43 | 1.04 | 2.58 | -0.71 | 2.77 |
| Standard Deviation(%) | NA | 11.45 | 11.16 | 12.15 | NA | NA | NA | … | … | 11.60 | 10.91 | 11.15 | 14.90 | 10.84 | 12.98 | 6.23 |
| Draw Down(%) | NA | 11.95 | 20.67 | 20.67 | NA | NA | NA | … | … | 11.95 | 20.27 | 5.41 | 16.52 | 5.26 | 15.84 | 1.96 |
| Yield(%) | 1.80 | 22.75 | 13.22 | 12.52 | 6.14 | 4.09 | 3.07 | … | … | 105.79 | 18.24 | 16.56 | 5.74 | 7.52 | 5.12 | 0.49 |
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 |
|---|---|---|---|---|
| CARSX (COLUMBIA ADAPTIVE RETIREMENT 2050 FUND ADVISOR CLASS) |
2.00%
Nov 2020 – Nov 2023 |
5.64%
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 |
|---|---|---|---|---|
| CARSX (COLUMBIA ADAPTIVE RETIREMENT 2050 FUND ADVISOR CLASS) |
20.25%
Dec 2018 – Dec 2021 |
7.65%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart