Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CARVX (COLUMBIA ADAPTIVE RETIREMENT 2060 FUND INSTITUTIONAL 3 CLASS) | NA | -187,449.82% | 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 |
|---|---|---|
| CARVX (COLUMBIA ADAPTIVE RETIREMENT 2060 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 (%) | -181,787.87 | -187,449.82 | nan | nan | NA | NA | NA | … | … | 5.69 | -17.58 | 16.82 | 15.98 | 29.33 | -7.83 | 2.91 |
| Sharpe Ratio | NA | -0.18 | -0.06 | 0.55 | NA | NA | NA | … | … | 0.15 | -1.70 | 1.48 | 1.05 | 2.57 | -0.70 | 2.78 |
| Standard Deviation(%) | NA | 11.81 | 11.44 | 12.34 | NA | NA | NA | … | … | 11.97 | 11.17 | 11.37 | 14.98 | 10.85 | 13.06 | 6.28 |
| Draw Down(%) | NA | 12.25 | 20.93 | 20.93 | NA | NA | NA | … | … | 12.25 | 20.55 | 5.52 | 16.59 | 5.26 | 15.90 | 1.96 |
| Yield(%) | 0.92 | 20.91 | 11.95 | 11.57 | 5.68 | 3.79 | 2.84 | … | … | 105.95 | 17.25 | 13.36 | 5.97 | 7.59 | 5.06 | 0.52 |
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 |
|---|---|---|---|---|
| CARVX (COLUMBIA ADAPTIVE RETIREMENT 2060 FUND INSTITUTIONAL 3 CLASS) |
2.21%
Nov 2020 – Nov 2023 |
5.74%
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 |
|---|---|---|---|---|
| CARVX (COLUMBIA ADAPTIVE RETIREMENT 2060 FUND INSTITUTIONAL 3 CLASS) |
20.56%
Dec 2018 – Dec 2021 |
7.78%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart