Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CARYX (COLUMBIA ADAPTIVE RISK ALLOCATION FUND COLUMBIA ADAPTIVE RISK ALLOCATION FUND CLASS Y) | 9.49% | 20.51% | 12.88% | 5.63% | 7.31% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CARYX (COLUMBIA ADAPTIVE RISK ALLOCATION FUND COLUMBIA ADAPTIVE RISK ALLOCATION FUND CLASS Y) | 10/03/2014 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 20.51 | 12.88 | 5.63 | 7.31 | NA | NA | … | … | 9.49 | 11.91 | 7.86 | 8.83 | -14.94 | 11.19 | 9.50 | 18.97 | -4.47 | 13.44 | 9.69 | -4.54 | 2.38 |
| Sharpe Ratio | NA | 2.48 | 1.12 | 0.38 | 0.70 | NA | NA | … | … | 2.45 | 0.97 | 0.52 | 0.60 | -1.90 | 1.45 | 0.87 | 2.42 | -0.81 | 2.73 | 1.09 | -0.57 | 2.24 |
| Standard Deviation(%) | NA | 7.66 | 8.71 | 8.59 | 8.25 | NA | NA | … | … | 9.02 | 9.47 | 8.20 | 8.68 | 8.65 | 7.68 | 10.65 | 7.23 | 7.23 | 4.71 | 8.70 | 8.02 | 4.55 |
| Draw Down(%) | NA | 5.14 | 8.83 | 18.21 | 18.21 | NA | NA | … | … | 5.14 | 8.69 | 4.55 | 8.57 | 17.51 | 4.36 | 13.31 | 3.13 | 8.95 | 2.32 | 6.28 | 9.44 | 1.37 |
| Yield(%) | 0.00 | 3.10 | 2.34 | 5.64 | 6.05 | 4.27 | 3.20 | … | … | 0.00 | 3.22 | 2.71 | 0.62 | 6.42 | 18.82 | 2.44 | 8.29 | 5.57 | 7.62 | 2.51 | 0.96 | 2.18 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CARYX (COLUMBIA ADAPTIVE RISK ALLOCATION FUND COLUMBIA ADAPTIVE RISK ALLOCATION FUND CLASS Y) |
-0.10%
Apr 2021 – Apr 2024 |
2.96%
Sep 2018 – Sep 2023 |
4.99%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARYX (COLUMBIA ADAPTIVE RISK ALLOCATION FUND COLUMBIA ADAPTIVE RISK ALLOCATION FUND CLASS Y) |
13.20%
May 2023 – May 2026 |
9.44%
Dec 2016 – Dec 2021 |
7.67%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart