Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBALX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS Z) | 6.51% | 18.23% | 15.28% | 5.73% | 8.31% | 8.78% | 8.26% | … | … |
Data as of 06/04/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBALX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS Z) | 06/20/1996 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 18.23 | 15.28 | 5.73 | 8.31 | 8.78 | 8.26 | … | … | 6.51 | 14.14 | 14.61 | 21.49 | -19.65 | 5.93 | 13.23 | 23.05 | -5.73 | 14.30 | 6.43 | 1.90 | 10.17 | 21.30 | 13.89 | 1.58 | 12.71 | 28.38 | -23.27 | 10.01 | 10.67 | 5.77 | 6.64 | 18.74 | -13.10 | -7.40 | 0.82 | 12.70 | 20.07 | 18.72 | 8.48 |
| Sharpe Ratio | NA | 2.01 | 1.28 | 0.28 | 0.57 | NA | NA | … | … | 1.43 | 0.97 | 1.32 | 1.99 | -1.31 | 0.49 | 0.62 | 2.95 | -0.68 | 3.43 | 0.78 | 0.19 | 1.40 | 2.85 | 1.72 | 0.11 | 1.07 | 1.60 | -1.04 | 0.75 | 1.19 | 0.57 | 0.72 | 1.73 | -0.95 | -0.78 | -0.24 | 0.82 | 1.60 | 1.62 | 1.94 |
| Standard Deviation(%) | NA | 8.20 | 9.76 | 11.75 | 11.75 | NA | NA | … | … | 9.58 | 11.64 | 8.35 | 9.04 | 16.20 | 12.00 | 20.95 | 7.32 | 10.50 | 3.99 | 8.02 | 9.71 | 7.26 | 7.46 | 8.10 | 14.69 | 11.84 | 17.65 | 23.15 | 9.22 | 6.12 | 6.16 | 7.89 | 10.41 | 15.01 | 12.76 | 14.18 | 11.35 | 10.40 | 9.26 | 6.65 |
| Draw Down(%) | NA | 6.63 | 12.06 | 26.72 | 26.72 | NA | NA | … | … | 6.63 | 12.06 | 4.85 | 7.48 | 20.91 | 10.08 | 22.73 | 3.70 | 12.98 | 1.21 | 5.83 | 7.75 | 4.91 | 4.72 | 6.38 | 12.70 | 10.94 | 15.99 | 33.14 | 5.33 | 4.81 | 4.57 | 7.48 | 7.40 | 20.71 | 18.35 | 10.72 | 8.10 | 12.37 | 5.51 | 4.20 |
| Yield(%) | 0.00 | 6.77 | 6.39 | 3.64 | 4.35 | 5.20 | 5.43 | … | … | 0.48 | 6.88 | 8.38 | 2.19 | 1.20 | 0.91 | 1.38 | 4.89 | 5.17 | 3.08 | 1.68 | 3.97 | 5.02 | 1.14 | 1.55 | 4.65 | 1.80 | 2.62 | 2.47 | 3.07 | 2.22 | 2.11 | 2.09 | 2.16 | 2.25 | 2.59 | 8.23 | 5.85 | 11.59 | 13.17 | 9.44 |
Data as of 06/04/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBALX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS Z) |
-9.21%
Mar 2000 – Mar 2003 |
-1.29%
Mar 2000 – Mar 2005 |
0.38%
Feb 1999 – Feb 2009 |
4.93%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBALX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS Z) |
19.95%
Feb 2009 – Feb 2012 |
17.54%
Feb 2009 – Feb 2014 |
11.90%
Feb 2009 – Feb 2019 |
10.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart