Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBDRX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS R4) | NA | 21.06% | 2.15% | 6.47% | 6.70% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBDRX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS R4) | 11/12/2012 | 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.78 | 21.06 | 2.15 | 6.47 | 6.70 | NA | NA | … | … | 15.35 | 21.52 | -19.64 | 6.03 | 11.84 | 23.07 | -5.75 | 14.29 | 6.06 | 1.91 | 9.38 | 20.04 | 2.26 |
| Sharpe Ratio | NA | 1.80 | -0.18 | 0.29 | 0.44 | NA | NA | … | … | 1.23 | 1.93 | -1.30 | 0.50 | 0.55 | 2.95 | -0.67 | 3.33 | 0.73 | 0.19 | 1.29 | 2.68 | 2.40 |
| Standard Deviation(%) | NA | 8.09 | 12.69 | 14.08 | 11.56 | NA | NA | … | … | 8.21 | 9.03 | 16.20 | 11.92 | 20.97 | 7.35 | 10.50 | 4.13 | 8.03 | 9.70 | 7.29 | 7.47 | 7.74 |
| Draw Down(%) | NA | 4.84 | 26.04 | 26.63 | 26.63 | NA | NA | … | … | 4.84 | 7.49 | 20.90 | 9.99 | 23.01 | 3.69 | 13.02 | 1.32 | 5.86 | 7.76 | 5.16 | 4.96 | 1.65 |
| Yield(%) | 0.00 | 2.18 | 1.46 | 1.84 | 2.95 | 2.64 | 1.98 | … | … | 1.64 | 2.16 | 1.18 | 0.90 | 0.09 | 4.84 | 5.13 | 3.06 | 1.33 | 3.93 | 4.12 | 0.00 | 0.00 |
Data as of 11/25/2024, Common starting date is 11/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBDRX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS R4) |
-1.59%
Dec 2019 – Dec 2022 |
2.03%
Dec 2017 – Dec 2022 |
5.26%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBDRX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS R4) |
14.03%
Oct 2018 – Oct 2021 |
11.22%
Oct 2016 – Oct 2021 |
6.99%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart