Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBDYX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS Y) | 6.55% | 18.31% | 15.36% | 8.35% | 10.11% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBDYX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS Y) | 11/12/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 18.31 | 15.36 | 8.35 | 10.11 | NA | NA | … | … | 6.55 | 14.23 | 14.69 | 21.59 | -16.56 | 15.03 | 17.97 | 23.22 | -5.63 | 14.39 | 6.20 | 2.02 | 9.42 | 20.08 | 2.26 |
| Sharpe Ratio | NA | 2.02 | 1.29 | 0.53 | 0.75 | NA | NA | … | … | 1.45 | 0.98 | 1.33 | 2.00 | -1.14 | 1.68 | 0.86 | 2.96 | -0.67 | 3.36 | 0.75 | 0.21 | 1.29 | 2.68 | 2.39 |
| Standard Deviation(%) | NA | 8.22 | 9.76 | 11.08 | 11.36 | NA | NA | … | … | 9.58 | 11.65 | 8.35 | 9.03 | 15.85 | 8.90 | 20.59 | 7.34 | 10.51 | 4.10 | 8.03 | 9.71 | 7.29 | 7.48 | 7.77 |
| Draw Down(%) | NA | 6.61 | 12.05 | 20.84 | 22.73 | NA | NA | … | … | 6.61 | 12.05 | 4.84 | 7.45 | 20.84 | 3.79 | 22.73 | 3.69 | 12.93 | 1.32 | 5.83 | 7.73 | 5.21 | 4.96 | 1.65 |
| Yield(%) | 0.00 | 6.75 | 6.40 | 5.87 | 6.50 | 6.38 | 4.79 | … | … | 0.49 | 6.87 | 8.36 | 2.25 | 4.26 | 9.81 | 5.92 | 4.95 | 5.22 | 3.18 | 1.44 | 4.08 | 4.17 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CBDYX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS Y) |
3.81%
Apr 2021 – Apr 2024 |
4.56%
Mar 2015 – Mar 2020 |
7.16%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBDYX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS Y) |
18.69%
Dec 2018 – Dec 2021 |
12.54%
Dec 2016 – Dec 2021 |
10.15%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart