Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBLAX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS A) | 5.91% | 17.85% | 14.82% | 5.53% | 8.02% | 8.43% | 7.98% | … | … |
Data as of 06/03/2026, Common starting date is 11/08/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBLAX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS A) | 11/08/2002 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.82 | 17.85 | 14.82 | 5.53 | 8.02 | 8.43 | 7.98 | … | … | 5.91 | 13.86 | 14.30 | 21.21 | -19.85 | 5.70 | 12.97 | 22.75 | -5.98 | 14.01 | 6.15 | 1.64 | 9.96 | 21.00 | 13.59 | 1.38 | 12.41 | 28.09 | -23.42 | 9.68 | 10.40 | 5.55 | 5.98 | 18.08 | -1.46 |
| Sharpe Ratio | NA | 1.97 | 1.25 | 0.26 | 0.55 | NA | NA | … | … | 1.40 | 0.95 | 1.28 | 1.96 | -1.32 | 0.47 | 0.60 | 2.90 | -0.70 | 3.37 | 0.74 | 0.17 | 1.37 | 2.81 | 1.69 | 0.09 | 1.04 | 1.59 | -1.05 | 0.71 | 1.14 | 0.53 | 0.64 | 1.67 | -0.84 |
| Standard Deviation(%) | NA | 8.22 | 9.77 | 11.75 | 11.76 | NA | NA | … | … | 9.60 | 11.65 | 8.36 | 9.03 | 16.21 | 11.97 | 20.98 | 7.34 | 10.52 | 3.98 | 8.03 | 9.70 | 7.25 | 7.47 | 8.10 | 14.71 | 11.87 | 17.61 | 23.16 | 9.24 | 6.16 | 6.17 | 7.86 | 10.38 | 13.07 |
| Draw Down(%) | NA | 6.69 | 12.11 | 26.85 | 26.85 | NA | NA | … | … | 6.69 | 12.11 | 4.85 | 7.54 | 21.03 | 10.08 | 22.73 | 3.75 | 13.21 | 1.23 | 5.88 | 7.76 | 4.91 | 4.75 | 6.40 | 12.74 | 11.01 | 16.06 | 33.20 | 5.36 | 4.86 | 4.63 | 7.93 | 7.40 | 4.44 |
| Yield(%) | 0.00 | 6.52 | 6.09 | 3.43 | 4.04 | 4.78 | 5.01 | … | … | 0.41 | 6.60 | 8.09 | 1.91 | 0.97 | 0.63 | 1.13 | 4.60 | 4.92 | 2.82 | 1.42 | 3.71 | 4.76 | 0.86 | 1.28 | 4.41 | 1.55 | 2.35 | 2.24 | 2.80 | 1.98 | 1.86 | 1.47 | 1.53 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/08/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBLAX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS A) |
-5.83%
Feb 2006 – Feb 2009 |
-1.60%
Feb 2004 – Feb 2009 |
5.26%
Oct 2013 – Oct 2023 |
5.70%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBLAX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS A) |
19.69%
Feb 2009 – Feb 2012 |
17.27%
Feb 2009 – Feb 2014 |
11.64%
Feb 2009 – Feb 2019 |
9.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart