Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBLBX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS B) | NA | -12.30% | -0.99% | 4.77% | 4.58% | NA | NA | … | … |
Data as of 08/04/2017, Common starting date is 11/05/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBLBX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS B) | 11/05/2002 | 08/04/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -19.31 | -12.30 | -0.99 | 4.77 | 4.58 | NA | NA | … | … | -12.52 | 5.36 | 0.88 | 9.14 | 20.04 | 12.80 | 0.56 | 11.58 | 27.18 | -24.06 | 8.88 | 9.57 | 4.71 | 5.54 | 17.27 | -2.18 |
| Sharpe Ratio | NA | -0.57 | -0.08 | 0.38 | 0.31 | NA | NA | … | … | -0.73 | 0.64 | 0.09 | 1.26 | 2.69 | 1.59 | 0.04 | 0.97 | 1.54 | -1.08 | 0.64 | 1.03 | 0.41 | 0.58 | 1.60 | -1.12 |
| Standard Deviation(%) | NA | 22.31 | 14.89 | 12.42 | 14.39 | NA | NA | … | … | 28.62 | 8.04 | 9.66 | 7.26 | 7.43 | 8.10 | 14.71 | 11.83 | 17.62 | 23.13 | 9.19 | 6.13 | 6.20 | 7.86 | 10.38 | 12.92 |
| Draw Down(%) | NA | 19.57 | 19.57 | 19.57 | 35.41 | NA | NA | … | … | 19.57 | 5.95 | 7.83 | 4.99 | 4.79 | 6.52 | 12.89 | 11.13 | 16.17 | 33.46 | 5.40 | 5.09 | 4.86 | 7.93 | 7.51 | 4.39 |
| Yield(%) | 0.00 | 0.65 | 2.51 | 2.04 | 2.06 | 2.26 | 1.70 | … | … | 0.10 | 0.66 | 3.03 | 3.99 | 0.08 | 0.48 | 3.65 | 0.79 | 1.52 | 1.55 | 2.03 | 1.20 | 1.10 | 1.09 | 0.75 | 0.00 |
Data as of 08/04/2017, Common starting date is 11/05/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBLBX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS B) |
-6.55%
Feb 2006 – Feb 2009 |
-2.28%
Feb 2004 – Feb 2009 |
6.32%
Feb 2006 – Feb 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBLBX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS B) |
18.78%
Feb 2009 – Feb 2012 |
16.38%
Feb 2009 – Feb 2014 |
7.85%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart