Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBLCX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS C) | 6.06% | 17.05% | 14.13% | 4.68% | 7.23% | 7.70% | 7.19% | … | … |
Data as of 06/04/2026, Common starting date is 10/14/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBLCX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS C) | 10/14/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 17.05 | 14.13 | 4.68 | 7.23 | 7.70 | 7.19 | … | … | 6.06 | 13.01 | 13.45 | 20.29 | -20.46 | 4.88 | 12.12 | 21.85 | -6.69 | 13.17 | 5.36 | 0.87 | 9.20 | 20.04 | 12.80 | 0.55 | 11.58 | 27.11 | -24.02 | 8.88 | 9.57 | 4.71 | 5.54 | 3.57 |
| Sharpe Ratio | NA | 1.87 | 1.16 | 0.19 | 0.48 | NA | NA | … | … | 1.32 | 0.87 | 1.17 | 1.86 | -1.35 | 0.40 | 0.56 | 2.77 | -0.77 | 3.10 | 0.64 | 0.09 | 1.27 | 2.68 | 1.59 | 0.04 | 0.97 | 1.53 | -1.08 | 0.62 | 1.01 | 0.40 | 0.58 | 2.17 |
| Standard Deviation(%) | NA | 8.21 | 9.77 | 11.76 | 11.76 | NA | NA | … | … | 9.59 | 11.67 | 8.37 | 9.02 | 16.22 | 12.00 | 20.97 | 7.36 | 10.51 | 4.05 | 8.02 | 9.66 | 7.23 | 7.45 | 8.08 | 14.69 | 11.83 | 17.64 | 23.14 | 9.28 | 6.14 | 6.15 | 7.88 | 7.89 |
| Draw Down(%) | NA | 6.83 | 12.20 | 27.40 | 27.40 | NA | NA | … | … | 6.83 | 12.20 | 4.90 | 7.69 | 21.50 | 10.19 | 22.78 | 3.78 | 13.78 | 1.29 | 5.94 | 7.83 | 4.99 | 4.82 | 6.52 | 12.89 | 11.12 | 16.12 | 33.44 | 5.40 | 5.13 | 4.86 | 7.93 | 1.91 |
| Yield(%) | 0.00 | 5.75 | 5.27 | 2.73 | 3.14 | 3.72 | 3.79 | … | … | 0.23 | 5.85 | 7.31 | 1.11 | 0.31 | 0.00 | 0.36 | 3.78 | 4.18 | 2.02 | 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 | 0.22 |
Data as of 06/04/2026, Common starting date is 10/14/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBLCX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS C) |
-6.54%
Feb 2006 – Feb 2009 |
-2.27%
Feb 2004 – Feb 2009 |
4.48%
Oct 2013 – Oct 2023 |
4.90%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBLCX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS C) |
18.75%
Feb 2009 – Feb 2012 |
16.37%
Feb 2009 – Feb 2014 |
10.80%
Feb 2009 – Feb 2019 |
9.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart