Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CBLRX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS R) | 7.57% | 6.09% | 8.15% | 4.95% | 6.15% | NA | NA | 8.24% |
Data as of 07/30/2025, AR inception is 09/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBLRX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS R) | 09/28/2010 | 07/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 6.09 | 8.15 | 4.95 | 6.15 | NA | NA | 8.24 | 7.57 | 8.09 | 20.90 | -20.07 | 5.44 | 12.70 | 22.44 | -6.21 | 13.72 | 5.68 | 1.38 | 9.73 | 20.69 | 13.36 | 0.88 | 7.09 |
| Sharpe Ratio | NA | 0.29 | 0.48 | 0.24 | 0.40 | NA | NA | 0.60 | 0.81 | 0.15 | 1.86 | -1.33 | 0.45 | 0.59 | 2.87 | -0.72 | 3.24 | 0.68 | 0.14 | 1.33 | 2.78 | 1.66 | 0.06 | 3.49 |
| Standard Deviation(%) | NA | 13.38 | 11.88 | 12.46 | 12.04 | NA | NA | 11.29 | 14.10 | 10.15 | 9.01 | 16.22 | 11.97 | 20.97 | 7.32 | 10.53 | 4.06 | 8.02 | 9.69 | 7.27 | 7.44 | 8.07 | 14.68 | 8.54 |
| Draw Down(%) | NA | 16.22 | 16.22 | 27.03 | 27.03 | NA | NA | 27.03 | 12.13 | 8.10 | 7.57 | 21.20 | 10.12 | 22.74 | 3.75 | 13.41 | 1.23 | 5.90 | 7.78 | 4.94 | 4.78 | 6.44 | 12.76 | 3.06 |
| Yield(%) | 0.00 | 1.22 | 1.43 | 1.06 | 2.29 | 3.17 | 2.38 | 3.40 | 0.34 | 1.76 | 1.64 | 0.75 | 0.36 | 0.87 | 4.32 | 4.66 | 2.55 | 0.96 | 3.45 | 4.50 | 0.59 | 1.02 | 3.96 | 0.00 |
Data as of 07/30/2025, AR inception is 09/28/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBLRX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS R) |
-1.70%
Dec 2019 - Dec 2022 |
1.75%
Dec 2017 - Dec 2022 |
4.98%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBLRX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS R) |
16.10%
Sep 2011 - Sep 2014 |
11.57%
Sep 2011 - Sep 2016 |
10.73%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart