Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBMZX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS ) | 7.26% | 19.54% | 13.92% | 3.33% | 6.01% | 6.09% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBMZX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS ) | 09/29/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 19.54 | 13.92 | 3.33 | 6.01 | 6.09 | NA | … | … | 7.26 | 15.82 | 10.57 | 15.13 | -20.16 | -0.40 | 8.67 | 18.44 | -6.08 | 15.17 | 5.84 | 0.47 | 5.56 | 14.06 | 12.05 | -0.49 | 4.54 |
| Sharpe Ratio | NA | 2.20 | 1.29 | 0.08 | 0.43 | NA | NA | … | … | 1.60 | 1.35 | 0.92 | 1.47 | -1.49 | -0.04 | 0.47 | 2.74 | -0.88 | 3.97 | 0.78 | 0.06 | 0.91 | 2.23 | 1.81 | -0.04 | 2.35 |
| Standard Deviation(%) | NA | 7.96 | 8.65 | 10.36 | 10.17 | NA | NA | … | … | 9.83 | 9.60 | 7.59 | 7.85 | 14.54 | 10.07 | 17.88 | 6.19 | 8.48 | 3.67 | 7.23 | 7.57 | 6.08 | 6.30 | 6.69 | 11.66 | 7.94 |
| Draw Down(%) | NA | 6.85 | 9.29 | 30.26 | 30.26 | NA | NA | … | … | 6.85 | 9.29 | 4.29 | 7.12 | 24.97 | 7.78 | 22.50 | 3.21 | 12.56 | 1.24 | 6.56 | 7.46 | 4.71 | 5.57 | 5.82 | 11.97 | 3.01 |
| Yield(%) | 0.00 | 4.80 | 5.29 | 3.28 | 4.70 | 5.27 | 4.25 | … | … | 0.00 | 5.41 | 5.79 | 4.85 | 1.67 | 3.23 | 2.63 | 6.89 | 6.89 | 7.22 | 4.50 | 7.77 | 11.04 | 6.14 | 3.09 | 1.45 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBMZX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS ) |
-4.90%
Sep 2019 – Sep 2022 |
-1.21%
Sep 2017 – Sep 2022 |
2.79%
Oct 2013 – Oct 2023 |
5.47%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBMZX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS ) |
15.03%
Sep 2022 – Sep 2025 |
9.02%
Feb 2016 – Feb 2021 |
7.73%
Sep 2011 – Sep 2021 |
5.98%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart