Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCECX (Columbia Moderate E Cons Track) | 5.87% | 15.97% | 12.36% | 5.76% | 7.48% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCECX (Columbia Moderate E Cons Track) | 10/23/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 15.97 | 12.36 | 5.76 | 7.48 | NA | NA | … | … | 5.87 | 13.74 | 10.97 | 14.39 | -14.90 | 11.02 | 12.42 | 17.18 | -4.65 | 12.14 | 7.02 | -0.43 | 11.20 | 2.17 |
| Sharpe Ratio | NA | 1.93 | 1.14 | 0.34 | 0.62 | NA | NA | … | … | 1.39 | 1.19 | 0.58 | 1.27 | -1.14 | 1.59 | 0.75 | 2.73 | -0.75 | 3.18 | 0.95 | -0.06 | 1.51 | 2.69 |
| Standard Deviation(%) | NA | 7.14 | 8.40 | 9.66 | 9.46 | NA | NA | … | … | 8.55 | 9.32 | 7.63 | 8.06 | 14.32 | 6.92 | 16.28 | 5.78 | 8.00 | 3.64 | 7.15 | 7.92 | 7.42 | 4.52 |
| Draw Down(%) | NA | 5.45 | 9.51 | 20.11 | 20.11 | NA | NA | … | … | 5.45 | 9.16 | 3.69 | 7.69 | 19.69 | 3.37 | 19.59 | 3.04 | 10.83 | 1.13 | 5.67 | 6.69 | 4.04 | 1.08 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCECX (Columbia Moderate E Cons Track) |
0.85%
Apr 2021 – Apr 2024 |
3.00%
Mar 2015 – Mar 2020 |
5.66%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCECX (Columbia Moderate E Cons Track) |
13.65%
Sep 2022 – Sep 2025 |
9.56%
Oct 2016 – Oct 2021 |
7.87%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart