Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCMDX (Columbia Moderate C Cons Track) | 5.38% | 14.80% | 11.24% | 4.70% | 6.41% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCMDX (Columbia Moderate C Cons Track) | 10/22/2013 | 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 (%) | 0.34 | 14.80 | 11.24 | 4.70 | 6.41 | NA | NA | … | … | 5.38 | 12.65 | 9.88 | 13.57 | -16.01 | 6.86 | 11.30 | 16.58 | -6.22 | 11.23 | 5.50 | -1.04 | 5.70 | 1.76 |
| Sharpe Ratio | NA | 1.77 | 1.00 | 0.23 | 0.52 | NA | NA | … | … | 1.26 | 1.07 | 0.44 | 1.18 | -1.24 | 1.96 | 0.71 | -1.15 | -3.47 | -2.23 | -4.01 | -2.52 | -2.14 | -3.37 |
| Standard Deviation(%) | NA | 7.16 | 8.38 | 9.54 | 9.27 | NA | NA | … | … | 8.53 | 9.31 | 7.59 | 8.00 | 13.98 | 7.63 | 15.57 | 5.80 | 8.02 | 3.61 | 7.11 | 7.76 | 6.00 | 4.58 |
| Draw Down(%) | NA | 5.53 | 9.80 | 21.09 | 21.09 | NA | NA | … | … | 5.53 | 9.26 | 3.74 | 7.92 | 20.59 | 2.59 | 19.66 | 3.09 | 11.43 | 1.15 | 6.20 | 7.07 | 4.14 | 1.11 |
| 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 10/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCMDX (Columbia Moderate C Cons Track) |
-0.17%
Apr 2021 – Apr 2024 |
2.01%
Sep 2017 – Sep 2022 |
4.19%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCMDX (Columbia Moderate C Cons Track) |
12.57%
Dec 2018 – Dec 2021 |
8.45%
Oct 2016 – Oct 2021 |
6.79%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart