Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CEGGX (Columbia Aggressive Growth E Aggr Trac) 10.32% 25.90% 18.68% 9.93% 11.83% NA NA
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
Name Start Date End Date
CEGGX (Columbia Aggressive Growth E Aggr Trac) 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 (%) 0.62 25.90 18.68 9.93 11.83 NA NA 10.32 19.34 15.41 21.09 -16.37 20.81 15.05 25.23 -8.81 20.12 9.40 -0.71 11.34 4.31
Sharpe Ratio NA 2.01 1.16 0.47 0.62 NA NA 1.70 1.03 0.97 1.39 -0.77 1.71 0.48 2.09 -0.69 2.86 0.69 -0.05 0.98 3.12
Standard Deviation(%) NA 11.76 13.74 15.82 16.61 NA NA 13.79 16.22 12.19 12.66 23.06 12.17 30.90 11.38 14.76 6.83 13.30 14.57 11.50 8.13
Draw Down(%) NA 8.56 16.52 24.20 33.35 NA NA 8.56 16.52 7.70 10.76 23.73 5.85 33.35 6.69 19.16 2.15 10.83 11.68 7.95 1.99
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
CEGGX (Columbia Aggressive Growth E Aggr Trac) 0.60%
Mar 2017 – Mar 2020
2.54%
Mar 2015 – Mar 2020
8.39%
Nov 2013 – Nov 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CEGGX (Columbia Aggressive Growth E Aggr Trac) 20.36%
Sep 2022 – Sep 2025
15.16%
Mar 2020 – Mar 2025
12.26%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return