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
CGCLX (Columbia College C -Conservative Track) 0.84% 4.05% 4.33% 1.63% 1.90% NA NA
Data as of 06/05/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
Name Start Date End Date
CGCLX (Columbia College C -Conservative Track) 10/23/2013 06/05/2026
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 (%) 0.00 4.05 4.33 1.63 1.90 NA NA 0.84 5.65 3.10 5.58 -6.56 -0.89 4.95 5.00 0.69 1.71 1.43 -1.31 0.61 -0.30
Sharpe Ratio NA 0.84 0.46 -0.29 0.11 NA NA -0.22 1.26 -1.25 0.37 -2.10 -0.50 1.60 1.92 -0.41 0.78 0.81 -0.80 0.64 -1.61
Standard Deviation(%) NA 1.97 2.65 2.96 2.51 NA NA 2.09 2.25 2.80 3.56 3.77 1.85 2.94 1.88 1.52 1.39 1.51 1.68 0.92 1.03
Draw Down(%) NA 1.24 2.43 9.53 9.53 NA NA 1.24 1.21 1.65 2.52 8.72 1.78 4.07 1.03 1.09 0.60 1.78 1.90 0.40 0.40
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 06/05/2026, 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
CGCLX (Columbia College C -Conservative Track) -2.02%
Oct 2020 – Oct 2023
0.20%
Oct 2017 – Oct 2022
0.84%
Nov 2013 – Nov 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CGCLX (Columbia College C -Conservative Track) 5.26%
Oct 2022 – Oct 2025
2.74%
Dec 2015 – Dec 2020
2.07%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return