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
CGCMX (Columbia Growth Port C-Moderate Track) 9.05% 22.70% 16.31% 8.04% 9.98% NA NA
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
Name Start Date End Date
CGCMX (Columbia Growth Port C-Moderate 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 (%) 0.57 22.70 16.31 8.04 9.98 NA NA 9.05 16.89 15.38 19.11 -17.58 17.54 14.39 22.38 -8.68 17.59 7.69 -1.69 7.37 3.75
Sharpe Ratio NA 1.92 1.09 0.39 0.56 NA NA 1.59 0.98 0.81 1.33 -0.92 1.51 0.51 2.07 -0.75 2.79 0.63 -0.13 0.73 2.98
Standard Deviation(%) NA 10.66 12.44 14.26 14.93 NA NA 12.58 14.60 11.01 11.30 20.72 11.64 27.62 10.11 13.41 6.09 11.94 13.20 10.04 7.31
Draw Down(%) NA 7.93 15.17 24.08 30.30 NA NA 7.93 14.99 6.81 10.26 23.85 5.39 30.30 5.86 17.63 1.93 10.08 10.93 7.26 1.81
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
CGCMX (Columbia Growth Port C-Moderate Track) 0.31%
Mar 2017 – Mar 2020
1.83%
Mar 2015 – Mar 2020
6.60%
Nov 2013 – Nov 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CGCMX (Columbia Growth Port C-Moderate Track) 18.06%
Dec 2018 – Dec 2021
12.68%
Mar 2020 – Mar 2025
10.37%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return