Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGELX (Columbia College E Moderate Track) | 0.88% | 4.21% | 4.50% | 1.81% | 2.09% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGELX (Columbia College E 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 (%) | 0.08 | 4.21 | 4.50 | 1.81 | 2.09 | NA | NA | … | … | 0.88 | 5.84 | 3.24 | 5.54 | -6.31 | -0.69 | 5.05 | 5.22 | 0.96 | 1.85 | 1.99 | -0.59 | 2.12 | -0.30 |
| Sharpe Ratio | NA | 0.98 | 0.53 | -0.24 | 0.19 | NA | NA | … | … | -0.16 | 1.39 | -1.23 | 0.36 | -2.14 | -0.39 | 1.69 | 2.15 | -0.24 | 0.86 | 1.20 | -0.36 | 1.56 | -1.70 |
| Standard Deviation(%) | NA | 1.94 | 2.61 | 2.90 | 2.46 | NA | NA | … | … | 2.11 | 2.18 | 2.73 | 3.60 | 3.60 | 1.84 | 2.84 | 1.77 | 1.45 | 1.43 | 1.49 | 1.72 | 1.35 | 0.97 |
| Draw Down(%) | NA | 1.26 | 2.42 | 9.43 | 9.43 | NA | NA | … | … | 1.26 | 1.16 | 1.67 | 2.42 | 8.65 | 1.72 | 4.02 | 1.08 | 0.96 | 0.58 | 1.83 | 1.28 | 0.39 | 0.30 |
| 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 |
|---|---|---|---|---|
| CGELX (Columbia College E Moderate Track) |
-1.85%
Oct 2020 – Oct 2023 |
0.38%
Oct 2017 – Oct 2022 |
1.24%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGELX (Columbia College E Moderate Track) |
5.44%
Oct 2022 – Oct 2025 |
3.00%
Dec 2015 – Dec 2020 |
2.28%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart