Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGGTX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO CLASS V) | NA | 10.60% | 2.02% | 6.79% | 5.70% | NA | NA | … | … |
Data as of 12/08/2023, Common starting date is 03/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGGTX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO CLASS V) | 03/08/2011 | 12/08/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 10.60 | 2.02 | 6.79 | 5.70 | NA | NA | … | … | 13.34 | -18.14 | 12.60 | 13.12 | 21.30 | -7.76 | 15.75 | 6.12 | 0.28 | 5.51 | 17.50 | 12.48 | -4.51 |
| Sharpe Ratio | NA | 0.68 | 0.02 | 0.37 | 0.40 | NA | NA | … | … | 1.10 | -1.17 | 1.36 | 0.58 | 2.39 | -0.81 | 2.79 | 0.63 | 0.03 | 0.69 | 2.20 | 1.50 | -0.33 |
| Standard Deviation(%) | NA | 9.38 | 12.23 | 14.37 | 11.92 | NA | NA | … | … | 9.11 | 16.81 | 9.26 | 22.27 | 8.33 | 11.14 | 5.45 | 9.37 | 9.98 | 7.93 | 7.93 | 8.34 | 16.46 |
| Draw Down(%) | NA | 8.06 | 24.21 | 26.77 | 26.77 | NA | NA | … | … | 8.06 | 23.77 | 4.19 | 26.77 | 4.54 | 15.84 | 3.27 | 8.74 | 9.42 | 5.94 | 6.31 | 7.34 | 15.14 |
| Yield(%) | 0.00 | 4.44 | 8.06 | 8.60 | 7.16 | 6.01 | 4.51 | … | … | 3.82 | 4.79 | 15.35 | 5.74 | 8.29 | 8.32 | 5.31 | 5.16 | 7.41 | 11.15 | 3.52 | 4.59 | 1.38 |
Data as of 12/08/2023, Common starting date is 03/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGGTX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO CLASS V) |
1.02%
Mar 2017 – Mar 2020 |
2.35%
Mar 2015 – Mar 2020 |
5.09%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGGTX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO CLASS V) |
15.61%
Dec 2018 – Dec 2021 |
10.81%
Oct 2016 – Oct 2021 |
9.67%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart