Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLAAX (COLUMBIA ALTERNATIVE BETA FUND COLUMBIA ALTERNATIVE BETA FUND CLASS A) | 5.92% | 9.68% | 8.10% | 3.64% | -0.31% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLAAX (COLUMBIA ALTERNATIVE BETA FUND COLUMBIA ALTERNATIVE BETA FUND CLASS A) | 01/30/2015 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.87 | 9.68 | 8.10 | 3.64 | -0.31 | NA | NA | … | … | 5.92 | 7.01 | 6.93 | 3.42 | -0.41 | -2.99 | 0.86 | -4.70 | -18.68 | 6.21 | -3.68 | -4.82 |
| Sharpe Ratio | NA | 1.56 | 1.07 | 0.23 | -0.39 | NA | NA | … | … | 2.19 | 0.90 | 0.82 | -0.06 | -0.34 | -0.71 | 0.10 | -1.44 | -2.51 | 1.06 | -0.81 | -1.07 |
| Standard Deviation(%) | NA | 4.21 | 4.31 | 4.54 | 5.21 | NA | NA | … | … | 4.66 | 4.61 | 4.05 | 3.77 | 5.47 | 4.28 | 5.85 | 4.30 | 8.02 | 5.25 | 4.79 | 4.92 |
| Draw Down(%) | NA | 2.33 | 3.38 | 6.04 | 29.18 | NA | NA | … | … | 1.53 | 3.38 | 3.16 | 2.84 | 2.77 | 6.43 | 8.40 | 9.47 | 19.96 | 2.86 | 5.69 | 6.89 |
| Yield(%) | 0.00 | 7.27 | 6.23 | 3.95 | 6.50 | 4.13 | 3.10 | … | … | 0.00 | 7.50 | 8.09 | 2.98 | 0.56 | 2.03 | 0.00 | 0.00 | 0.00 | 2.25 | 0.45 | 0.58 |
Data as of 06/03/2026, Common starting date is 01/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLAAX (COLUMBIA ALTERNATIVE BETA FUND COLUMBIA ALTERNATIVE BETA FUND CLASS A) |
-9.18%
Mar 2017 – Mar 2020 |
-6.72%
Mar 2015 – Mar 2020 |
-1.80%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLAAX (COLUMBIA ALTERNATIVE BETA FUND COLUMBIA ALTERNATIVE BETA FUND CLASS A) |
7.81%
May 2023 – May 2026 |
3.59%
Oct 2020 – Oct 2025 |
-0.39%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
