Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLBK (Columbia Financial, Inc.) | 30.31% | 44.33% | 5.35% | 3.12% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/23/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLBK (Columbia Financial, Inc.) | 04/23/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.00 | 44.33 | 5.35 | 3.12 | NA | NA | NA | … | … | 30.31 | 1.96 | -18.00 | -10.82 | 3.64 | 34.06 | -8.15 | 12.49 | -1.04 |
| Sharpe Ratio | NA | 1.34 | 0.14 | 0.00 | NA | NA | NA | … | … | 3.18 | -0.03 | -0.74 | -0.39 | 0.08 | 1.54 | -0.21 | 0.68 | -0.16 |
| Standard Deviation(%) | NA | 27.85 | 31.86 | 31.40 | NA | NA | NA | … | … | 26.99 | 30.97 | 33.28 | 39.19 | 27.49 | 22.16 | 39.42 | 16.50 | 18.46 |
| Draw Down(%) | NA | 13.38 | 33.86 | 42.68 | NA | NA | NA | … | … | 7.24 | 19.67 | 28.09 | 33.94 | 17.32 | 12.27 | 38.38 | 9.90 | 15.85 |
| 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 |
Data as of 06/04/2026, Common starting date is 04/23/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLBK (Columbia Financial, Inc.) |
-12.70%
Jun 2022 – Jun 2025 |
-2.48%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLBK (Columbia Financial, Inc.) |
17.16%
Aug 2020 – Aug 2023 |
7.09%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart