Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLBRX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRE) | 6.03% | 19.72% | 14.79% | 3.20% | 6.44% | 6.43% | 6.13% | … | … |
Data as of 06/05/2026, Common starting date is 01/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLBRX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRE) | 01/27/2006 | 06/05/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.20 | 19.72 | 14.79 | 3.20 | 6.44 | 6.43 | 6.13 | … | … | 6.03 | 16.68 | 12.76 | 17.21 | -22.00 | -0.15 | 7.85 | 21.01 | -8.01 | 18.32 | 5.96 | 0.02 | 5.20 | 17.30 | 12.15 | -1.21 | 15.20 | 30.18 | -28.52 | 7.67 | 8.91 |
| Sharpe Ratio | NA | 1.82 | 1.11 | 0.05 | 0.38 | NA | NA | … | … | 1.06 | 1.16 | 1.01 | 1.50 | -1.33 | -0.01 | 0.33 | 2.34 | -0.85 | 3.77 | 0.61 | 0.00 | 0.65 | 2.17 | 1.46 | -0.08 | 1.21 | 1.77 | -1.21 | 0.46 | 0.92 |
| Standard Deviation(%) | NA | 9.40 | 10.39 | 12.57 | 12.74 | NA | NA | … | … | 11.46 | 11.97 | 9.07 | 9.13 | 17.69 | 12.49 | 22.98 | 8.36 | 11.13 | 4.70 | 9.39 | 10.01 | 8.02 | 7.94 | 8.35 | 15.42 | 12.50 | 17.00 | 24.23 | 9.92 | 6.80 |
| Draw Down(%) | NA | 7.14 | 12.33 | 33.33 | 33.33 | NA | NA | … | … | 7.14 | 12.33 | 6.22 | 8.13 | 27.15 | 9.48 | 26.79 | 4.62 | 16.07 | 1.37 | 8.67 | 9.46 | 6.01 | 6.32 | 7.43 | 15.16 | 10.34 | 16.69 | 38.27 | 6.76 | 6.18 |
| Yield(%) | 0.00 | 7.82 | 6.72 | 3.67 | 5.19 | 5.57 | 5.40 | … | … | 0.00 | 8.24 | 6.70 | 4.68 | 0.90 | 2.96 | 1.28 | 8.01 | 8.08 | 7.64 | 4.91 | 7.17 | 10.94 | 3.32 | 4.38 | 1.47 | 1.82 | 2.61 | 10.74 | 6.60 | 5.03 |
Data as of 06/05/2026, Common starting date is 01/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLBRX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRE) |
-8.92%
Feb 2006 – Feb 2009 |
-1.73%
Sep 2017 – Sep 2022 |
2.92%
Oct 2013 – Oct 2023 |
3.19%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLBRX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRE) |
20.81%
Feb 2009 – Feb 2012 |
16.86%
Feb 2009 – Feb 2014 |
11.02%
Feb 2009 – Feb 2019 |
8.10%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart