Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLIRX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CON) | 4.81% | 14.21% | 10.40% | 1.82% | 3.97% | 4.31% | 4.54% | … | … |
Data as of 06/04/2026, Common starting date is 01/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLIRX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CON) | 01/27/2006 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 14.21 | 10.40 | 1.82 | 3.97 | 4.31 | 4.54 | … | … | 4.81 | 12.50 | 7.56 | 11.84 | -19.40 | 0.08 | 6.12 | 13.71 | -4.85 | 10.79 | 4.59 | -0.65 | 4.92 | 8.23 | 10.14 | 2.82 | 11.03 | 22.89 | -18.78 | 5.88 | 6.99 |
| Sharpe Ratio | NA | 1.89 | 1.09 | -0.08 | 0.31 | NA | NA | … | … | 1.15 | 1.35 | 0.64 | 1.19 | -1.79 | 0.01 | 0.47 | 2.92 | -1.06 | 3.76 | 0.85 | -0.12 | 1.13 | 1.77 | 2.61 | 0.36 | 1.61 | 2.67 | -1.54 | 0.53 | 1.03 |
| Standard Deviation(%) | NA | 6.36 | 6.92 | 8.16 | 7.59 | NA | NA | … | … | 7.97 | 7.13 | 6.16 | 6.92 | 11.70 | 6.81 | 12.43 | 4.20 | 5.92 | 2.71 | 5.13 | 5.44 | 4.33 | 4.63 | 3.90 | 7.69 | 6.80 | 8.53 | 12.80 | 5.21 | 4.03 |
| Draw Down(%) | NA | 5.69 | 6.64 | 26.55 | 26.55 | NA | NA | … | … | 5.69 | 6.29 | 3.39 | 6.61 | 22.94 | 5.11 | 16.29 | 1.86 | 9.29 | 1.02 | 4.52 | 6.29 | 3.47 | 4.93 | 3.01 | 7.35 | 5.42 | 9.06 | 25.74 | 3.60 | 3.47 |
| Yield(%) | 0.00 | 3.16 | 3.43 | 2.30 | 3.25 | 3.94 | 4.15 | … | … | 0.00 | 3.77 | 2.80 | 3.94 | 1.32 | 2.25 | 1.91 | 4.29 | 6.14 | 4.22 | 3.29 | 4.77 | 9.27 | 5.51 | 5.27 | 2.22 | 2.40 | 3.58 | 6.45 | 6.16 | 5.30 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CLIRX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CON) |
-5.22%
Sep 2019 – Sep 2022 |
-1.79%
Sep 2017 – Sep 2022 |
1.41%
Oct 2013 – Oct 2023 |
2.58%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLIRX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CON) |
15.48%
Feb 2009 – Feb 2012 |
12.16%
Feb 2009 – Feb 2014 |
7.77%
Feb 2009 – Feb 2019 |
5.45%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart