Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLNAX (COLUMBIA MULTI-ASSET INCOME FUND COLUMBIA MULTI-ASSET INCOME FUND CLASS A) | NA | 5.32% | 6.46% | 7.66% | NA | NA | NA | … | … |
Data as of 02/05/2021, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLNAX (COLUMBIA MULTI-ASSET INCOME FUND COLUMBIA MULTI-ASSET INCOME FUND CLASS A) | 03/30/2015 | 02/05/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 5.32 | 6.46 | 7.66 | NA | NA | NA | … | … | -0.20 | 7.12 | 17.59 | -6.32 | 8.90 | 9.53 | -5.10 |
| Sharpe Ratio | NA | 0.31 | 0.54 | 0.84 | NA | NA | NA | … | … | -0.55 | 0.46 | 3.57 | -1.15 | 2.67 | 1.66 | -1.18 |
| Standard Deviation(%) | NA | 14.97 | 9.74 | 8.06 | NA | NA | NA | … | … | 3.95 | 14.97 | 4.54 | 6.62 | 3.11 | 5.59 | 5.66 |
| Draw Down(%) | NA | 23.09 | 23.09 | 23.09 | NA | NA | NA | … | … | 0.91 | 23.09 | 1.86 | 10.25 | 1.74 | 4.48 | 7.91 |
| Yield(%) | 0.26 | 5.42 | 5.74 | 5.88 | 3.03 | 2.02 | 1.52 | … | … | 0.57 | 5.35 | 6.17 | 5.97 | 4.93 | 5.30 | 3.85 |
Data as of 02/05/2021, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLNAX (COLUMBIA MULTI-ASSET INCOME FUND COLUMBIA MULTI-ASSET INCOME FUND CLASS A) |
0.04%
Mar 2017 – Mar 2020 |
2.47%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLNAX (COLUMBIA MULTI-ASSET INCOME FUND COLUMBIA MULTI-ASSET INCOME FUND CLASS A) |
6.97%
Sep 2015 – Sep 2018 |
7.51%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
