Fund & Portfolio Comparison

Performance Comparison
Comparison Box

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

3-Year Annualized Rolling Return