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
CLNFX (COLUMBIA MULTI-ASSET INCOME FUND COLUMBIA MULTI-ASSET INCOME FUND CLASS R4) NA 5.57% 6.72% 7.94% 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
CLNFX (COLUMBIA MULTI-ASSET INCOME FUND COLUMBIA MULTI-ASSET INCOME FUND CLASS R4) 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 5.57 6.72 7.94 NA NA NA -0.20 7.38 17.89 -6.08 9.18 9.82 -4.91
Sharpe Ratio NA 0.32 0.57 0.87 NA NA NA -0.55 0.47 3.62 -1.11 2.82 1.72 -1.13
Standard Deviation(%) NA 14.99 9.77 8.07 NA NA NA 3.95 14.99 4.55 6.69 3.04 5.57 5.67
Draw Down(%) NA 23.08 23.08 23.08 NA NA NA 0.91 23.08 1.84 10.21 1.84 4.48 7.78
Yield(%) 0.26 5.65 5.98 6.15 3.17 2.11 1.59 0.59 5.57 6.44 6.21 5.19 5.56 4.04
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
CLNFX (COLUMBIA MULTI-ASSET INCOME FUND COLUMBIA MULTI-ASSET INCOME FUND CLASS R4) 0.26%
Mar 2017 – Mar 2020
2.72%
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
CLNFX (COLUMBIA MULTI-ASSET INCOME FUND COLUMBIA MULTI-ASSET INCOME FUND CLASS R4) 7.25%
Sep 2015 – Sep 2018
7.78%
Jan 2016 – Jan 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return