Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLNVX (COLUMBIA MULTI-ASSET INCOME FUND COLUMBIA MULTI-ASSET INCOME FUND CLASS R5) | NA | 5.61% | 6.73% | 7.98% | 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 |
|---|---|---|
| CLNVX (COLUMBIA MULTI-ASSET INCOME FUND COLUMBIA MULTI-ASSET INCOME FUND CLASS R5) | 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 | 5.61 | 6.73 | 7.98 | NA | NA | NA | … | … | -0.20 | 7.41 | 17.81 | -6.04 | 9.23 | 9.98 | -4.88 |
| Sharpe Ratio | NA | 0.32 | 0.57 | 0.88 | NA | NA | NA | … | … | -0.59 | 0.48 | 3.56 | -1.10 | 2.85 | 1.75 | -1.13 |
| Standard Deviation(%) | NA | 15.02 | 9.80 | 8.09 | NA | NA | NA | … | … | 3.71 | 15.04 | 4.61 | 6.68 | 3.03 | 5.55 | 5.67 |
| Draw Down(%) | NA | 23.08 | 23.08 | 23.08 | NA | NA | NA | … | … | 0.91 | 23.08 | 1.84 | 10.20 | 1.84 | 4.48 | 7.77 |
| Yield(%) | 0.26 | 5.69 | 6.01 | 6.19 | 3.20 | 2.13 | 1.60 | … | … | 0.60 | 5.60 | 6.49 | 6.24 | 5.25 | 5.61 | 4.07 |
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 |
|---|---|---|---|---|
| CLNVX (COLUMBIA MULTI-ASSET INCOME FUND COLUMBIA MULTI-ASSET INCOME FUND CLASS R5) |
0.30%
Mar 2017 – Mar 2020 |
2.77%
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 |
|---|---|---|---|---|
| CLNVX (COLUMBIA MULTI-ASSET INCOME FUND COLUMBIA MULTI-ASSET INCOME FUND CLASS R5) |
7.29%
Sep 2015 – Sep 2018 |
7.82%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart