Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLRFX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS K) | NA | 10.99% | 7.03% | 9.30% | NA | NA | NA | … | … |
Data as of 03/09/2018, Common starting date is 03/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLRFX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS K) | 03/08/2011 | 03/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.13 | 10.99 | 7.03 | 9.30 | NA | NA | NA | … | … | 1.23 | 14.06 | 6.24 | 1.74 | 10.08 | 21.11 | 13.69 | -2.05 |
| Sharpe Ratio | NA | 1.57 | 0.84 | 1.18 | NA | NA | NA | … | … | 0.46 | 3.31 | 0.75 | 0.18 | 1.39 | 2.83 | 1.70 | -0.16 |
| Standard Deviation(%) | NA | 6.52 | 7.97 | 7.76 | NA | NA | NA | … | … | 12.50 | 4.07 | 8.01 | 9.69 | 7.24 | 7.46 | 8.10 | 15.77 |
| Draw Down(%) | NA | 7.09 | 7.91 | 7.91 | NA | NA | NA | … | … | 7.09 | 1.24 | 5.86 | 7.77 | 4.94 | 4.75 | 6.38 | 12.75 |
| Yield(%) | 0.00 | 2.79 | 2.71 | 3.24 | 2.36 | 1.57 | 1.18 | … | … | 0.00 | 2.89 | 1.53 | 3.81 | 4.89 | 1.01 | 1.37 | 4.07 |
Data as of 03/09/2018, Common starting date is 03/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLRFX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS K) |
5.97%
Dec 2013 – Dec 2016 |
8.56%
Apr 2011 – Apr 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLRFX (COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS K) |
16.47%
Sep 2011 – Sep 2014 |
11.98%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart