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
CMCDX (Columbia Mod Conservative C-Cons Track) 3.42% 10.19% 8.17% 3.01% 4.30% NA NA
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
Name Start Date End Date
CMCDX (Columbia Mod Conservative C-Cons Track) 10/23/2013 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.23 10.19 8.17 3.01 4.30 NA NA 3.42 9.51 6.89 10.05 -13.44 5.33 8.57 11.42 -3.33 6.95 4.58 -1.74 3.80 1.13
Sharpe Ratio NA 1.64 0.91 0.08 0.44 NA NA 0.99 1.13 0.06 1.01 -1.56 1.17 0.83 2.92 -0.96 2.77 1.02 -0.37 1.08 2.18
Standard Deviation(%) NA 4.87 5.74 6.49 6.10 NA NA 5.83 5.99 5.36 5.80 9.51 4.55 9.99 3.43 4.85 2.29 4.30 4.82 3.51 2.84
Draw Down(%) NA 3.86 6.03 17.45 17.45 NA NA 3.86 5.55 2.83 5.81 16.90 2.20 12.71 1.49 6.87 0.80 3.24 4.96 2.48 0.75
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CMCDX (Columbia Mod Conservative C-Cons Track) -0.96%
Apr 2021 – Apr 2024
1.00%
Sep 2017 – Sep 2022
2.62%
Nov 2013 – Nov 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CMCDX (Columbia Mod Conservative C-Cons Track) 9.11%
Sep 2022 – Sep 2025
5.92%
Feb 2016 – Feb 2021
4.62%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return