Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMCNX (Columbia Moderately Conserv C Agg Trac) | 3.01% | 9.39% | 7.87% | 2.86% | 4.27% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMCNX (Columbia Moderately Conserv C Agg Trac) | 10/23/2013 | 06/11/2026 |
| 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 (%) | -0.39 | 9.39 | 7.87 | 2.86 | 4.27 | NA | NA | … | … | 3.01 | 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 | 1.30 | 0.79 | 0.04 | 0.42 | NA | NA | … | … | 0.54 | 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 | 5.00 | 5.76 | 6.50 | 6.10 | NA | NA | … | … | 5.94 | 6.00 | 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 06/11/2026, 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 |
|---|---|---|---|---|
| CMCNX (Columbia Moderately Conserv C Agg Trac) |
-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 |
|---|---|---|---|---|
| CMCNX (Columbia Moderately Conserv C Agg Trac) |
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