Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMGEX (Columbia Moderate Growth E Aggr Track) | 7.41% | 19.17% | 14.23% | 6.79% | 8.86% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMGEX (Columbia Moderate Growth E Aggr 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 (%) | 0.47 | 19.17 | 14.23 | 6.79 | 8.86 | NA | NA | … | … | 7.41 | 15.47 | 12.56 | 16.20 | -15.99 | 13.60 | 14.66 | 19.72 | -5.61 | 14.50 | 8.00 | -0.61 | 14.97 | 2.74 |
| Sharpe Ratio | NA | 2.00 | 1.16 | 0.06 | 0.15 | NA | NA | … | … | 1.55 | 1.15 | 0.68 | 1.29 | -1.03 | 0.09 | 0.70 | 2.50 | -0.69 | 3.04 | 0.87 | -0.06 | 1.48 | 2.78 |
| Standard Deviation(%) | NA | 8.52 | 9.86 | 68.48 | 49.10 | NA | NA | … | … | 10.16 | 11.15 | 8.86 | 9.32 | 16.96 | 152.08 | 20.38 | 7.33 | 10.03 | 4.59 | 8.96 | 9.83 | 10.13 | 5.60 |
| Draw Down(%) | NA | 6.38 | 11.48 | 48.16 | 48.16 | NA | NA | … | … | 6.38 | 11.20 | 4.70 | 8.75 | 21.44 | 48.16 | 24.05 | 4.04 | 13.19 | 1.43 | 7.35 | 8.30 | 5.32 | 1.38 |
| 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 |
|---|---|---|---|---|
| CMGEX (Columbia Moderate Growth E Aggr Track) |
1.29%
Apr 2021 – Apr 2024 |
2.97%
Mar 2015 – Mar 2020 |
6.63%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMGEX (Columbia Moderate Growth E Aggr Track) |
15.96%
Dec 2018 – Dec 2021 |
11.37%
Oct 2016 – Oct 2021 |
9.26%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart