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
CMOHX (Columbia Moderate Growth A -Cons Track) 7.32% 18.89% 13.95% 6.53% NA NA NA
Data as of 06/04/2026, Common starting date is 09/13/2016
More Performance Analytics Comparison
Name Start Date End Date
CMOHX (Columbia Moderate Growth A -Cons Track) 09/13/2016 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
Annualized Return (%) 0.49 18.89 13.95 6.53 NA NA NA 7.32 15.19 12.30 15.89 -16.18 13.33 14.37 19.41 -5.82 14.18 2.58
Sharpe Ratio NA 1.96 1.13 0.36 NA NA NA 1.53 1.12 0.65 1.26 -1.05 1.57 0.69 2.45 -0.71 2.98 1.15
Standard Deviation(%) NA 8.50 9.86 11.37 NA NA NA 10.14 11.16 8.84 9.33 16.79 8.49 20.42 7.34 10.03 4.57 7.41
Draw Down(%) NA 6.40 11.56 22.17 NA NA NA 6.40 11.24 4.73 8.81 21.75 4.26 24.05 4.06 13.23 1.44 3.43
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
Data as of 06/04/2026, Common starting date is 09/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CMOHX (Columbia Moderate Growth A -Cons Track) 1.04%
Apr 2021 – Apr 2024
3.58%
Sep 2017 – Sep 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CMOHX (Columbia Moderate Growth A -Cons Track) 15.67%
Dec 2018 – Dec 2021
11.09%
Oct 2016 – Oct 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return