Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMOLX (Columbia Moderately Conserv A Aggr Trac) | 3.72% | 10.99% | 8.98% | 3.79% | 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 |
|---|---|---|
| CMOLX (Columbia Moderately Conserv A Aggr Trac) | 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 (%) | 0.24 | 10.99 | 8.98 | 3.79 | NA | NA | NA | … | … | 3.72 | 10.35 | 7.29 | 10.60 | -12.57 | 6.07 | 9.45 | 12.23 | -2.56 | 7.71 | 0.83 |
| Sharpe Ratio | NA | 1.82 | 1.05 | 0.20 | NA | NA | NA | … | … | 1.14 | 1.27 | 0.21 | 1.07 | -1.46 | 1.39 | 0.93 | 3.19 | -0.80 | 3.22 | 0.75 |
| Standard Deviation(%) | NA | 4.83 | 5.75 | 6.56 | NA | NA | NA | … | … | 5.77 | 6.00 | 5.39 | 5.96 | 9.61 | 4.36 | 9.85 | 3.39 | 4.81 | 2.21 | 3.38 |
| Draw Down(%) | NA | 3.82 | 5.78 | 16.79 | NA | NA | NA | … | … | 3.82 | 5.45 | 2.77 | 5.61 | 16.32 | 2.16 | 12.66 | 1.43 | 6.37 | 0.75 | 1.70 |
| 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 |
|---|---|---|---|---|
| CMOLX (Columbia Moderately Conserv A Aggr Trac) |
-0.22%
Apr 2021 – Apr 2024 |
1.76%
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 |
|---|---|---|---|---|
| CMOLX (Columbia Moderately Conserv A Aggr Trac) |
9.95%
Sep 2022 – Sep 2025 |
6.52%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart