Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COLMX (Columbia College A Moderate Track) | 0.90% | 4.12% | 4.34% | 1.65% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COLMX (Columbia College A Moderate Track) | 09/13/2016 | 06/05/2026 |
| 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 (%) | 0.00 | 4.12 | 4.34 | 1.65 | NA | NA | NA | … | … | 0.90 | 5.69 | 3.02 | 5.44 | -6.40 | -0.87 | 5.02 | 4.99 | 0.77 | 1.77 | -0.88 |
| Sharpe Ratio | NA | 0.64 | 0.39 | -0.32 | NA | NA | NA | … | … | -0.49 | 1.30 | -1.33 | 0.32 | -2.13 | -0.49 | 1.65 | 1.91 | -0.34 | 0.82 | -1.98 |
| Standard Deviation(%) | NA | 1.90 | 2.58 | 2.93 | NA | NA | NA | … | … | 2.00 | 2.21 | 2.68 | 3.68 | 3.66 | 1.81 | 2.90 | 1.88 | 1.59 | 1.39 | 1.58 |
| Draw Down(%) | NA | 1.21 | 2.46 | 9.56 | NA | NA | NA | … | … | 1.21 | 1.18 | 1.61 | 2.55 | 8.76 | 1.83 | 4.06 | 1.09 | 1.06 | 0.68 | 1.84 |
| 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 06/05/2026, 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 |
|---|---|---|---|---|
| COLMX (Columbia College A Moderate Track) |
-2.00%
Oct 2020 – Oct 2023 |
0.23%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COLMX (Columbia College A Moderate Track) |
5.29%
Oct 2022 – Oct 2025 |
2.38%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart