Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPAMX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS R5) | NA | 9.37% | 0.06% | 4.92% | 5.40% | NA | NA | … | … |
Data as of 04/19/2024, Common starting date is 06/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPAMX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS R5) | 06/17/2013 | 04/19/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.37 | 0.06 | 4.92 | 5.40 | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 4.96 | 6.94 | 7.17 | 6.83 | 4.97 | 3.72 | … | … |
Data as of 04/19/2024, Common starting date is 06/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPAMX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS R5) |
0.62%
Sep 2019 – Sep 2022 |
2.20%
Sep 2017 – Sep 2022 |
4.60%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPAMX (COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE PORTFOLIO CLASS R5) |
13.48%
Dec 2018 – Dec 2021 |
9.84%
Feb 2016 – Feb 2021 |
5.79%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart