Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPAOX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO CLASS R5) | NA | 4.33% | -1.63% | 2.03% | 2.70% | NA | NA | … | … |
Data as of 04/19/2024, Common starting date is 06/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPAOX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE 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 (%) | 4.33 | -1.63 | 2.03 | 2.70 | 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(%) | 3.70 | 4.62 | 4.46 | 4.23 | 3.12 | 2.34 | … | … |
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 |
|---|---|---|---|---|
| CPAOX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO CLASS R5) |
-2.08%
Oct 2020 – Oct 2023 |
0.51%
Sep 2017 – Sep 2022 |
2.15%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPAOX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO CLASS R5) |
7.73%
Dec 2018 – Dec 2021 |
5.92%
Jan 2016 – Jan 2021 |
3.04%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart