Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPDAX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CLASS R4) | NA | 22.18% | 0.54% | 3.73% | 5.53% | NA | NA | … | … |
Data as of 11/25/2024, Common starting date is 06/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPDAX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CLASS R4) | 06/17/2013 | 11/25/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 22.18 | 0.54 | 3.73 | 5.53 | 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(%) | 2.30 | 1.91 | 2.34 | 5.00 | 4.15 | 3.11 | … | … |
Data as of 11/25/2024, 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 |
|---|---|---|---|---|
| CPDAX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CLASS R4) |
-4.98%
Dec 2019 – Dec 2022 |
-0.98%
Sep 2017 – Sep 2022 |
3.79%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPDAX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CLASS R4) |
13.29%
Sep 2015 – Sep 2018 |
11.55%
Apr 2016 – Apr 2021 |
5.84%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart