Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CPSTX (Columbia Aggressive Growth A Aggr Trac) 10.21% 25.60% 18.39% 9.66% 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
CPSTX (Columbia Aggressive Growth 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 (%) 0.62 25.60 18.39 9.66 NA NA NA 10.21 19.06 17.21 20.79 -16.58 20.51 14.77 24.91 -9.01 19.76 4.47
Sharpe Ratio NA 1.99 1.14 0.45 NA NA NA 1.68 1.02 0.89 1.32 -0.78 1.63 0.47 2.06 -0.70 2.83 1.32
Standard Deviation(%) NA 11.74 13.73 15.83 NA NA NA 13.77 16.22 12.12 12.66 23.02 12.55 30.83 11.39 14.77 6.80 11.63
Draw Down(%) NA 8.57 16.54 24.36 NA NA NA 8.57 16.54 7.71 10.81 24.34 5.86 33.36 6.69 19.19 2.15 4.89
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
CPSTX (Columbia Aggressive Growth A Aggr Trac) 0.34%
Mar 2017 – Mar 2020
4.92%
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
CPSTX (Columbia Aggressive Growth A Aggr Trac) 20.06%
Sep 2022 – Sep 2025
14.88%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return