Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPVRX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO CLASS K) | NA | 6.02% | 2.97% | 3.52% | 4.35% | NA | NA | … | … |
Data as of 03/09/2018, Common starting date is 03/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPVRX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO CLASS K) | 03/22/2004 | 03/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 6.02 | 2.97 | 3.52 | 4.35 | NA | NA | … | … | -0.69 | 7.96 | 4.12 | -0.91 | 4.65 | 4.45 | 9.04 | 1.94 | 8.64 | 16.03 | -11.78 | 2.56 | 5.27 | 2.29 | 4.29 |
| Sharpe Ratio | NA | 1.85 | 0.80 | 1.02 | 0.93 | NA | NA | … | … | -0.95 | 3.45 | 1.14 | -0.26 | 1.70 | 1.25 | 3.38 | 0.42 | 1.70 | 2.54 | -1.77 | -0.09 | 0.40 | 0.03 | 1.32 |
| Standard Deviation(%) | NA | 2.84 | 3.26 | 3.24 | 4.43 | NA | NA | … | … | 4.90 | 2.13 | 3.40 | 3.62 | 2.73 | 3.53 | 2.68 | 4.57 | 5.04 | 6.28 | 7.17 | 5.36 | 4.94 | 4.23 | 3.40 |
| Draw Down(%) | NA | 3.29 | 5.96 | 5.96 | 16.84 | NA | NA | … | … | 3.29 | 1.01 | 2.73 | 4.71 | 2.08 | 4.21 | 1.72 | 5.36 | 3.58 | 5.66 | 16.84 | 4.63 | 3.11 | 2.31 | 3.17 |
| Yield(%) | 0.00 | 2.40 | 2.72 | 4.24 | 4.08 | 3.59 | 2.69 | … | … | 0.00 | 2.42 | 2.20 | 3.84 | 7.65 | 6.17 | 4.78 | 4.44 | 2.57 | 2.72 | 3.44 | 4.32 | 3.96 | 3.27 | 1.77 |
Data as of 03/09/2018, Common starting date is 03/22/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPVRX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO CLASS K) |
-3.22%
Feb 2006 – Feb 2009 |
0.96%
Apr 2004 – Apr 2009 |
3.46%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPVRX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO CLASS K) |
11.43%
Feb 2009 – Feb 2012 |
9.03%
Feb 2009 – Feb 2014 |
4.50%
May 2004 – May 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart