Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBGPX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRE) | 8.75% | 22.86% | 16.26% | 4.22% | 7.21% | 7.13% | 6.79% | … | … |
Data as of 06/04/2026, Common starting date is 12/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBGPX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRE) | 12/20/1996 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 22.86 | 16.26 | 4.22 | 7.21 | 7.13 | 6.79 | … | … | 8.75 | 17.29 | 13.35 | 17.73 | -21.56 | 0.34 | 8.39 | 21.67 | -7.61 | 18.84 | 6.49 | 0.53 | 5.74 | 17.89 | 12.73 | -0.80 | 15.62 | 30.80 | -28.03 | 8.12 | 12.53 | 6.03 | 10.45 | 24.43 | -10.14 | -2.89 | 7.21 | 12.65 | 8.38 | 6.35 | 0.18 |
| Sharpe Ratio | NA | 2.30 | 1.31 | 0.14 | 0.44 | NA | NA | … | … | 1.79 | 1.20 | 1.07 | 1.55 | -1.30 | 0.03 | 0.35 | 2.42 | -0.81 | 3.86 | 0.67 | 0.05 | 0.71 | 2.25 | 1.53 | -0.05 | 1.23 | 1.80 | -1.19 | 0.50 | 1.34 | 0.60 | 1.35 | 2.39 | -0.92 | -0.60 | 0.28 | 1.11 | 0.43 | 0.34 | 1.08 |
| Standard Deviation(%) | NA | 9.06 | 10.32 | 12.55 | 12.71 | NA | NA | … | … | 10.96 | 12.02 | 9.07 | 9.15 | 17.73 | 12.52 | 22.89 | 8.33 | 11.17 | 4.74 | 9.35 | 10.01 | 8.08 | 7.93 | 8.37 | 15.42 | 12.64 | 17.03 | 24.32 | 9.94 | 6.84 | 6.31 | 7.03 | 9.92 | 12.32 | 9.07 | 10.60 | 8.39 | 11.31 | 7.90 | 3.39 |
| Draw Down(%) | NA | 7.16 | 12.32 | 32.98 | 32.98 | NA | NA | … | … | 7.16 | 12.32 | 6.15 | 8.11 | 26.99 | 9.29 | 26.72 | 4.63 | 15.64 | 1.37 | 8.68 | 9.31 | 5.96 | 6.24 | 7.34 | 15.02 | 10.34 | 16.58 | 37.93 | 6.69 | 6.19 | 4.81 | 6.18 | 7.82 | 19.08 | 13.93 | 5.79 | 5.44 | 16.03 | 8.98 | 0.29 |
| Yield(%) | 0.00 | 8.19 | 7.22 | 4.07 | 5.68 | 6.09 | 5.89 | … | … | 0.00 | 8.78 | 7.26 | 5.24 | 1.33 | 3.48 | 1.76 | 8.59 | 8.57 | 8.20 | 5.43 | 7.68 | 11.46 | 3.84 | 4.91 | 1.97 | 2.20 | 3.15 | 11.17 | 7.12 | 5.63 | 8.17 | 3.22 | 2.21 | 2.29 | 4.19 | 11.85 | 4.96 | 2.27 | 6.26 | 1.54 |
Data as of 06/04/2026, Common starting date is 12/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBGPX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRE) |
-8.39%
Feb 2006 – Feb 2009 |
-2.05%
Feb 2004 – Feb 2009 |
2.17%
Feb 1999 – Feb 2009 |
3.71%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBGPX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRE) |
21.34%
Feb 2009 – Feb 2012 |
17.39%
Feb 2009 – Feb 2014 |
11.54%
Feb 2009 – Feb 2019 |
8.89%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart