Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBIAX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRE) | 8.56% | 22.78% | 15.91% | 4.08% | 6.71% | 6.61% | 6.38% | … | … |
Data as of 06/03/2026, Common starting date is 12/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBIAX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRE) | 12/20/1996 | 06/03/2026 |
| 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 (%) | 0.74 | 22.78 | 15.91 | 4.08 | 6.71 | 6.61 | 6.38 | … | … | 8.56 | 16.94 | 13.03 | 17.49 | -21.78 | 0.17 | 8.09 | 21.31 | -7.82 | 15.75 | 6.12 | 0.36 | 5.47 | 17.58 | 12.43 | -0.96 | 15.32 | 30.47 | -28.31 | 7.94 | 12.22 | 5.74 | 10.18 | 24.10 | -10.32 | -3.18 | 7.05 | 12.53 | 8.28 | 6.14 | 0.17 |
| Sharpe Ratio | NA | 2.28 | 1.28 | 0.12 | 0.40 | NA | NA | … | … | 1.78 | 1.18 | 1.03 | 1.53 | -1.32 | 0.01 | 0.34 | 2.39 | -0.83 | 2.75 | 0.63 | 0.03 | 0.68 | 2.22 | 1.50 | -0.06 | 1.21 | 1.78 | -1.20 | 0.48 | 1.30 | 0.55 | 1.31 | 2.35 | -0.93 | -0.63 | 0.27 | 1.08 | 0.42 | 0.31 | 0.95 |
| Standard Deviation(%) | NA | 9.07 | 10.33 | 12.53 | 12.74 | NA | NA | … | … | 10.98 | 12.01 | 9.10 | 9.15 | 17.67 | 12.49 | 22.93 | 8.31 | 11.15 | 5.50 | 9.36 | 9.97 | 7.98 | 7.90 | 8.34 | 15.40 | 12.58 | 17.04 | 24.32 | 9.99 | 6.80 | 6.32 | 7.03 | 9.93 | 12.38 | 9.11 | 10.65 | 8.50 | 11.32 | 7.92 | 3.40 |
| Draw Down(%) | NA | 7.14 | 12.34 | 33.12 | 33.12 | NA | NA | … | … | 7.14 | 12.34 | 6.21 | 8.06 | 27.07 | 9.31 | 26.73 | 4.54 | 15.89 | 3.27 | 8.74 | 9.42 | 5.94 | 6.24 | 7.34 | 15.03 | 10.38 | 16.69 | 38.21 | 6.75 | 6.10 | 4.87 | 6.31 | 7.80 | 19.18 | 13.99 | 5.78 | 5.51 | 16.07 | 8.98 | 0.29 |
| Yield(%) | 0.00 | 8.00 | 6.95 | 3.89 | 5.19 | 5.59 | 5.50 | … | … | 0.00 | 8.48 | 6.97 | 4.96 | 1.11 | 3.21 | 1.52 | 8.29 | 8.33 | 5.31 | 5.16 | 7.41 | 11.20 | 3.58 | 4.64 | 1.71 | 1.94 | 2.89 | 10.95 | 6.86 | 5.36 | 7.89 | 2.98 | 1.96 | 2.08 | 3.98 | 11.60 | 4.77 | 2.09 | 6.05 | 1.53 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| NBIAX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRE) |
-8.68%
Feb 2006 – Feb 2009 |
-2.32%
Feb 2004 – Feb 2009 |
1.92%
Feb 1999 – Feb 2009 |
3.28%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBIAX (COLUMBIA CAPITAL ALLOCATION MODERATE AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE AGGRE) |
21.07%
Feb 2009 – Feb 2012 |
17.12%
Feb 2009 – Feb 2014 |
11.00%
Feb 2009 – Feb 2019 |
8.45%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart