Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NIPAX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CON) | 4.84% | 14.58% | 10.91% | 2.25% | 4.43% | 4.80% | 5.03% | … | … |
Data as of 06/04/2026, Common starting date is 12/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NIPAX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CON) | 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 (%) | 0.27 | 14.58 | 10.91 | 2.25 | 4.43 | 4.80 | 5.03 | … | … | 4.84 | 13.18 | 8.07 | 12.30 | -19.01 | 0.41 | 6.57 | 14.30 | -4.34 | 11.21 | 5.19 | -0.14 | 5.42 | 8.80 | 10.72 | 3.29 | 11.61 | 23.49 | -18.51 | 6.46 | 9.32 | 4.33 | 6.67 | 15.30 | -3.42 | 2.64 | 5.81 | 4.82 | 8.09 | 8.01 | 0.18 |
| Sharpe Ratio | NA | 1.93 | 1.15 | -0.03 | 0.37 | NA | NA | … | … | 1.14 | 1.42 | 0.71 | 1.27 | -1.74 | 0.06 | 0.50 | 3.14 | -0.97 | 3.91 | 0.96 | -0.03 | 1.26 | 1.90 | 2.78 | 0.43 | 1.68 | 2.74 | -1.52 | 0.63 | 1.48 | 0.57 | 1.36 | 2.96 | -0.78 | 0.02 | 0.35 | 0.26 | 0.86 | 1.24 | 1.46 |
| Standard Deviation(%) | NA | 6.47 | 6.99 | 8.23 | 7.64 | NA | NA | … | … | 8.09 | 7.28 | 6.23 | 6.84 | 11.79 | 6.86 | 12.50 | 4.09 | 5.93 | 2.71 | 5.17 | 5.33 | 4.30 | 4.61 | 3.86 | 7.66 | 6.84 | 8.55 | 12.73 | 5.27 | 4.01 | 3.66 | 4.17 | 4.93 | 5.85 | 10.61 | 4.53 | 5.56 | 5.39 | 3.46 | 2.61 |
| Draw Down(%) | NA | 5.82 | 6.56 | 26.19 | 26.19 | NA | NA | … | … | 5.82 | 6.32 | 3.36 | 6.42 | 22.65 | 5.01 | 16.29 | 1.89 | 8.87 | 1.03 | 4.49 | 5.95 | 3.40 | 4.90 | 2.96 | 7.30 | 5.35 | 8.90 | 25.55 | 3.62 | 3.49 | 2.74 | 4.19 | 3.47 | 8.89 | 6.94 | 2.24 | 2.80 | 5.74 | 2.93 | 0.20 |
| Yield(%) | 0.00 | 3.63 | 4.00 | 2.75 | 3.77 | 4.47 | 4.66 | … | … | 0.00 | 4.40 | 3.41 | 4.53 | 1.80 | 2.82 | 2.43 | 4.90 | 6.73 | 4.81 | 3.85 | 5.35 | 9.88 | 6.10 | 5.87 | 2.77 | 2.95 | 4.18 | 6.94 | 6.72 | 5.91 | 9.52 | 3.78 | 3.12 | 3.09 | 4.17 | 7.01 | 5.55 | 3.51 | 4.93 | 2.62 |
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 |
|---|---|---|---|---|
| NIPAX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CON) |
-4.87%
Sep 2019 – Sep 2022 |
-1.37%
Sep 2017 – Sep 2022 |
1.89%
Oct 2013 – Oct 2023 |
3.06%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIPAX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CON) |
16.07%
Feb 2009 – Feb 2012 |
12.71%
Feb 2009 – Feb 2014 |
8.32%
Feb 2009 – Feb 2019 |
6.65%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart