Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBGCX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CL) | 10.52% | 26.72% | 17.78% | 4.78% | 7.63% | 7.19% | 6.12% | … | … |
Data as of 06/03/2026, Common starting date is 12/21/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBGCX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CL) | 12/21/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.89 | 26.72 | 17.78 | 4.78 | 7.63 | 7.19 | 6.12 | … | … | 10.52 | 18.24 | 14.59 | 19.07 | -24.63 | 3.70 | 7.31 | 22.91 | -9.92 | 21.29 | 5.58 | -0.45 | 4.98 | 21.54 | 13.75 | -3.67 | 15.13 | 28.96 | -36.20 | 6.67 | 13.87 | 5.14 | 0.94 |
| Sharpe Ratio | NA | 2.30 | 1.23 | 0.15 | 0.39 | NA | NA | … | … | 1.95 | 1.05 | 1.03 | 1.47 | -1.24 | 0.28 | 0.25 | 2.09 | -0.83 | 3.57 | 0.47 | -0.04 | 0.51 | 2.27 | 1.23 | -0.19 | 0.91 | 1.29 | -1.22 | 0.27 | 1.08 | 0.34 | 4.41 |
| Standard Deviation(%) | NA | 10.72 | 12.30 | 14.60 | 15.25 | NA | NA | … | … | 12.86 | 14.70 | 10.69 | 10.56 | 21.07 | 13.26 | 28.35 | 10.28 | 13.73 | 5.81 | 11.44 | 12.21 | 9.77 | 9.48 | 11.23 | 19.09 | 16.54 | 22.36 | 30.38 | 13.18 | 9.72 | 8.52 | 8.66 |
| Draw Down(%) | NA | 8.05 | 15.27 | 34.81 | 34.81 | NA | NA | … | … | 8.05 | 15.27 | 7.92 | 9.08 | 29.99 | 8.27 | 31.37 | 5.97 | 19.50 | 1.56 | 10.53 | 11.24 | 7.39 | 6.84 | 10.09 | 18.56 | 13.51 | 21.52 | 45.45 | 9.35 | 9.39 | 5.72 | 0.75 |
| Yield(%) | 0.00 | 9.96 | 7.35 | 3.73 | 5.28 | 5.49 | 4.93 | … | … | 0.00 | 10.28 | 5.14 | 5.57 | 0.22 | 1.95 | 0.74 | 8.03 | 8.20 | 7.82 | 4.46 | 7.66 | 8.99 | 1.34 | 0.90 | 0.71 | 1.23 | 1.52 | 0.84 | 14.32 | 6.72 | 0.96 | 0.75 |
Data as of 06/03/2026, Common starting date is 12/21/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBGCX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CL) |
-13.81%
Feb 2006 – Feb 2009 |
-1.82%
Sep 2017 – Sep 2022 |
3.19%
Oct 2013 – Oct 2023 |
2.40%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBGCX (COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION AGGRESSIVE PORTFOLIO CL) |
22.09%
Feb 2009 – Feb 2012 |
18.46%
Feb 2009 – Feb 2014 |
11.84%
Feb 2009 – Feb 2019 |
8.81%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart