Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPCCX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLI) | 1.44% | 8.51% | 6.79% | 0.11% | 2.11% | 2.44% | 2.82% | … | … |
Data as of 06/05/2026, Common starting date is 03/22/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPCCX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLI) | 03/22/2004 | 06/05/2026 |
| 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 (%) | -1.01 | 8.51 | 6.79 | 0.11 | 2.11 | 2.44 | 2.82 | … | … | 1.44 | 9.65 | 4.67 | 8.52 | -17.37 | -1.65 | 5.98 | 9.83 | -4.14 | 7.09 | 3.62 | -1.74 | 3.84 | 3.41 | 8.04 | 1.85 | 7.77 | 15.00 | -12.54 | 5.31 | 4.35 | 1.46 | 3.45 |
| Sharpe Ratio | NA | 1.43 | 0.76 | -0.34 | 0.11 | NA | NA | … | … | 0.58 | 1.30 | 0.20 | 0.78 | -2.16 | -0.35 | 0.73 | 3.01 | -1.44 | 3.06 | 0.97 | -0.49 | 1.40 | 0.96 | 3.02 | 0.39 | 1.55 | 2.38 | -1.91 | 0.60 | 0.20 | -0.22 | 0.99 |
| Standard Deviation(%) | NA | 5.10 | 5.57 | 6.36 | 5.52 | NA | NA | … | … | 6.26 | 5.21 | 5.15 | 6.28 | 8.74 | 4.75 | 7.86 | 2.78 | 3.84 | 2.11 | 3.51 | 3.60 | 2.73 | 3.51 | 2.67 | 4.62 | 4.96 | 6.27 | 7.04 | 3.64 | 4.62 | 3.62 | 3.41 |
| Draw Down(%) | NA | 4.75 | 6.01 | 23.80 | 23.80 | NA | NA | … | … | 4.75 | 3.93 | 3.06 | 6.01 | 20.59 | 4.33 | 11.30 | 0.88 | 6.73 | 1.01 | 2.62 | 5.09 | 2.19 | 4.29 | 1.72 | 5.00 | 3.67 | 5.86 | 17.21 | 2.07 | 2.91 | 2.13 | 3.28 |
| Yield(%) | 0.00 | 2.06 | 2.52 | 1.66 | 2.01 | 2.74 | 2.91 | … | … | 0.00 | 2.73 | 2.64 | 2.59 | 0.82 | 1.20 | 1.50 | 2.49 | 3.62 | 1.60 | 1.73 | 2.99 | 6.76 | 5.26 | 3.84 | 4.24 | 1.78 | 2.08 | 2.61 | 7.07 | 2.97 | 1.87 | 0.84 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| RPCCX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLI) |
-5.41%
Oct 2020 – Oct 2023 |
-2.18%
Sep 2017 – Sep 2022 |
0.24%
Oct 2013 – Oct 2023 |
1.39%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPCCX (COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION CONSERVATIVE PORTFOLI) |
10.70%
Feb 2009 – Feb 2012 |
8.22%
Feb 2009 – Feb 2014 |
5.10%
Feb 2009 – Feb 2019 |
3.74%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart