Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAIJX (COLUMBIA ADAPTIVE RETIREMENT 2055 FUND INSTITUTIONAL 3 CLASS) | NA | 339,044.56% | 1,407.76% | 447.05% | NA | NA | NA | … | … |
Data as of 12/08/2023, Common starting date is 04/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAIJX (COLUMBIA ADAPTIVE RETIREMENT 2055 FUND INSTITUTIONAL 3 CLASS) | 04/05/2018 | 12/08/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 328,532.59 | 339,044.56 | 1,407.76 | 447.05 | NA | NA | NA | … | … | -2.96 | -17.50 | 16.41 | 15.93 | 29.28 | -6.10 |
| Sharpe Ratio | NA | -0.69 | -0.28 | 0.37 | NA | NA | NA | … | … | -0.48 | -1.70 | 1.44 | 1.03 | 2.55 | -0.83 |
| Standard Deviation(%) | NA | 15.09 | 12.66 | 13.06 | NA | NA | NA | … | … | 15.42 | 11.17 | 11.36 | 15.13 | 10.91 | 11.52 |
| Draw Down(%) | NA | 12.25 | 20.97 | 20.97 | NA | NA | NA | … | … | 12.25 | 20.58 | 5.48 | 16.89 | 5.27 | 13.98 |
| Yield(%) | 9.14 | 28.86 | 14.45 | 13.52 | 6.54 | 4.36 | 3.27 | … | … | 106.08 | 18.41 | 14.95 | 5.32 | 8.30 | 5.01 |
Data as of 12/08/2023, Common starting date is 04/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAIJX (COLUMBIA ADAPTIVE RETIREMENT 2055 FUND INSTITUTIONAL 3 CLASS) |
2.14%
Nov 2020 – Nov 2023 |
5.70%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAIJX (COLUMBIA ADAPTIVE RETIREMENT 2055 FUND INSTITUTIONAL 3 CLASS) |
20.38%
Dec 2018 – Dec 2021 |
7.72%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart