Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPTYX (Columbia Retirement Plus 2030 Z) | NA | -1.30% | 10.83% | -2.84% | NA | NA | NA | … | … |
Data as of 06/05/2012, Common starting date is 10/27/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPTYX (Columbia Retirement Plus 2030 Z) | 10/27/2006 | 06/05/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.30 | 10.83 | -2.84 | NA | NA | NA | … | … | 3.17 | -0.85 | 13.09 | 20.54 | -35.69 | 6.11 | 4.15 |
| Sharpe Ratio | NA | -0.14 | 0.68 | -0.15 | NA | NA | NA | … | … | 0.86 | -0.05 | 0.77 | 0.95 | -1.11 | 0.18 | 1.19 |
| Standard Deviation(%) | NA | 17.11 | 15.81 | 22.00 | NA | NA | NA | … | … | 8.87 | 17.76 | 16.85 | 21.58 | 32.92 | 16.72 | 19.65 |
| Draw Down(%) | NA | 16.59 | 17.23 | 52.67 | NA | NA | NA | … | … | 7.63 | 17.23 | 14.08 | 23.81 | 45.31 | 11.19 | 5.70 |
| Yield(%) | 0.00 | 2.78 | 3.18 | 2.73 | 1.84 | 1.23 | 0.92 | … | … | 0.00 | 2.85 | 1.93 | 3.68 | 0.25 | 8.67 | 3.25 |
Data as of 06/05/2012, Common starting date is 10/27/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPTYX (Columbia Retirement Plus 2030 Z) |
-10.77%
Jun 2007 – Jun 2010 |
-2.79%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPTYX (Columbia Retirement Plus 2030 Z) |
20.62%
Feb 2009 – Feb 2012 |
-0.03%
Feb 2007 – Feb 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart