Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGECX (COLUMBIA PORTFOLIO BUILDER MODERATE AGGRESSIVE FUND COLUMBIA PORTFOLIO BUILDER MODERATE AGGRESSIVE FUND CLASS C) | NA | 19.49% | 15.93% | 7.51% | 7.08% | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 02/27/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGECX (COLUMBIA PORTFOLIO BUILDER MODERATE AGGRESSIVE FUND COLUMBIA PORTFOLIO BUILDER MODERATE AGGRESSIVE FUND CLASS C) | 02/27/2014 | 06/15/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 19.49 | 15.93 | 7.51 | 7.08 | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 9.65 | 10.50 | 7.61 | 7.26 | 5.02 | 3.76 | … | … |
Data as of 06/15/2026, Common starting date is 02/27/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGECX (COLUMBIA PORTFOLIO BUILDER MODERATE AGGRESSIVE FUND COLUMBIA PORTFOLIO BUILDER MODERATE AGGRESSIVE FUND CLASS C) |
-3.36%
Oct 2019 – Oct 2022 |
-0.90%
Oct 2017 – Oct 2022 |
3.56%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGECX (COLUMBIA PORTFOLIO BUILDER MODERATE AGGRESSIVE FUND COLUMBIA PORTFOLIO BUILDER MODERATE AGGRESSIVE FUND CLASS C) |
16.74%
Oct 2022 – Oct 2025 |
7.96%
Feb 2021 – Feb 2026 |
7.59%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart