AXBAX vs. AFMBX
Compare and contrast key facts about Columbia Capital Allocation Aggressive Portfolio (AXBAX) and American Funds American Balanced Fund Class F-3 (AFMBX).
AXBAX is managed by Columbia. It was launched on Mar 3, 2004. AFMBX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
AXBAX vs. AFMBX - Performance Comparison
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AXBAX vs. AFMBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AXBAX Columbia Capital Allocation Aggressive Portfolio | -4.42% | 19.12% | 15.47% | 19.89% | -19.11% | 16.33% | 14.11% | 23.88% | -9.47% | 15.39% |
AFMBX American Funds American Balanced Fund Class F-3 | -2.79% | 18.82% | 15.36% | 13.89% | -11.83% | 16.12% | 11.17% | 18.96% | -3.07% | 10.06% |
Returns By Period
In the year-to-date period, AXBAX achieves a -4.42% return, which is significantly lower than AFMBX's -2.79% return.
AXBAX
- 1D
- -0.22%
- 1M
- -7.52%
- YTD
- -4.42%
- 6M
- -1.67%
- 1Y
- 16.36%
- 3Y*
- 14.09%
- 5Y*
- 7.04%
- 10Y*
- 9.34%
AFMBX
- 1D
- -0.11%
- 1M
- -6.77%
- YTD
- -2.79%
- 6M
- 1.01%
- 1Y
- 15.69%
- 3Y*
- 13.85%
- 5Y*
- 8.39%
- 10Y*
- —
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AXBAX vs. AFMBX - Expense Ratio Comparison
AXBAX has a 0.39% expense ratio, which is higher than AFMBX's 0.25% expense ratio.
Return for Risk
AXBAX vs. AFMBX — Risk / Return Rank
AXBAX
AFMBX
AXBAX vs. AFMBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Capital Allocation Aggressive Portfolio (AXBAX) and American Funds American Balanced Fund Class F-3 (AFMBX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AXBAX | AFMBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.46 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.67 | 2.14 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.30 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 2.05 | -0.60 |
Martin ratioReturn relative to average drawdown | 6.98 | 8.76 | -1.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AXBAX | AFMBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.46 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.81 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.84 | -0.36 |
Correlation
The correlation between AXBAX and AFMBX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AXBAX vs. AFMBX - Dividend Comparison
AXBAX's dividend yield for the trailing twelve months is around 10.26%, more than AFMBX's 8.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXBAX Columbia Capital Allocation Aggressive Portfolio | 10.26% | 9.81% | 5.23% | 5.43% | 7.50% | 13.35% | 5.91% | 7.55% | 10.64% | 7.46% | 3.76% | 7.23% |
AFMBX American Funds American Balanced Fund Class F-3 | 8.86% | 8.57% | 7.51% | 2.27% | 2.63% | 4.60% | 4.65% | 3.78% | 5.81% | 4.94% | 0.00% | 0.00% |
Drawdowns
AXBAX vs. AFMBX - Drawdown Comparison
The maximum AXBAX drawdown since its inception was -50.83%, which is greater than AFMBX's maximum drawdown of -22.34%. Use the drawdown chart below to compare losses from any high point for AXBAX and AFMBX.
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Drawdown Indicators
| AXBAX | AFMBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.83% | -22.34% | -28.49% |
Max Drawdown (1Y)Largest decline over 1 year | -10.14% | -7.34% | -2.80% |
Max Drawdown (5Y)Largest decline over 5 years | -25.78% | -18.58% | -7.20% |
Max Drawdown (10Y)Largest decline over 10 years | -31.27% | — | — |
Current DrawdownCurrent decline from peak | -8.03% | -6.98% | -1.05% |
Average DrawdownAverage peak-to-trough decline | -6.82% | -3.25% | -3.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.11% | 1.72% | +0.39% |
Volatility
AXBAX vs. AFMBX - Volatility Comparison
Columbia Capital Allocation Aggressive Portfolio (AXBAX) has a higher volatility of 4.43% compared to American Funds American Balanced Fund Class F-3 (AFMBX) at 3.26%. This indicates that AXBAX's price experiences larger fluctuations and is considered to be riskier than AFMBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AXBAX | AFMBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 3.26% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 8.12% | 6.74% | +1.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.43% | 11.10% | +3.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.02% | 10.42% | +3.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.76% | 11.16% | +3.60% |