AXBAX vs. LBSAX
Compare and contrast key facts about Columbia Capital Allocation Aggressive Portfolio (AXBAX) and Columbia Dividend Income Fund Class A (LBSAX).
AXBAX is managed by Columbia. It was launched on Mar 3, 2004. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
AXBAX vs. LBSAX - Performance Comparison
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AXBAX vs. LBSAX - 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% | 22.31% |
LBSAX Columbia Dividend Income Fund Class A | 1.55% | 15.58% | 14.73% | 10.26% | -5.19% | 25.97% | 7.48% | 27.84% | -4.62% | 19.96% |
Returns By Period
In the year-to-date period, AXBAX achieves a -4.42% return, which is significantly lower than LBSAX's 1.55% return. Over the past 10 years, AXBAX has underperformed LBSAX with an annualized return of 9.34%, while LBSAX has yielded a comparatively higher 11.69% annualized 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%
LBSAX
- 1D
- 0.00%
- 1M
- -5.50%
- YTD
- 1.55%
- 6M
- 4.03%
- 1Y
- 14.47%
- 3Y*
- 14.17%
- 5Y*
- 10.26%
- 10Y*
- 11.69%
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AXBAX vs. LBSAX - Expense Ratio Comparison
AXBAX has a 0.39% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Return for Risk
AXBAX vs. LBSAX — Risk / Return Rank
AXBAX
LBSAX
AXBAX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Capital Allocation Aggressive Portfolio (AXBAX) and Columbia Dividend Income Fund Class A (LBSAX). 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 | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.17 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.67 | 1.66 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.26 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 1.43 | +0.02 |
Martin ratioReturn relative to average drawdown | 6.98 | 6.65 | +0.32 |
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 | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.17 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.78 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.75 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.62 | -0.14 |
Correlation
The correlation between AXBAX and LBSAX is 0.90, 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. LBSAX - Dividend Comparison
AXBAX's dividend yield for the trailing twelve months is around 10.26%, more than LBSAX's 5.07% 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% |
LBSAX Columbia Dividend Income Fund Class A | 5.07% | 5.11% | 5.78% | 4.72% | 3.62% | 2.65% | 1.52% | 2.68% | 7.36% | 3.83% | 3.60% | 8.01% |
Drawdowns
AXBAX vs. LBSAX - Drawdown Comparison
The maximum AXBAX drawdown since its inception was -50.83%, which is greater than LBSAX's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for AXBAX and LBSAX.
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Drawdown Indicators
| AXBAX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.83% | -47.89% | -2.94% |
Max Drawdown (1Y)Largest decline over 1 year | -10.14% | -10.19% | +0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -25.78% | -17.16% | -8.62% |
Max Drawdown (10Y)Largest decline over 10 years | -31.27% | -32.82% | +1.55% |
Current DrawdownCurrent decline from peak | -8.03% | -5.50% | -2.53% |
Average DrawdownAverage peak-to-trough decline | -6.82% | -5.29% | -1.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.11% | 2.19% | -0.08% |
Volatility
AXBAX vs. LBSAX - Volatility Comparison
Columbia Capital Allocation Aggressive Portfolio (AXBAX) has a higher volatility of 4.43% compared to Columbia Dividend Income Fund Class A (LBSAX) at 2.92%. This indicates that AXBAX's price experiences larger fluctuations and is considered to be riskier than LBSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AXBAX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.43% | 2.92% | +1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 8.12% | 6.83% | +1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.43% | 13.62% | +0.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.02% | 13.28% | +0.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.76% | 15.68% | -0.92% |