CAIHX vs. SPY
Compare and contrast key facts about Columbia Adaptive Retirement 2045 Fund (CAIHX) and SPDR S&P 500 ETF (SPY).
CAIHX is managed by Columbia. It was launched on Apr 3, 2018. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CAIHX or SPY.
Correlation
The correlation between CAIHX and SPY is 0.77, 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.
Performance
CAIHX vs. SPY - Performance Comparison
Key characteristics
Returns By Period
CAIHX
N/A
N/A
N/A
N/A
N/A
N/A
SPY
4.58%
2.57%
10.04%
24.97%
14.73%
13.23%
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CAIHX vs. SPY - Expense Ratio Comparison
CAIHX has a 0.39% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
CAIHX vs. SPY — Risk-Adjusted Performance Rank
CAIHX
SPY
CAIHX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Adaptive Retirement 2045 Fund (CAIHX) and SPDR S&P 500 ETF (SPY). 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.
Dividends
CAIHX vs. SPY - Dividend Comparison
CAIHX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.15%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAIHX Columbia Adaptive Retirement 2045 Fund | 0.00% | 0.00% | 102.14% | 27.82% | 13.68% | 4.91% | 6.54% | 5.49% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.15% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
CAIHX vs. SPY - Drawdown Comparison
Volatility
CAIHX vs. SPY - Volatility Comparison
The current volatility for Columbia Adaptive Retirement 2045 Fund (CAIHX) is 0.00%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.00%. This indicates that CAIHX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.