NBGPX vs. LBSAX
Compare and contrast key facts about Columbia Capital Allocation Moderate Aggressive Portfolio (NBGPX) and Columbia Dividend Income Fund Class A (LBSAX).
NBGPX is managed by Columbia. It was launched on Oct 14, 1996. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
NBGPX vs. LBSAX - Performance Comparison
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NBGPX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBGPX Columbia Capital Allocation Moderate Aggressive Portfolio | -4.06% | 17.29% | 13.35% | 17.73% | -17.91% | 12.96% | 12.98% | 21.65% | -7.94% | 18.82% |
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, NBGPX achieves a -4.06% return, which is significantly lower than LBSAX's 1.55% return. Over the past 10 years, NBGPX has underperformed LBSAX with an annualized return of 8.17%, while LBSAX has yielded a comparatively higher 11.69% annualized return.
NBGPX
- 1D
- -0.08%
- 1M
- -6.80%
- YTD
- -4.06%
- 6M
- -1.59%
- 1Y
- 13.87%
- 3Y*
- 12.42%
- 5Y*
- 6.03%
- 10Y*
- 8.17%
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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NBGPX vs. LBSAX - Expense Ratio Comparison
NBGPX has a 0.14% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Return for Risk
NBGPX vs. LBSAX — Risk / Return Rank
NBGPX
LBSAX
NBGPX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Capital Allocation Moderate Aggressive Portfolio (NBGPX) 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.
| NBGPX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 1.17 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.66 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.26 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.43 | +0.08 |
Martin ratioReturn relative to average drawdown | 7.13 | 6.65 | +0.47 |
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
| NBGPX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.17 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.78 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.75 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.62 | 0.00 |
Correlation
The correlation between NBGPX and LBSAX is 0.89, 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
NBGPX vs. LBSAX - Dividend Comparison
NBGPX's dividend yield for the trailing twelve months is around 8.18%, more than LBSAX's 5.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGPX Columbia Capital Allocation Moderate Aggressive Portfolio | 8.18% | 8.12% | 6.80% | 4.67% | 6.52% | 16.00% | 5.44% | 7.61% | 9.89% | 7.46% | 4.03% | 6.92% |
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
NBGPX vs. LBSAX - Drawdown Comparison
The maximum NBGPX drawdown since its inception was -40.41%, smaller than the maximum LBSAX drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for NBGPX and LBSAX.
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Drawdown Indicators
| NBGPX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.41% | -47.89% | +7.48% |
Max Drawdown (1Y)Largest decline over 1 year | -8.48% | -10.19% | +1.71% |
Max Drawdown (5Y)Largest decline over 5 years | -24.03% | -17.16% | -6.87% |
Max Drawdown (10Y)Largest decline over 10 years | -26.76% | -32.82% | +6.06% |
Current DrawdownCurrent decline from peak | -7.16% | -5.50% | -1.66% |
Average DrawdownAverage peak-to-trough decline | -4.74% | -5.29% | +0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.79% | 2.19% | -0.40% |
Volatility
NBGPX vs. LBSAX - Volatility Comparison
Columbia Capital Allocation Moderate Aggressive Portfolio (NBGPX) has a higher volatility of 3.90% compared to Columbia Dividend Income Fund Class A (LBSAX) at 2.92%. This indicates that NBGPX'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
| NBGPX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 2.92% | +0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 6.87% | 6.83% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.99% | 13.62% | -1.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.77% | 13.28% | -1.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.17% | 15.68% | -3.51% |