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RBBAX vs. MAANX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RBBAX vs. MAANX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Income Builder Fund (RBBAX) and Mutual of America Aggressive Allocation Fund (MAANX). The values are adjusted to include any dividend payments, if applicable.

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RBBAX vs. MAANX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
RBBAX
Columbia Income Builder Fund
0.59%11.15%4.96%9.02%-12.87%6.08%9.97%
MAANX
Mutual of America Aggressive Allocation Fund
-0.83%16.23%12.16%12.48%-15.74%14.83%860.00%

Returns By Period

In the year-to-date period, RBBAX achieves a 0.59% return, which is significantly higher than MAANX's -0.83% return.


RBBAX

1D
0.82%
1M
-2.61%
YTD
0.59%
6M
2.11%
1Y
9.44%
3Y*
7.72%
5Y*
2.78%
10Y*
5.17%

MAANX

1D
2.43%
1M
-5.00%
YTD
-0.83%
6M
1.40%
1Y
16.59%
3Y*
11.51%
5Y*
5.55%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RBBAX vs. MAANX - Expense Ratio Comparison

RBBAX has a 0.37% expense ratio, which is higher than MAANX's 0.05% expense ratio.


Return for Risk

RBBAX vs. MAANX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RBBAX
RBBAX Risk / Return Rank: 8484
Overall Rank
RBBAX Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
RBBAX Sortino Ratio Rank: 8585
Sortino Ratio Rank
RBBAX Omega Ratio Rank: 8383
Omega Ratio Rank
RBBAX Calmar Ratio Rank: 8383
Calmar Ratio Rank
RBBAX Martin Ratio Rank: 8383
Martin Ratio Rank

MAANX
MAANX Risk / Return Rank: 4747
Overall Rank
MAANX Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
MAANX Sortino Ratio Rank: 6262
Sortino Ratio Rank
MAANX Omega Ratio Rank: 5858
Omega Ratio Rank
MAANX Calmar Ratio Rank: 2525
Calmar Ratio Rank
MAANX Martin Ratio Rank: 3434
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RBBAX vs. MAANX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Income Builder Fund (RBBAX) and Mutual of America Aggressive Allocation Fund (MAANX). 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.


RBBAXMAANXDifference

Sharpe ratio

Return per unit of total volatility

1.73

1.20

+0.53

Sortino ratio

Return per unit of downside risk

2.41

1.81

+0.60

Omega ratio

Gain probability vs. loss probability

1.35

1.26

+0.09

Calmar ratio

Return relative to maximum drawdown

2.30

0.98

+1.32

Martin ratio

Return relative to average drawdown

9.31

4.58

+4.74

RBBAX vs. MAANX - Sharpe Ratio Comparison

The current RBBAX Sharpe Ratio is 1.73, which is higher than the MAANX Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of RBBAX and MAANX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


RBBAXMAANXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.73

1.20

+0.53

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.45

0.39

+0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.89

Sharpe Ratio (All Time)

Calculated using the full available price history

0.82

0.16

+0.67

Correlation

The correlation between RBBAX and MAANX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

RBBAX vs. MAANX - Dividend Comparison

RBBAX's dividend yield for the trailing twelve months is around 3.64%, less than MAANX's 10.77% yield.


TTM20252024202320222021202020192018201720162015
RBBAX
Columbia Income Builder Fund
3.64%3.85%3.95%3.82%4.94%4.73%4.07%3.90%3.92%3.47%3.01%6.84%
MAANX
Mutual of America Aggressive Allocation Fund
10.77%10.68%7.81%4.21%12.49%7.60%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

RBBAX vs. MAANX - Drawdown Comparison

The maximum RBBAX drawdown since its inception was -23.23%, smaller than the maximum MAANX drawdown of -29.21%. Use the drawdown chart below to compare losses from any high point for RBBAX and MAANX.


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Drawdown Indicators


RBBAXMAANXDifference

Max Drawdown

Largest peak-to-trough decline

-23.23%

-29.21%

+5.98%

Max Drawdown (1Y)

Largest decline over 1 year

-4.27%

-10.72%

+6.45%

Max Drawdown (5Y)

Largest decline over 5 years

-18.06%

-22.63%

+4.57%

Max Drawdown (10Y)

Largest decline over 10 years

-18.06%

Current Drawdown

Current decline from peak

-2.99%

-5.86%

+2.87%

Average Drawdown

Average peak-to-trough decline

-3.01%

-5.72%

+2.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.05%

2.81%

-1.76%

Volatility

RBBAX vs. MAANX - Volatility Comparison

The current volatility for Columbia Income Builder Fund (RBBAX) is 2.27%, while Mutual of America Aggressive Allocation Fund (MAANX) has a volatility of 4.39%. This indicates that RBBAX experiences smaller price fluctuations and is considered to be less risky than MAANX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RBBAXMAANXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.27%

4.39%

-2.12%

Volatility (6M)

Calculated over the trailing 6-month period

3.29%

8.48%

-5.19%

Volatility (1Y)

Calculated over the trailing 1-year period

5.60%

15.67%

-10.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.26%

16.35%

-10.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.81%

385.82%

-380.01%