See what your fund actually adds

Columbia Capital Allocation Aggressive Portfolio Class A AXBAX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

AXBAX compared with its replication portfolio
MeasureAXBAXReplication
Annualized growth8.7%11.5%
Annualized volatility13.5%15.7%
Sharpe ratio0.690.77
Maximum drawdown25.7%27.1%
Replication fit (R²)0.95 · Tracking error 2.9%

Replication portfolio

The published portfolio below is the investable basket used to model AXBAX’s historical return behavior.

AXBAX replication basket weights
TickerBuilding blockWeight
VOOUS Large Cap27.6%
VTIUS Broad Market20.3%
VEAIntl · Developed20.0%
VUGStyle · Growth16.9%
VWOEmerging Markets15.3%