Dow Up0.36% Nasdaq Up0.12%

Columbia Capital Allocation Cnsrv A (ABDAX)

10.36 Up 0.01(0.10%) Aug 21

Performance Overview as of Jul 30, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:2.00
Year-to-Date Return:3.35%
5-Year Average Return:6.73%
Number of Years Up:8
Number of Years Down:1
Best 1 Yr Total Return (2009-12-31):15.86%
Worst 1 Yr Total Return (2008-12-31):-11.91%
Best 3-Yr Total Return (N/A):8.88%
Worst 3-Yr Total Return (N/A):-0.17%
Load Adjusted Returns 
1-Year:1.03%
3-Year:3.37%
5-Year:5.70%
10-Year:4.53%
Trailing Returns (%) vs. Benchmarks 
ReturnABDAXCategoryDiffIndex*Diff
Year To Date3.35N/AN/AN/AN/A
1-Month-0.58N/AN/AN/AN/A
3-Month1.17N/AN/AN/AN/A
1-Year6.07N/AN/AN/AN/A
3-Year5.06N/AN/AN/AN/A
5-Year6.73N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)7.52N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-4.16N/AN/AN/AN/A
Annual Total Return (%) History () 
YearABDAXCategoryDiff
2014N/AN/AN/A
2013
 
4.26N/AN/A
2012
 
8.81N/AN/A
2011
 
2.57N/AN/A
2010
 
8.62N/AN/A
2009
 
15.86N/AN/A
2008
 
-11.91N/AN/A
2007
 
6.17N/AN/A
2006
 
6.39N/AN/A
2005
 
3.25N/AN/A
2004N/AN/AN/A
Past Quarterly Returns (%) for ABDAX 
Q1Q2Q3Q4
20141.482.44N/AN/A
20132.17-1.801.672.21
20123.990.283.291.03
20112.071.23-3.613.00
20102.39-1.645.452.28
2009-0.886.597.551.96
2008-1.78-0.52-4.15-5.93
20071.561.492.380.61
20061.34-0.472.912.49
2005-1.012.311.040.89
2004-0.880.923.58N/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date57N/A
1-Month6N/A
3-Month54N/A
6-Month78N/A
1-Year78N/A
3-Year72N/A
5-Year81N/A