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Columbia Capital Allocation Mod A (ABUAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
10.31+0.06 (+0.59%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.38%
5-Year Average Return5.86%
Number of Years Up16
Number of Years Down3
Best 1 Yr Total Return (Mar 26, 2024)24.89%
Worst 1 Yr Total Return (Mar 26, 2024)N/A
Best 3-Yr Total Return24.89%
Worst 3-Yr Total Return0.51%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnABUAXCategory
YTD2.11%9.69%
1-Month1.60%0.91%
3-Month6.37%5.21%
1-Year14.69%27.06%
3-Year1.73%11.00%
5-Year5.58%10.26%
10-Year5.26%8.34%
Last Bull Market20.78%15.58%
Last Bear Market-11.46%-12.16%

Annual Total Return (%) History

Year
ABUAXCategory
2023
14.80%N/A
2022
-17.16%N/A
2021
9.49%N/A
2020
11.97%11.72%
2019
18.24%19.23%
2018
-6.40%-5.76%
2017
14.86%13.21%
2016
5.89%7.34%
2015
0.31%-1.93%
2014
5.28%6.21%
2013
13.74%16.48%
2012
11.85%11.72%
2011
0.42%-0.11%
2010
13.13%11.83%
2009
24.89%24.13%
2008
-24.39%-28.00%
2007
6.96%5.99%
2006
11.24%11.29%
2005
5.36%5.13%
2004
N/A8.86%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20235.11%3.36%-3.09%9.04%
2022-5.90%-11.46%-5.76%5.50%
20212.47%4.48%-0.52%2.80%
2020-13.59%13.67%4.66%8.92%
20198.62%3.12%0.52%5.01%
2018-0.88%0.55%2.84%-8.68%
20174.15%3.18%3.39%3.37%
20160.78%1.92%3.25%-0.16%
20152.59%-0.28%-4.69%2.88%
20141.27%2.90%-0.89%1.94%
20134.71%-0.48%4.08%4.87%
20127.63%-2.16%4.46%1.68%
20113.62%0.84%-8.75%5.32%
20103.88%-5.72%9.16%5.81%
2009-4.49%12.51%12.38%3.42%
2008-4.87%-0.79%-8.42%-12.52%
20071.63%3.54%2.65%-0.99%
20063.79%-1.25%3.42%4.94%
2005-1.51%2.31%2.91%1.60%
2004-0.69%0.54%7.22%N/A

Rank In Category (By Total Return)

YTD67
1-Month82
3-Month74
1-Year44
3-Year88
5-Year81

Load Adjusted Returns

1-Year8.10%
3-Year-0.26%
5-Year4.34%
10-Year4.63%