Nasdaq - Delayed Quote USD

Columbia Capital Allocation Mod R (CBMRX)

9.86 -0.04 (-0.40%)
As of April 19 at 8:00 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.17%
5y Average Return 4.40%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Apr 19, 2024) 17.78%
Worst 1Y Total Return (Apr 19, 2024) --
Best 3Y Total Return 17.78%
Worst 3Y Total Return 0.29%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CBMRX
Category
YTD
4.13%
9.69%
1-Month
2.07%
0.91%
3-Month
4.13%
5.21%
1-Year
13.67%
27.06%
3-Year
1.70%
11.00%
5-Year
5.50%
10.26%
10-Year
5.22%
8.34%
Last Bull Market
20.54%
15.58%
Last Bear Market
-11.57%
-12.16%

Annual Total Return (%) History

Year
CBMRX
Category
2024
--
--
2023
14.57%
--
2022
-17.35%
--
2021
9.15%
--
2020
11.82%
11.72%
2019
17.78%
19.23%
2018
-6.56%
-5.76%
2017
14.62%
13.21%

2016
5.64%
7.34%
2015
-0.04%
-1.93%
2014
5.04%
6.21%
2013
13.39%
16.48%
2012
11.62%
11.72%
2011
0.16%
-0.11%
2010
--
11.83%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.13% -- -- --
2023 4.95% 3.31% -3.06% 9.00%
2022 -5.98% -11.57% -5.74% 5.46%
2021 2.33% 4.43% -0.58% 2.74%
2020 -13.61% 13.54% 4.61% 8.97%
2019 8.47% 3.07% 0.37% 4.97%
2018 -0.95% 0.49% 2.79% -8.67%
2017 4.10% 3.13% 3.34% 3.32%
2016 0.72% 1.95% 3.10% -0.22%
2015 2.53% -0.43% -4.68% 2.73%

2014 1.21% 2.76% -0.96% 1.96%
2013 4.57% -0.54% 4.02% 4.82%
2012 7.57% -2.22% 4.33% 1.72%
2011 3.56% 0.77% -8.82% 5.26%
2010 5.75% -- -- --

Rank in Category (By Total Return)

YTD 80
1-Month 82
3-Month 80
1-Year 64
3-Year 92
5-Year 87

Load Adjusted Returns

1-Year 13.67%
3-Year 1.70%
5-Year 5.50%
10-Year 5.22%

Performance & Risk

YTD Return 0.17%
5y Average Return 4.40%
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Columbia Threadneedle
Net Assets 1.11B
YTD Return 4.13%
Yield 2.40%
Morningstar Rating
Inception Date Mar 04, 2004

Fund Summary

The fund is a "fund of funds" that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds for which the Investment Manager or an affiliate serves as investment adviser or principal underwriter. It may also invest up to 20% of its net assets in other funds, including third party advised (unaffiliated) funds and exchange-traded funds (ETFs), equity securities, fixed income securities and derivative instruments.

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