Nasdaq - Delayed Quote USD

Columbia Capital Allocation Agrsv Inst3 (CPDIX)

11.79 +0.10 (+0.86%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.97%
5y Average Return 7.88%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Apr 22, 2024) 24.33%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 24.33%
Worst 3Y Total Return 2.73%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CPDIX
Category
YTD
7.07%
11.35%
1-Month
2.77%
0.99%
3-Month
7.07%
5.92%
1-Year
21.26%
32.83%
3-Year
4.93%
11.75%
5-Year
9.21%
11.53%
10-Year
8.15%
8.98%
Last Bull Market
32.54%
17.67%
Last Bear Market
-14.37%
-15.71%

Annual Total Return (%) History

Year
CPDIX
Category
2024
--
--
2023
20.30%
--
2022
-18.75%
--
2021
16.59%
--
2020
14.47%
13.51%
2019
24.33%
21.35%
2018
-9.02%
-7.93%
2017
22.78%
15.80%

2016
6.64%
7.93%
2015
0.73%
-2.77%
2014
6.17%
5.71%
2013
--
21.31%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.07% -- -- --
2023 6.23% 6.08% -3.00% 10.05%
2022 -5.87% -14.37% -6.46% 7.77%
2021 5.61% 6.30% -1.00% 4.91%
2020 -19.47% 18.24% 6.70% 12.67%
2019 11.77% 3.20% -0.25% 8.05%
2018 -0.38% 0.77% 4.22% -13.04%
2017 6.21% 4.39% 5.12% 5.35%
2016 -0.26% 1.48% 4.61% 0.71%
2015 2.97% 0.42% -7.17% 4.94%

2014 1.08% 3.53% -1.21% 2.69%
2013 6.36% 7.35% -- --

Rank in Category (By Total Return)

YTD 32
1-Month 63
3-Month 32
1-Year 11
3-Year 44
5-Year 24

Load Adjusted Returns

1-Year 21.26%
3-Year 4.93%
5-Year 9.21%
10-Year 8.15%

Performance & Risk

YTD Return 2.97%
5y Average Return 7.88%
Rank in Category (ytd) 32
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family Columbia Threadneedle
Net Assets 1.3B
YTD Return 7.07%
Yield 2.10%
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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