ABDAX - Columbia Capital Allocation Cnsrv A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return6.25%
5-Year Average Return3.89%
Number of Years Up10
Number of Years Down2
Best 1 Yr Total Return (Sep 29, 2017)15.86%
Worst 1 Yr Total Return (Sep 29, 2017)-11.91%
Best 3-Yr Total Return15.86%
Worst 3-Yr Total Return-0.17%

Trailing Returns (%) Vs. Benchmarks

ReturnABDAXCategory
YTD6.25%4.90%
1-Month0.19%0.28%
3-Month1.88%1.56%
1-Year4.94%4.46%
3-Year3.61%2.92%
5-Year3.89%3.33%
10-Year4.07%3.78%
Last Bull Market7.52%8.29%
Last Bear Market-4.16%-5.04%

Annual Total Return (%) History

Year
ABDAXCategory
2017
N/AN/A
2016
4.48%5.55%
2015
-1.08%-2.07%
2014
4.61%3.54%
2013
4.26%4.02%
2012
8.81%8.35%
2011
2.57%2.01%
2010
8.62%9.73%
2009
15.86%19.26%
2008
-11.91%-16.22%
2007
6.17%4.96%
2006
6.39%6.66%
2005
3.25%2.80%
2004
N/A5.55%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20172.30%1.95%1.88%N/A
20162.01%2.00%1.67%-1.23%
20151.75%-1.05%-2.53%0.80%
20141.48%2.44%-0.65%1.29%
20132.17%-1.80%1.67%2.21%
20123.99%0.28%3.29%1.03%
20112.07%1.23%-3.61%3.00%
20102.39%-1.64%5.45%2.28%
2009-0.88%6.59%7.55%1.96%
2008-1.78%-0.52%-4.15%-5.93%
20071.56%1.49%2.38%0.61%
20061.34%-0.47%2.91%2.49%
2005-1.01%2.31%1.04%0.89%
2004-0.88%0.92%3.58%N/A

Rank In Category (By Total Return)

YTD20
1-Month68
3-Month24
1-Year38
3-Year37
5-Year43

Load Adjusted Returns

1-Year-0.04%
3-Year1.94%
5-Year2.88%
10-Year3.57%