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Columbia Capital Allocation Moderate Portfolio Class A (ABUAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
9.53+0.04 (+0.42%)
At close: 08:01PM EST
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Performance Overview

Morningstar Return Rating★★
Year-to-Date Return5.71%
5-Year Average Return5.42%
Number of Years Up15
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)24.89%
Worst 1 Yr Total Return (Feb 3, 2019)-24.39%
Best 3-Yr Total Return24.89%
Worst 3-Yr Total Return0.34%

Trailing Returns (%) Vs. Benchmarks

ReturnABUAXCategory
YTD-17.71%9.69%
1-Month-1.90%0.91%
3-Month2.89%5.21%
1-Year-17.85%27.06%
3-Year0.23%11.00%
5-Year4.25%10.26%
10-Year5.09%8.34%
Last Bull Market20.78%15.58%
Last Bear Market-11.46%-12.16%

Annual Total Return (%) History

Year
ABUAXCategory
2022
N/AN/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
2022-5.90%-11.46%-5.76%N/A
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)

YTD86
1-Month82
3-Month93
1-Year86
3-Year92
5-Year87

Load Adjusted Returns

1-Year-23.18%
3-Year-1.06%
5-Year1.14%
10-Year4.43%
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