Nasdaq - Delayed Quote USD

Columbia Balanced Inst (CBALX)

52.24
+0.22
+(0.42%)
As of 8:09:07 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.44%
5y Average Return 9.79%
Number of Years Up 28
Number of Years Down 5
Best 1Y Total Return (Jun 3, 2025) 23.02%
Worst 1Y Total Return (Jun 3, 2025) --
Best 3Y Total Return 23.02%
Worst 3Y Total Return 4.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CBALX
Category
YTD
-1.82%
9.69%
1-Month
-0.16%
0.91%
3-Month
-4.06%
5.21%
1-Year
9.13%
27.06%
3-Year
8.37%
11.00%
5-Year
9.99%
10.26%
10-Year
8.08%
8.34%
Last Bull Market
13.14%
15.58%
Last Bear Market
-12.15%
-12.16%

Annual Total Return (%) History

Year
CBALX
Category
2025
--
--
2024
14.63%
--
2023
21.49%
--
2022
-16.64%
--
2021
14.91%
--
2020
17.89%
11.72%
2019
23.02%
19.23%
2018
-5.70%
-5.76%

2017
14.29%
13.21%
2016
6.43%
7.34%
2015
1.90%
-1.93%
2014
10.22%
6.21%
2013
21.30%
16.48%
2012
13.89%
11.72%
2011
1.57%
-0.11%
2010
12.70%
11.83%
2009
28.38%
24.13%
2008
-23.27%
-28.00%
2007
10.01%
5.99%
2006
10.66%
11.29%
2005
5.76%
5.13%
2004
6.64%
8.86%
2003
18.73%
20.35%
2002
-12.97%
-12.02%
2001
-7.40%
-5.05%
2000
0.82%
1.82%
1999
12.70%
10.71%
1998
20.07%
13.52%
1997
18.76%
19.63%
1996
11.84%
13.70%
1995
25.05%
25.63%
1994
0.10%
-2.52%
1993
13.65%
11.37%
1992
8.89%
7.73%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.66% -- -- --
2024 6.26% 3.34% 4.32% 0.06%
2023 6.56% 6.18% -2.88% 10.56%
2022 -3.99% -12.15% -5.35% 4.43%
2021 3.78% 5.98% -0.69% 5.20%
2020 -12.06% 15.00% 6.31% 9.64%
2019 9.73% 4.01% 1.89% 5.80%
2018 -2.07% 1.01% 4.89% -9.11%
2017 4.40% 2.82% 2.87% 3.50%
2016 1.30% 1.84% 2.86% 0.29%

2015 1.35% 0.53% -4.39% 4.61%
2014 1.34% 4.11% 1.06% 3.38%
2013 7.33% 1.37% 4.51% 6.68%
2012 9.50% -2.27% 5.93% 0.47%
2011 3.41% 0.89% -9.64% 7.74%
2010 4.50% -7.90% 8.38% 8.04%
2009 -3.69% 14.22% 12.38% 3.85%
2008 -4.23% -0.71% -6.12% -14.05%
2007 1.12% 3.72% 3.36% 1.48%
2006 2.45% -2.29% 4.97% 5.31%
2005 -2.45% 1.78% 4.01% 2.41%
2004 1.86% -0.54% -2.02% 7.44%
2003 -1.37% 9.54% 2.25% 7.48%
2002 -0.87% -7.07% -9.21% 4.06%
2001 -7.84% 3.33% -8.72% 6.53%
2000 6.92% -1.37% -0.43% -3.98%
1999 3.84% 2.38% -3.58% 9.94%
1998 7.94% 3.49% -4.76% 12.86%
1997 1.23% 9.42% 5.38% 1.73%
1996 1.99% 2.31% 2.52% 4.54%
1995 6.25% 6.15% 5.38% 5.21%
1994 -2.51% -0.35% 2.86% 0.17%
1993 6.25% 2.03% 4.02% 0.78%
1992 -0.44% 2.08% 3.61% 3.40%

Rank in Category (By Total Return)

YTD 63
1-Month 49
3-Month 62
1-Year 38
3-Year 17
5-Year 18

Load Adjusted Returns

1-Year 9.13%
3-Year 8.37%
5-Year 9.99%
10-Year 8.08%

Performance & Risk

YTD Return 2.44%
5y Average Return 9.79%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Columbia Threadneedle
Net Assets 9.25B
YTD Return -1.82%
Yield 2.09%
Morningstar Rating
Inception Date Oct 02, 2024

Fund Summary

Under normal circumstances, the fund invests in a mix of equity and debt securities. Its assets are allocated among equity and debt securities (which includes cash and cash equivalents) based on an assessment of the relative risks and returns of each asset class. The fund generally will invest between 35% and 65% of its net assets in each asset class, and in any event will invest at least 25% and no more than 75% of its net assets in each asset class under normal circumstances.

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