Nasdaq - Delayed Quote • USD
Columbia Balanced Inst (CBALX)
At close: 8:01 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 28.38% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 27 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 14.45% |
| 5y Average Return | 10.77% |
| Rank in Category (ytd) | 14 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CBALX | Category Average | CBALX | Category Average | CBALX | Category Average | |
| Alpha | 3.06 | -0.01 | 3.39 | -0.01 | 2.39 | -0 |
| BETA | 0.99 | 0.01 | 1.02 | 0.01 | 1.03 | 0.01 |
| Mean Annual Return | 0.49 | 0.01 | 0.92 | 0.01 | 0.74 | 0.01 |
| R-squared | 92.57 | 0.93 | 94.2 | 0.92 | 93.26 | 0.92 |
| Standard Deviation | 12.99 | 0.13 | 12.97 | 0.1 | 10.64 | 0.09 |
| Sharpe Ratio | 0.17 | 0.01 | 0.66 | 0.01 | 0.67 | 0.01 |
| Treynor Ratio | 1.42 | 0.09 | 8.05 | 0.09 | 6.71 | 0.07 |
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