Nasdaq - Delayed Quote USD
Columbia Balanced A (CBLAX)
51.71
0.00
(0.00%)
At close: 8:01:38 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.62% |
| 5y Average Return | 8.99% |
| Number of Years Up | 19 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Jan 15, 2025) | 22.73% |
| Worst 1Y Total Return (Jan 15, 2025) | -- |
| Best 3Y Total Return | 22.73% |
| Worst 3Y Total Return | 3.87% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CBLAX
Category
- YTD
- 14.33%
- 9.69%
- 1-Month
- -1.78%
- 0.91%
- 3-Month
- 0.00%
- 5.21%
- 1-Year
- 14.33%
- 27.06%
- 3-Year
- 4.84%
- 11.00%
- 5-Year
- 9.20%
- 10.26%
- 10-Year
- 8.23%
- 8.34%
- Last Bull Market
- 12.97%
- 15.58%
- Last Bear Market
- -12.22%
- -12.16%
Annual Total Return (%) History
Year
CBLAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.18% | 3.29% | 4.24% | 0.00% |
| 2023 | 6.50% | 6.09% | -2.91% | 10.49% |
| 2022 | -4.04% | -12.22% | -5.40% | 4.35% |
| 2021 | 3.70% | 5.93% | -0.75% | 5.14% |
| 2020 | -12.14% | 14.96% | 6.23% | 9.58% |
| 2019 | 9.67% | 3.91% | 1.84% | 5.74% |
| 2018 | -2.13% | 0.94% | 4.81% | -9.15% |
| 2017 | 4.32% | 2.78% | 2.80% | 3.43% |
| 2016 | 1.24% | 1.77% | 2.79% | 0.23% |
| 2015 | 1.29% | 0.47% | -4.45% | 4.53% |
| 2014 | 1.28% | 4.07% | 0.99% | 3.30% |
| 2013 | 7.28% | 1.27% | 4.47% | 6.61% |
| 2012 | 9.42% | -2.33% | 5.85% | 0.40% |
| 2011 | 3.34% | 0.86% | -9.68% | 7.68% |
| 2010 | 4.43% | -7.99% | 8.31% | 8.00% |
| 2009 | -3.74% | 14.13% | 12.34% | 3.78% |
| 2008 | -4.25% | -0.77% | -6.18% | -14.09% |
| 2007 | 1.05% | 3.65% | 3.30% | 1.37% |
| 2006 | 2.34% | -2.35% | 4.95% | 5.24% |
| 2005 | -2.51% | 1.72% | 3.94% | 2.39% |
| 2004 | 1.79% | -0.60% | -2.08% | 7.37% |
| 2003 | -1.48% | 9.33% | 2.09% | 7.40% |
Rank in Category (By Total Return)
| YTD | 20 |
| 1-Month | 14 |
| 3-Month | 26 |
| 1-Year | 20 |
| 3-Year | 13 |
| 5-Year | 11 |
Load Adjusted Returns
| 1-Year | 7.75% |
| 3-Year | 2.79% |
| 5-Year | 7.91% |
| 10-Year | 7.59% |
Performance & Risk
| YTD Return | 0.62% |
| 5y Average Return | 8.99% |
| Rank in Category (ytd) | 20 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Columbia Threadneedle |
| Net Assets | 9.66B |
| YTD Return | 14.33% |
| Yield | 1.80% |
| Morningstar Rating | |
| Inception Date | Oct 01, 1991 |
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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