Nasdaq - Delayed Quote USD

Columbia Balanced C (CBLCX)

51.43
0.00
(0.00%)
At close: 8:01:38 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 0.61%
5y Average Return 8.18%
Number of Years Up 18
Number of Years Down 3
Best 1Y Total Return (Jan 15, 2025) 21.83%
Worst 1Y Total Return (Jan 15, 2025) --
Best 3Y Total Return 21.83%
Worst 3Y Total Return 3.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CBLCX
Category
YTD
13.47%
9.69%
1-Month
-1.85%
0.91%
3-Month
-0.20%
5.21%
1-Year
13.47%
27.06%
3-Year
4.05%
11.00%
5-Year
8.38%
10.26%
10-Year
7.42%
8.34%
Last Bull Market
12.48%
15.58%
Last Bear Market
-12.40%
-12.16%

Annual Total Return (%) History

Year
CBLCX
Category
2024
13.47%
--
2023
20.29%
--
2022
-17.47%
--
2021
13.78%
--
2020
16.69%
11.72%
2019
21.83%
19.23%
2018
-6.64%
-5.76%
2017
13.17%
13.21%

2016
5.35%
7.34%
2015
0.88%
-1.93%
2014
9.20%
6.21%
2013
20.05%
16.48%
2012
12.80%
11.72%
2011
0.55%
-0.11%
2010
11.58%
11.83%
2009
27.11%
24.13%
2008
-24.02%
-28.00%
2007
8.88%
5.99%
2006
9.57%
11.29%
2005
4.71%
5.13%
2004
5.53%
8.86%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.99% 3.08% 4.07% -0.20%
2023 6.30% 5.88% -3.09% 10.27%
2022 -4.22% -12.40% -5.56% 4.15%
2021 3.52% 5.71% -0.94% 4.96%
2020 -12.30% 14.73% 6.05% 9.36%
2019 9.47% 3.73% 1.63% 5.56%
2018 -2.32% 0.76% 4.60% -9.32%
2017 4.14% 2.60% 2.58% 3.25%
2016 1.06% 1.59% 2.60% 0.02%
2015 1.07% 0.31% -4.64% 4.34%

2014 1.13% 3.89% 0.80% 3.11%
2013 7.06% 1.07% 4.28% 6.39%
2012 9.27% -2.51% 5.62% 0.25%
2011 3.15% 0.60% -9.84% 7.48%
2010 4.25% -8.17% 8.12% 7.81%
2009 -3.92% 13.93% 12.10% 3.59%
2008 -4.47% -0.92% -6.37% -14.26%
2007 0.87% 3.46% 3.11% 1.19%
2006 2.15% -2.49% 4.72% 5.04%
2005 -2.74% 1.58% 3.74% 2.16%
2004 1.55% -0.78% -2.27% 7.17%

Rank in Category (By Total Return)

YTD 25
1-Month 16
3-Month 29
1-Year 25
3-Year 24
5-Year 17

Load Adjusted Returns

1-Year 12.47%
3-Year 4.05%
5-Year 8.38%
10-Year 7.42%

Performance & Risk

YTD Return 0.61%
5y Average Return 8.18%
Rank in Category (ytd) 25
% 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 13.47%
Yield 1.09%
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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