Nasdaq - Delayed Quote USD
Columbia Capital Alloc Mod Agrsv R (CLBRX)
11.08
-0.11
(-0.98%)
As of 8:05:27 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -4.90% |
| 5y Average Return | 8.08% |
| Number of Years Up | 14 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 16, 2025) | 21.00% |
| Worst 1Y Total Return (Apr 16, 2025) | -- |
| Best 3Y Total Return | 21.00% |
| Worst 3Y Total Return | 1.16% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CLBRX
Category
- YTD
- -1.30%
- 9.69%
- 1-Month
- -3.37%
- 0.91%
- 3-Month
- -1.30%
- 5.21%
- 1-Year
- 5.39%
- 27.06%
- 3-Year
- 4.24%
- 11.00%
- 5-Year
- 10.03%
- 10.26%
- 10-Year
- 6.26%
- 8.34%
- Last Bull Market
- 12.73%
- 15.58%
- Last Bear Market
- -13.02%
- -12.16%
Annual Total Return (%) History
Year
CLBRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -1.30% | -- | -- | -- |
| 2024 | 5.57% | 2.77% | 5.17% | -1.21% |
| 2023 | 5.64% | 4.73% | -3.17% | 9.41% |
| 2022 | -5.97% | -13.02% | -6.20% | 6.45% |
| 2021 | 3.76% | 5.30% | -1.01% | 3.86% |
| 2020 | -16.29% | 15.48% | 5.44% | 10.71% |
| 2019 | 10.11% | 3.16% | 0.12% | 6.39% |
| 2018 | -0.70% | 0.63% | 3.42% | -10.98% |
| 2017 | 5.10% | 3.62% | 4.25% | 4.22% |
| 2016 | 0.12% | 1.75% | 3.68% | 0.31% |
| 2015 | 2.66% | -0.04% | -6.11% | 3.81% |
| 2014 | 0.91% | 3.01% | -1.20% | 2.43% |
| 2013 | 5.46% | -0.24% | 5.13% | 6.05% |
| 2012 | 8.82% | -3.06% | 4.86% | 1.39% |
| 2011 | 4.23% | 0.35% | -11.56% | 6.78% |
| 2010 | 4.09% | -6.88% | 9.85% | 8.05% |
| 2009 | -4.89% | 16.34% | 13.67% | 3.49% |
| 2008 | -7.30% | -0.57% | -9.06% | -14.73% |
| 2007 | 2.01% | 3.31% | 3.04% | -0.84% |
| 2006 | -1.12% | 2.68% | 5.80% | -- |
Rank in Category (By Total Return)
| YTD | 71 |
| 1-Month | 72 |
| 3-Month | 71 |
| 1-Year | 45 |
| 3-Year | 50 |
| 5-Year | 49 |
Load Adjusted Returns
| 1-Year | 5.39% |
| 3-Year | 4.24% |
| 5-Year | 10.03% |
| 10-Year | 6.26% |
Performance & Risk
| YTD Return | -4.90% |
| 5y Average Return | 8.08% |
| Rank in Category (ytd) | 71 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Columbia Threadneedle |
| Net Assets | 1.62B |
| YTD Return | -1.30% |
| Yield | 1.53% |
| Morningstar Rating | |
| Inception Date | Oct 15, 1996 |
Fund Summary
The fund is a "fund of funds" that seeks to achieve its investment objective by investing under normal circumstances in a combination of underlying funds for which the Investment Manager or an affiliate serves as investment adviser or principal underwriter. It may also invest up to 20% of its net assets in other funds, including third party advised (unaffiliated) funds and exchange-traded funds (ETFs), equity securities, fixed income securities and derivative instruments.
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