Nasdaq - Delayed Quote USD

Columbia Balanced Inst2 (CLREX)

51.61
0.00
(0.00%)
At close: 8:01:38 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 0.64%
5y Average Return 9.31%
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return (Jan 15, 2025) 23.10%
Worst 1Y Total Return (Jan 15, 2025) --
Best 3Y Total Return 23.10%
Worst 3Y Total Return 4.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CLREX
Category
YTD
14.65%
9.69%
1-Month
-1.77%
0.91%
3-Month
0.05%
5.21%
1-Year
14.65%
27.06%
3-Year
5.13%
11.00%
5-Year
9.51%
10.26%
10-Year
8.56%
8.34%
Last Bull Market
13.17%
15.58%
Last Bear Market
-12.16%
-12.16%

Annual Total Return (%) History

Year
CLREX
Category
2024
14.65%
--
2023
21.54%
--
2022
-16.62%
--
2021
14.96%
--
2020
17.93%
11.72%
2019
23.10%
19.23%
2018
-5.65%
-5.76%
2017
14.35%
13.21%

2016
6.50%
7.34%
2015
2.00%
-1.93%
2014
10.43%
6.21%
2013
21.43%
16.48%
2012
13.98%
11.72%
2011
--
-0.11%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.27% 3.35% 4.34% 0.05%
2023 6.59% 6.15% -2.84% 10.56%
2022 -3.97% -12.16% -5.34% 4.43%
2021 3.78% 5.99% -0.68% 5.23%
2020 -12.06% 15.04% 6.32% 9.64%
2019 9.76% 4.00% 1.90% 5.83%
2018 -2.06% 1.05% 4.87% -9.09%
2017 4.41% 2.86% 2.85% 3.52%
2016 1.33% 1.86% 2.89% 0.29%
2015 1.35% 0.59% -4.36% 4.63%

2014 1.40% 4.20% 1.08% 3.40%
2013 7.39% 1.36% 4.57% 6.68%
2012 9.52% -2.25% 5.95% 0.49%
2011 0.87% -9.59% 7.78% --

Rank in Category (By Total Return)

YTD 19
1-Month 14
3-Month 25
1-Year 19
3-Year 11
5-Year 10

Load Adjusted Returns

1-Year 14.65%
3-Year 5.13%
5-Year 9.51%
10-Year 8.56%

Performance & Risk

YTD Return 0.64%
5y Average Return 9.31%
Rank in Category (ytd) 19
% 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 14.65%
Yield 2.07%
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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