Nasdaq - Delayed Quote USD
Columbia Global Opportunities R (CSARX)
12.21
-0.06
(-0.49%)
At close: April 19 at 8:00:11 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -1.45% |
| 5y Average Return | 1.71% |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 19, 2024) | 18.17% |
| Worst 1Y Total Return (Apr 19, 2024) | -- |
| Best 3Y Total Return | 18.17% |
| Worst 3Y Total Return | -2.45% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CSARX
Category
- YTD
- 2.91%
- 8.60%
- 1-Month
- 2.41%
- 0.11%
- 3-Month
- 2.91%
- 4.82%
- 1-Year
- 9.35%
- 25.33%
- 3-Year
- -1.81%
- 8.02%
- 5-Year
- 2.84%
- 8.06%
- 10-Year
- 3.33%
- 6.03%
- Last Bull Market
- 19.69%
- 13.54%
- Last Bear Market
- -13.76%
- -13.20%
Annual Total Return (%) History
Year
CSARX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.91% | -- | -- | -- |
| 2023 | 4.57% | 1.89% | -3.79% | 8.40% |
| 2022 | -7.68% | -13.76% | -7.73% | 7.20% |
| 2021 | 0.91% | 4.70% | -1.60% | 2.04% |
| 2020 | -12.73% | 11.62% | 5.17% | 9.59% |
| 2019 | 7.55% | 2.88% | -0.86% | 5.14% |
| 2018 | 0.81% | -1.02% | 0.44% | -7.49% |
| 2017 | 4.51% | 4.15% | 4.31% | 3.82% |
| 2016 | 2.21% | 1.39% | 3.33% | -2.28% |
| 2015 | 2.02% | 0.26% | -5.57% | 2.54% |
| 2014 | 1.09% | 2.61% | -3.05% | -0.44% |
| 2013 | 5.46% | -2.54% | 4.55% | 4.82% |
| 2012 | 9.33% | -3.77% | 5.35% | 1.54% |
| 2011 | 3.86% | 1.51% | -10.73% | 7.54% |
| 2010 | 4.14% | -9.30% | 10.44% | 5.73% |
| 2009 | -8.52% | 10.26% | 12.23% | 4.39% |
| 2008 | -9.05% | -1.54% | -9.53% | -13.89% |
| 2007 | 1.99% | 5.71% | 1.34% | -2.40% |
Rank in Category (By Total Return)
| YTD | 72 |
| 1-Month | 73 |
| 3-Month | 72 |
| 1-Year | 68 |
| 3-Year | 96 |
| 5-Year | 92 |
Load Adjusted Returns
| 1-Year | 9.35% |
| 3-Year | -1.81% |
| 5-Year | 2.84% |
| 10-Year | 3.33% |
Performance & Risk
| YTD Return | -1.45% |
| 5y Average Return | 1.71% |
| Rank in Category (ytd) | 72 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Allocation |
| Fund Family | Columbia Threadneedle |
| Net Assets | 323.37M |
| YTD Return | 2.91% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 23, 1985 |
Fund Summary
The fund's assets may be allocated to equity, debt/fixed income and money market instruments, and investments that provide exposure to commodities markets, including the Columbia Commodity Strategy Fund. The fund's equity security investments include: emerging market equities, international developed market equities, and U.S. equities. The fund's debt/fixed income security investments include: U.S. investment-grade bonds, international bonds, emerging market bonds, U.S. high yield (junk) bonds, convertible bonds, mortgage- and other asset-backed securities, and short-term money market instruments.
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