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Columbia Balanced Adv (CBDRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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52.10-0.04 (-0.08%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.42%
5-year average return10.19%
Number of years up9
Number of years down2
Best 1-yr total return (15 May 2024)23.04%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return23.04%
Worst 3-yr total return4.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCBDRXCategory
YTD3.13%9.69%
1-month-2.93%0.91%
3-month1.92%5.21%
1-year15.71%27.06%
3-year3.72%11.00%
5-year9.02%10.26%
10-year8.24%8.34%
Last bull market19.47%15.58%
Last bear market-12.17%-12.16%

Annual total return (%) history

Year
CBDRXCategory
2024
N/AN/A
2023
21.52%N/A
2022
-16.66%N/A
2021
14.91%N/A
2020
17.86%11.72%
2019
23.04%19.23%
2018
-5.69%-5.76%
2017
14.29%13.21%
2016
6.40%7.34%
2015
1.91%-1.93%
2014
10.29%6.21%
2013
21.27%16.48%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.24%N/AN/AN/A
20236.60%6.14%-2.86%10.57%
2022-3.98%-12.17%-5.34%4.40%
20213.78%5.98%-0.68%5.20%
2020-12.10%15.04%6.32%9.63%
20199.71%4.02%1.89%5.81%
2018-2.08%1.02%4.86%-9.09%
20174.41%2.82%2.86%3.50%
20161.29%1.85%2.84%0.29%
20151.34%0.56%-4.41%4.62%
20141.36%4.17%1.05%3.37%
20137.34%1.32%4.54%6.66%

Rank in category (by total return)

YTD19
1-month29
3-month32
1-year9
3-year13
5-year7

Load adjusted returns

1-year15.71%
3-year3.72%
5-year9.02%
10-year8.24%