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Columbia Balanced R (CBLRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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51.60+0.02 (+0.04%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.19%
5-year average return9.81%
Number of years up11
Number of years down2
Best 1-yr total return (19 May 2024)22.42%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return22.42%
Worst 3-yr total return3.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCBLRXCategory
YTD2.96%9.69%
1-month-2.99%0.91%
3-month1.78%5.21%
1-year15.11%27.06%
3-year3.19%11.00%
5-year8.47%10.26%
10-year7.70%8.34%
Last bull market19.23%15.58%
Last bear market-12.26%-12.16%

Annual total return (%) history

Year
CBLRXCategory
2024
N/AN/A
2023
20.90%N/A
2022
-17.08%N/A
2021
14.34%N/A
2020
17.29%11.72%
2019
22.42%19.23%
2018
-6.16%-5.76%
2017
13.72%13.21%
2016
5.89%7.34%
2015
1.39%-1.93%
2014
9.72%6.21%
2013
20.70%16.48%
2012
13.35%11.72%
2011
1.08%-0.11%
2010
N/A11.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.13%N/AN/AN/A
20236.45%6.03%-2.99%10.42%
2022-4.12%-12.26%-5.46%4.26%
20213.64%5.84%-0.81%5.09%
2020-12.20%14.89%6.19%9.51%
20199.60%3.85%1.78%5.67%
2018-2.19%0.88%4.74%-9.20%
20174.29%2.69%2.73%3.37%
20161.18%1.71%2.75%0.14%
20151.23%0.41%-4.51%4.46%
20141.22%4.04%0.93%3.24%
20137.22%1.20%4.40%6.54%
20129.40%-2.39%5.79%0.34%
20113.23%0.80%-9.74%7.62%
20107.89%N/AN/AN/A

Rank in category (by total return)

YTD23
1-month34
3-month39
1-year11
3-year24
5-year10

Load adjusted returns

1-year15.11%
3-year3.19%
5-year8.47%
10-year7.70%