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Columbia Balanced Inst2 (CLREX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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52.53-0.05 (-0.10%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.08%
5-year average return10.30%
Number of years up10
Number of years down2
Best 1-yr total return (20 Jun 2024)23.10%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return23.10%
Worst 3-yr total return4.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCLREXCategory
YTD7.23%9.69%
1-month3.96%0.91%
3-month2.71%5.21%
1-year19.60%27.06%
3-year4.82%11.00%
5-year10.70%10.26%
10-year8.51%8.34%
Last bull market19.48%15.58%
Last bear market-12.16%-12.16%

Annual total return (%) history

Year
CLREXCategory
2024
N/AN/A
2023
21.54%N/A
2022
-16.62%N/A
2021
14.96%N/A
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
N/A-0.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.27%N/AN/AN/A
20236.59%6.15%-2.84%10.56%
2022-3.97%-12.16%-5.34%4.43%
20213.78%5.99%-0.68%5.23%
2020-12.06%15.04%6.32%9.64%
20199.76%4.00%1.90%5.83%
2018-2.06%1.05%4.87%-9.09%
20174.41%2.86%2.85%3.52%
20161.33%1.86%2.89%0.29%
20151.35%0.59%-4.36%4.63%
20141.40%4.20%1.08%3.40%
20137.39%1.36%4.57%6.68%
20129.52%-2.25%5.95%0.49%
20110.87%-9.59%7.78%N/A

Rank in category (by total return)

YTD13
1-month10
3-month33
1-year9
3-year12
5-year7

Load adjusted returns

1-year19.60%
3-year4.82%
5-year10.70%
10-year8.51%