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Columbia Capital Allocation Agrsv Inst (CPAZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.18+0.07 (+0.53%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.24%
5-year average return9.16%
Number of years up10
Number of years down3
Best 1-yr total return (2 Jul 2024)24.16%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return24.16%
Worst 3-yr total return2.67%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCPAZXCategory
YTD10.88%11.35%
1-month2.43%0.99%
3-month3.49%5.92%
1-year18.18%32.83%
3-year3.93%11.75%
5-year9.19%11.53%
10-year8.06%8.98%
Last bull market20.37%17.67%
Last bear market-14.35%-15.71%

Annual total return (%) history

Year
CPAZXCategory
2024
N/AN/A
2023
20.18%N/A
2022
-18.88%N/A
2021
16.55%N/A
2020
14.46%13.51%
2019
24.16%21.35%
2018
-9.01%-7.93%
2017
22.58%15.80%
2016
6.51%7.93%
2015
0.61%-2.77%
2014
6.01%5.71%
2013
22.81%21.31%
2012
14.88%13.42%
2011
-2.70%-3.80%
2010
N/A13.49%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.14%3.49%N/AN/A
20236.27%6.10%-3.09%9.99%
2022-5.95%-14.35%-6.49%7.69%
20215.64%6.23%-1.05%4.96%
2020-19.49%18.28%6.65%12.71%
201911.74%3.22%-0.24%7.91%
2018-0.37%0.75%4.23%-13.03%
20176.20%4.33%5.12%5.25%
2016-0.34%1.55%4.54%0.68%
20152.93%0.40%-7.23%4.94%
20140.99%3.47%-1.19%2.68%
20137.14%0.51%6.29%7.29%
201211.16%-4.28%5.44%2.40%
20114.94%0.47%-13.95%7.25%
20109.36%N/AN/AN/A

Rank in category (by total return)

YTD8
1-month6
3-month4
1-year12
3-year28
5-year18

Load adjusted returns

1-year18.18%
3-year3.93%
5-year9.19%
10-year8.06%