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Columbia Capital Allocation Agrsv Inst3 (CPDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.71+0.05 (+0.39%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.00%
5-year average return9.53%
Number of years up8
Number of years down2
Best 1-yr total return (24 Jun 2024)24.33%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return24.33%
Worst 3-yr total return2.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCPDIXCategory
YTD8.21%11.35%
1-month4.47%0.99%
3-month3.86%5.92%
1-year21.30%32.83%
3-year3.60%11.75%
5-year10.05%11.53%
10-year8.11%8.98%
Last bull market20.32%17.67%
Last bear market-14.37%-15.71%

Annual total return (%) history

Year
CPDIXCategory
2024
N/AN/A
2023
20.30%N/A
2022
-18.75%N/A
2021
16.59%N/A
2020
14.47%13.51%
2019
24.33%21.35%
2018
-9.02%-7.93%
2017
22.78%15.80%
2016
6.64%7.93%
2015
0.73%-2.77%
2014
6.17%5.71%
2013
N/A21.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.07%N/AN/AN/A
20236.23%6.08%-3.00%10.05%
2022-5.87%-14.37%-6.46%7.77%
20215.61%6.30%-1.00%4.91%
2020-19.47%18.24%6.70%12.67%
201911.77%3.20%-0.25%8.05%
2018-0.38%0.77%4.22%-13.04%
20176.21%4.39%5.12%5.35%
2016-0.26%1.48%4.61%0.71%
20152.97%0.42%-7.17%4.94%
20141.08%3.53%-1.21%2.69%
20136.36%7.35%N/AN/A

Rank in category (by total return)

YTD12
1-month7
3-month10
1-year12
3-year33
5-year18

Load adjusted returns

1-year21.30%
3-year3.60%
5-year10.05%
10-year8.11%