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Columbia Capital Allocation Agrsv Adv (CPDAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.74+0.03 (+0.24%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.98%
5-Year Average Return9.46%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Jun 25, 2024)24.22%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return24.22%
Worst 3-Yr Total Return2.69%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCPDAXCategory
YTD8.20%11.35%
1-Month4.37%0.99%
3-Month3.76%5.92%
1-Year21.16%32.83%
3-Year3.51%11.75%
5-Year9.98%11.53%
10-Year8.02%8.98%
Last Bull Market20.30%17.67%
Last Bear Market-14.36%-15.71%

Annual Total Return (%) History

Year
CPDAXCategory
2024
N/AN/A
2023
20.16%N/A
2022
-18.86%N/A
2021
16.57%N/A
2020
14.49%13.51%
2019
24.22%21.35%
2018
-9.09%-7.93%
2017
22.55%15.80%
2016
6.61%7.93%
2015
0.53%-2.77%
2014
6.07%5.71%
2013
N/A21.31%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.06%N/AN/AN/A
20236.22%6.06%-3.08%10.05%
2022-5.93%-14.36%-6.45%7.66%
20215.60%6.29%-1.07%4.99%
2020-19.45%18.21%6.69%12.70%
201911.76%3.28%-0.33%7.98%
2018-0.38%0.76%4.22%-13.10%
20176.11%4.31%5.20%5.25%
2016-0.26%1.48%4.52%0.78%
20152.88%0.41%-7.17%4.82%
20141.00%3.51%-1.28%2.78%
20136.28%7.29%N/AN/A

Rank In Category (By Total Return)

YTD12
1-Month8
3-Month11
1-Year13
3-Year35
5-Year19

Load Adjusted Returns

1-Year21.16%
3-Year3.51%
5-Year9.98%
10-Year8.02%