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Columbia Capital Allocation Agrsv Inst3 (CPDIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.71+0.02 (+0.16%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.01%
5-Year Average Return9.53%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Jun 25, 2024)24.33%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return24.33%
Worst 3-Yr Total Return2.73%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
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%