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Columbia Funds Series Trust I - Columbia Adaptive Retirement 2055 Fund (CARFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.55-0.01 (-0.13%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.62%
5-year average return8.22%
Number of years up3
Number of years down1
Best 1-yr total return (7 Dec 2023)29.27%
Worst 1-yr total return (7 Dec 2023)N/A
Best 3-yr total return29.27%
Worst 3-yr total return3.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCARFXCategory
YTD6.56%12.13%
1-month9.08%1.09%
3-month-0.36%6.61%
1-year3.36%37.63%
3-year2.01%13.82%
5-year7.64%13.76%
10-year0.00%10.29%
Last bull market30.53%19.35%
Last bear market-8.10%-17.99%

Annual total return (%) history

Year
CARFXCategory
2023
N/AN/A
2022
-17.67%N/A
2021
16.37%N/A
2020
15.92%15.47%
2019
29.27%24.91%
2018
N/A-8.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20233.47%3.73%-5.75%N/A
2022-7.11%-8.10%-5.91%2.49%
20212.68%7.35%-1.37%7.04%
2020-8.98%6.41%7.07%11.78%
201913.33%4.55%1.80%7.18%
20182.55%-9.52%N/AN/A

Rank in category (by total return)

YTD100
1-month12
3-month100
1-year100
3-year100
5-year76

Load adjusted returns

1-year3.36%
3-year2.01%
5-year7.64%
10-yearN/A