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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
6.62%
5-year average return
8.22%
Number of years up
3
Number of years down
1
Best 1-yr total return (7 Dec 2023)
29.27%
Worst 1-yr total return (7 Dec 2023)
N/A
Best 3-yr total return
29.27%
Worst 3-yr total return
3.56%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
CARFX
Category
YTD
6.56%
12.13%
1-month
9.08%
1.09%
3-month
-0.36%
6.61%
1-year
3.36%
37.63%
3-year
2.01%
13.82%
5-year
7.64%
13.76%
10-year
0.00%
10.29%
Last bull market
30.53%
19.35%
Last bear market
-8.10%
-17.99%
Annual total return (%) history
Year
CARFX
Category
2023
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2023
3.47%
3.73%
-5.75%
N/A
2022
-7.11%
-8.10%
-5.91%
2.49%
2021
2.68%
7.35%
-1.37%
7.04%
2020
-8.98%
6.41%
7.07%
11.78%
2019
13.33%
4.55%
1.80%
7.18%
2018
2.55%
-9.52%
N/A
N/A
Rank in category (by total return)
YTD
100
1-month
12
3-month
100
1-year
100
3-year
100
5-year
76
Load adjusted returns
1-year
3.36%
3-year
2.01%
5-year
7.64%
10-year
N/A
Data disclaimer
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