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Columbia Balanced A (CBLAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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51.71+0.21 (+0.41%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.07%
5-year average return10.38%
Number of years up18
Number of years down3
Best 1-yr total return (30 May 2024)28.08%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return28.08%
Worst 3-yr total return3.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCBLAXCategory
YTD3.04%9.69%
1-month-2.96%0.91%
3-month1.86%5.21%
1-year15.42%27.06%
3-year3.46%11.00%
5-year8.74%10.26%
10-year7.97%8.34%
Last bull market19.35%15.58%
Last bear market-12.22%-12.16%

Annual total return (%) history

Year
CBLAXCategory
2024
N/AN/A
2023
21.20%N/A
2022
-16.85%N/A
2021
14.63%N/A
2020
17.57%11.72%
2019
22.73%19.23%
2018
-5.92%-5.76%
2017
14.01%13.21%
2016
6.16%7.34%
2015
1.64%-1.93%
2014
9.96%6.21%
2013
21.00%16.48%
2012
13.59%11.72%
2011
1.37%-0.11%
2010
12.41%11.83%
2009
28.08%24.13%
2008
-23.42%-28.00%
2007
9.68%5.99%
2006
10.38%11.29%
2005
5.54%5.13%
2004
6.37%8.86%
2003
18.08%20.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.18%N/AN/AN/A
20236.50%6.09%-2.91%10.49%
2022-4.04%-12.22%-5.40%4.35%
20213.70%5.93%-0.75%5.14%
2020-12.14%14.96%6.23%9.58%
20199.67%3.91%1.84%5.74%
2018-2.13%0.94%4.81%-9.15%
20174.32%2.78%2.80%3.43%
20161.24%1.77%2.79%0.23%
20151.29%0.47%-4.45%4.53%
20141.28%4.07%0.99%3.30%
20137.28%1.27%4.47%6.61%
20129.42%-2.33%5.85%0.40%
20113.34%0.86%-9.68%7.68%
20104.43%-7.99%8.31%8.00%
2009-3.74%14.13%12.34%3.78%
2008-4.25%-0.77%-6.18%-14.09%
20071.05%3.65%3.30%1.37%
20062.34%-2.35%4.95%5.24%
2005-2.51%1.72%3.94%2.39%
20041.79%-0.60%-2.08%7.37%
2003-1.48%9.33%2.09%7.40%

Rank in category (by total return)

YTD20
1-month31
3-month35
1-year9
3-year18
5-year9

Load adjusted returns

1-year8.78%
3-year1.44%
5-year7.46%
10-year7.33%