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Columbia Capital Allocation Agrsv Adv (CPDAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.45+0.08 (+0.65%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.85%
5-year average return9.52%
Number of years up8
Number of years down2
Best 1-yr total return (22 May 2024)24.22%
Worst 1-yr total return (22 May 2024)N/A
Best 3-yr total return24.22%
Worst 3-yr total return2.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCPDAXCategory
YTD3.66%11.35%
1-month-3.18%0.99%
3-month2.85%5.92%
1-year15.87%32.83%
3-year2.39%11.75%
5-year7.73%11.53%
10-year7.76%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)

YTD20
1-month13
3-month33
1-year11
3-year44
5-year26

Load adjusted returns

1-year15.87%
3-year2.39%
5-year7.73%
10-year7.76%