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Columbia Capital Allocation Agrsv Adv (CPDAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.65-0.01 (-0.08%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.29%
5-year average return9.63%
Number of years up8
Number of years down2
Best 1-yr total return (13 June 2024)24.22%
Worst 1-yr total return (13 June 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
YTD8.20%11.35%
1-month4.37%0.99%
3-month3.76%5.92%
1-year21.16%32.83%
3-year3.51%11.75%
5-year9.98%11.53%
10-year8.02%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)

YTD12
1-month8
3-month11
1-year13
3-year35
5-year19

Load adjusted returns

1-year21.16%
3-year3.51%
5-year9.98%
10-year8.02%