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Columbia Capital Allocation Moderate Aggressive Portfolio (CGGTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.740.00 (0.00%)
At close: 09:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.33%
5-year average return6.76%
Number of years up9
Number of years down2
Best 1-yr total return (7 Dec 2023)21.28%
Worst 1-yr total return (7 Dec 2023)N/A
Best 3-yr total return21.28%
Worst 3-yr total return1.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCGGTXCategory
YTD12.70%9.69%
1-month7.23%0.91%
3-month0.99%5.21%
1-year8.58%27.06%
3-year2.44%11.00%
5-year6.03%10.26%
10-year5.93%8.34%
Last bull market26.10%15.58%
Last bear market-12.95%-12.16%

Annual total return (%) history

Year
CGGTXCategory
2023
N/AN/A
2022
-18.11%N/A
2021
12.60%N/A
2020
13.12%11.72%
2019
21.28%19.23%
2018
-7.76%-5.76%
2017
18.59%13.21%
2016
6.12%7.34%
2015
0.28%-1.93%
2014
5.50%6.21%
2013
17.51%16.48%
2012
12.47%11.72%
2011
N/A-0.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20235.59%4.89%-3.20%N/A
2022-5.91%-12.95%-6.13%6.51%
20213.82%5.36%-0.87%3.84%
2020-16.29%15.65%5.41%10.86%
201910.17%3.22%0.18%6.45%
2018-0.71%0.77%3.48%-10.91%
20175.16%3.68%4.31%4.28%
20160.10%1.81%3.83%0.29%
20152.72%0.02%-6.04%3.87%
20140.95%3.06%-1.06%2.49%
20135.51%-0.27%5.26%6.10%
20128.88%-2.92%4.90%1.44%
20110.40%-11.49%6.73%N/A

Rank in category (by total return)

YTD16
1-month21
3-month31
1-year17
3-year60
5-year52

Load adjusted returns

1-year2.34%
3-year0.44%
5-year4.79%
10-year5.31%