New Zealand markets closed

Columbia Capital Allocation Agrsv R (CPARX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
12.49+0.07 (+0.56%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.84%
5-year average return8.38%
Number of years up10
Number of years down3
Best 1-yr total return (8 May 2024)23.58%
Worst 1-yr total return (8 May 2024)N/A
Best 3-yr total return23.58%
Worst 3-yr total return2.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCPARXCategory
YTD3.42%11.35%
1-month-3.28%0.99%
3-month2.72%5.92%
1-year15.13%32.83%
3-year1.84%11.75%
5-year7.17%11.53%
10-year7.21%8.98%
Last bull market20.03%17.67%
Last bear market-14.42%-15.71%

Annual total return (%) history

Year
CPARXCategory
2024
N/AN/A
2023
19.64%N/A
2022
-19.28%N/A
2021
15.90%N/A
2020
13.92%13.51%
2019
23.58%21.35%
2018
-9.57%-7.93%
2017
22.04%15.80%
2016
5.97%7.93%
2015
0.11%-2.77%
2014
5.43%5.71%
2013
22.27%21.31%
2012
14.27%13.42%
2011
-3.18%-3.80%
2010
N/A13.49%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.93%N/AN/AN/A
20236.11%6.01%-3.21%9.88%
2022-6.06%-14.42%-6.63%7.54%
20215.44%6.16%-1.20%4.80%
2020-19.57%18.12%6.51%12.57%
201911.60%3.12%-0.41%7.84%
2018-0.60%0.71%4.10%-13.22%
20176.04%4.18%4.99%5.22%
2016-0.43%1.38%4.39%0.57%
20152.85%0.23%-7.34%4.81%
20140.84%3.36%-1.35%2.53%
20136.97%0.43%6.14%7.24%
201210.94%-4.37%5.35%2.24%
20114.74%0.38%-13.99%7.07%
20109.23%N/AN/AN/A

Rank in category (by total return)

YTD27
1-month25
3-month37
1-year16
3-year63
5-year48

Load adjusted returns

1-year15.13%
3-year1.84%
5-year7.17%
10-year7.21%