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Columbia Funds Series Trust I - Adaptive Retirement 2040 Fund (CAROX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.380.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.72%
5-year average return5.22%
Number of years up3
Number of years down2
Best 1-yr total return (26 Oct 2023)25.10%
Worst 1-yr total return (26 Oct 2023)N/A
Best 3-yr total return25.10%
Worst 3-yr total return2.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCAROXCategory
YTD-2.72%10.80%
1-month-3.44%1.06%
3-month-9.03%6.14%
1-year-2.35%33.59%
3-year0.33%12.99%
5-year5.22%12.87%
10-year0.00%9.72%
Last bull market23.73%19.05%
Last bear market-6.73%-17.54%

Annual total return (%) history

Year
CAROXCategory
2023
N/AN/A
2022
-15.25%N/A
2021
12.51%N/A
2020
13.33%14.56%
2019
25.10%23.19%
2018
-6.45%-7.74%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20233.09%2.64%-4.44%N/A
2022-6.23%-6.73%-5.14%2.16%
20211.55%6.29%-1.20%5.50%
2020-7.14%5.39%5.88%9.38%
201911.66%4.14%1.51%5.98%
2018-1.95%1.49%2.25%-8.06%

Rank in category (by total return)

YTD100
1-month97
3-month100
1-year100
3-year98
5-year80

Load adjusted returns

1-year3.30%
3-year1.79%
5-year4.68%
10-yearN/A