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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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8.38
0.00
(0.00%)
At close: 09:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
-2.72%
5-year average return
5.22%
Number of years up
3
Number of years down
2
Best 1-yr total return (26 Oct 2023)
25.10%
Worst 1-yr total return (26 Oct 2023)
N/A
Best 3-yr total return
25.10%
Worst 3-yr total return
2.62%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
CAROX
Category
YTD
-2.72%
10.80%
1-month
-3.44%
1.06%
3-month
-9.03%
6.14%
1-year
-2.35%
33.59%
3-year
0.33%
12.99%
5-year
5.22%
12.87%
10-year
0.00%
9.72%
Last bull market
23.73%
19.05%
Last bear market
-6.73%
-17.54%
Annual total return (%) history
Year
CAROX
Category
2023
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2023
3.09%
2.64%
-4.44%
N/A
2022
-6.23%
-6.73%
-5.14%
2.16%
2021
1.55%
6.29%
-1.20%
5.50%
2020
-7.14%
5.39%
5.88%
9.38%
2019
11.66%
4.14%
1.51%
5.98%
2018
-1.95%
1.49%
2.25%
-8.06%
Rank in category (by total return)
YTD
100
1-month
97
3-month
100
1-year
100
3-year
98
5-year
80
Load adjusted returns
1-year
3.30%
3-year
1.79%
5-year
4.68%
10-year
N/A
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