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Columbia Capital Alloc Mod Agrsv Inst3 (CPHNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.45+0.05 (+0.44%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.83%
5-year average return7.53%
Number of years up8
Number of years down2
Best 1-yr total return (30 Jun 2024)21.69%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return21.69%
Worst 3-yr total return1.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCPHNXCategory
YTD6.51%9.69%
1-month3.92%0.91%
3-month3.25%5.21%
1-year17.96%27.06%
3-year2.47%11.00%
5-year8.28%10.26%
10-year7.00%8.34%
Last bull market18.19%15.58%
Last bear market-12.82%-12.16%

Annual total return (%) history

Year
CPHNXCategory
2024
N/AN/A
2023
17.88%N/A
2022
-17.82%N/A
2021
12.99%N/A
2020
13.52%11.72%
2019
21.69%19.23%
2018
-7.46%-5.76%
2017
19.02%13.21%
2016
6.63%7.34%
2015
0.58%-1.93%
2014
5.98%6.21%
2013
N/A16.48%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.67%N/AN/AN/A
20235.71%4.90%-3.10%9.70%
2022-5.88%-12.82%-6.08%6.65%
20213.90%5.40%-0.81%4.02%
2020-16.17%15.73%5.52%10.90%
201910.25%3.37%0.19%6.57%
2018-0.64%0.79%3.63%-10.84%
20175.24%3.83%4.30%4.43%
20160.28%1.85%3.99%0.40%
20152.85%0.04%-5.94%3.93%
20141.07%3.14%-0.95%2.64%
20135.37%6.22%N/AN/A

Rank in category (by total return)

YTD23
1-month10
3-month15
1-year17
3-year50
5-year35

Load adjusted returns

1-year17.96%
3-year2.47%
5-year8.28%
10-year7.00%