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Columbia Capital Alloc Mod Agrsv A (NBIAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.75+0.05 (+0.43%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.72%
5-year average return7.17%
Number of years up21
Number of years down6
Best 1-yr total return (30 Jun 2024)30.44%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return30.44%
Worst 3-yr total return1.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNBIAXCategory
YTD6.45%9.69%
1-month4.00%0.91%
3-month3.17%5.21%
1-year17.63%27.06%
3-year2.15%11.00%
5-year7.92%10.26%
10-year6.63%8.34%
Last bull market18.06%15.58%
Last bear market-12.95%-12.16%

Annual total return (%) history

Year
NBIAXCategory
2024
N/AN/A
2023
17.47%N/A
2022
-18.10%N/A
2021
12.69%N/A
2020
13.04%11.72%
2019
21.28%19.23%
2018
-7.76%-5.76%
2017
18.59%13.21%
2016
6.12%7.34%
2015
0.36%-1.93%
2014
5.45%6.21%
2013
17.58%16.48%
2012
12.42%11.72%
2011
-0.97%-0.11%
2010
15.32%11.83%
2009
30.44%24.13%
2008
-28.31%-28.00%
2007
7.94%5.99%
2006
12.22%11.29%
2005
5.73%5.13%
2004
10.17%8.86%
2003
24.10%20.35%
2002
-10.32%-12.02%
2001
-3.18%-5.05%
2000
7.05%1.82%
1999
14.28%10.71%
1998
11.66%13.52%
1997
11.20%19.63%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.63%N/AN/AN/A
20235.59%4.89%-3.20%9.57%
2022-5.91%-12.95%-6.13%6.51%
20213.82%5.44%-0.95%3.92%
2020-16.29%15.65%5.41%10.77%
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%
20152.80%0.02%-6.04%3.87%
20140.97%3.07%-1.06%2.41%
20135.52%-0.17%5.19%6.11%
20128.88%-2.99%4.92%1.45%
20114.29%0.41%-11.49%6.84%
20104.15%-6.82%9.91%8.11%
2009-4.95%16.41%13.74%3.66%
2008-7.32%-0.50%-9.00%-14.57%
20072.08%3.37%3.02%-0.70%
20064.18%-1.06%2.75%5.95%
2005-1.43%1.65%3.34%2.12%
20042.69%-0.71%0.36%7.65%
2003-1.67%12.44%3.03%8.93%
20022.27%-5.48%-10.48%3.63%
2001-5.17%2.56%-7.46%7.58%
20004.13%0.04%2.74%0.02%
19990.82%3.69%-1.53%11.02%
19987.78%1.24%-8.96%12.39%
1997-1.56%7.96%5.14%-0.47%

Rank in category (by total return)

YTD23
1-month9
3-month18
1-year20
3-year58
5-year44

Load adjusted returns

1-year10.86%
3-year0.15%
5-year6.65%
10-year6.00%