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CBLRX: COLUMBIA BALANCED FUND COLUMBIA BALANCED FUND CLASS R (MUTUAL FUND)
Basic Info 54.06 0.13(0.24%) July 02
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (13%) |
| Start Date: | 09/28/2010 |
| Last Dividend Date: | 03/18/2025 |
| 12-Mo. Yield | 1.22% |
| Expenses | 1.67% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/28/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.5 | 5.5 | 4.2 | 9.4 | 5.7 | 5.9 | 7.7 | 8.1 | 20.9 | -20.1 | 5.4 | 12.7 | 22.4 | -6.2 | 13.7 | 5.7 | 1.4 | 9.7 | 20.7 | 13.4 | 0.9 | 7.1 |
| Sharpe Ratio | NA | 0.5 | 0.0 | 0.45 | 0.29 | 0.37 | 0.59 | 0.15 | 1.86 | -1.33 | 0.45 | 0.59 | 2.87 | -0.72 | 3.24 | 0.68 | 0.14 | 1.33 | 2.78 | 1.66 | 0.06 | 3.49 |
| Draw Down(%) | NA | 12.1 | 16.2 | 16.2 | 27.0 | 27.0 | 27.0 | 8.1 | 7.6 | 21.2 | 10.1 | 22.7 | 3.7 | 13.4 | 1.2 | 5.9 | 7.8 | 4.9 | 4.8 | 6.4 | 12.8 | 3.1 |
| Standard Deviation(%) | NA | 15.1 | 13.5 | 12.0 | 12.5 | 12.1 | 11.3 | 10.2 | 9.0 | 16.2 | 12.0 | 21.0 | 7.3 | 10.5 | 4.1 | 8.0 | 9.7 | 7.3 | 7.4 | 8.1 | 14.7 | 8.5 |
| Treynor Ratio | NA | 0.08 | 0.0 | 0.05 | 0.04 | 0.04 | 0.07 | 0.02 | 0.18 | -0.22 | 0.06 | 0.13 | 0.21 | -0.07 | 0.14 | 0.05 | 0.01 | 0.09 | 0.19 | 0.12 | 0.01 | 0.26 |
| Alpha | NA | 0.0 | -0.03 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.02 | -0.01 | -0.02 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 |
| Beta | NA | 1.0 | 1.01 | 0.99 | 0.99 | 1.0 | 1.02 | 0.88 | 0.91 | 0.97 | 0.95 | 0.99 | 1.01 | 1.06 | 0.97 | 1.01 | 1.08 | 1.07 | 1.07 | 1.08 | 1.07 | 1.15 |
| RSquared | NA | 0.98 | 0.84 | 0.89 | 0.82 | 0.89 | 0.91 | 0.64 | 0.92 | 0.93 | 0.46 | 0.94 | 0.97 | 0.98 | 0.92 | 0.97 | 0.94 | 0.96 | 0.96 | 0.96 | 0.99 | 0.96 |
| Yield(%) | N/A | 0.3 | 1.2 | 1.5 | 1.1 | 2.3 | N/A | 1.8 | 1.6 | 0.7 | 0.4 | 0.9 | 4.3 | 4.7 | 2.5 | 1.0 | 3.5 | 4.5 | 0.6 | 1.0 | 4.0 | 0.0 |
| Dividend Growth(%) | N/A | -79.2 | -16.4 | -6.1 | -60.6 | N/A | N/A | 27.6 | 72.9 | 120.7 | -54.3 | -76.2 | -17.4 | 103.3 | 181.7 | -73.0 | -18.9 | 799.4 | -35.1 | -74.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/28/2010
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