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Columbia Capital Allocation Aggressive Portfolio Class A: (MF: AXBAX)

(NASDAQ Mutual Funds) As of Jul 31, 2026 06:28 PM ET

$14.64 USD

+0.06 (0.41%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 10.03 29
3 months 12.02 26
6 months 10.03 29
1 Year 21.57 20
3 Year 17.20 20
5 Year 8.74 23
10 Year 10.91 19

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -47.71
Bull Market (2/09 - 3/21) 604.25

Load Adjusted Returns as of Jun 30, 2026

1 Year 14.96
5 Year 7.52
10 Year 10.29
Since Inception 7.84

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.78 12.02 NA NA
2025 -2.15 10.10 7.44 2.83
2024 7.01 3.44 4.96 -0.65
2023 6.13 6.04 -3.16 9.97
2022 -5.98 -14.48 -6.45 7.59
2021 5.53 6.25 -1.18 4.91

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.0319.0315.4319.85-19.0816.2514.2423.88-9.2622.376.24
% Total Return Rel to Index -0.420.81-9.59-6.38-0.88-12.42-4.16-7.60-4.870.58-5.69
% Total Return Rel to Peer 3.024.525.516.70-6.124.753.556.68-2.768.91-0.03
% Perf Quintile vs Peer* 2.002.001.001.005.002.002.002.005.001.004.00
% Dividends 0.020.220.180.220.110.360.180.190.220.190.14
% Yield 1.281.411.301.650.992.221.221.331.791.311.08
Capital Gains ($) 0.651.140.490.410.661.480.620.770.960.810.44
Expense Ratio 0.380.390.410.400.390.430.470.470.490.500.51

* 1 = Top 20%, 5 = Bottom 20%