Back to top
Columbia Multi Strategy Alternatives Fd Class I: (MF: CLAZX)
(NASDAQ Mutual Funds) As of Sep 20, 2024 08:00 PM ET
$29.96 USD
-0.06 (-0.20%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.15 | 91 |
| 3 months | -0.40 | 95 |
| 6 months | 1.02 | 96 |
| 1 Year | 7.02 | 93 |
| 3 Year | 2.06 | 59 |
| 5 Year | 1.37 | 97 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 9.73 |
| 5 Year | 1.11 |
| 10 Year | NA |
| Since Inception | -2.04 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.57 | -0.50 | NA | NA |
| 2023 | -0.21 | 0.39 | 2.14 | 1.31 |
| 2022 | -0.53 | 0.35 | 0.35 | -0.33 |
| 2021 | 1.14 | 0.46 | -2.05 | -2.31 |
| 2020 | -6.53 | 3.63 | 1.29 | 3.08 |
| 2019 | 0.00 | -2.34 | -2.53 | 0.41 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.15 | 3.66 | -0.15 | -2.77 | 1.15 | -4.42 | -18.53 | 6.56 | -3.57 |
| % Total Return Rel to Index | -14.39 | -22.57 | 18.05 | -31.45 | -17.24 | -35.91 | -14.14 | -15.22 | -15.50 |
| % Total Return Rel to Peer | -4.81 | -9.49 | 12.81 | -14.28 | -9.53 | -21.61 | -12.04 | -6.89 | -9.84 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 5.00 | 5.00 | 5.00 | 5.00 | 5.00 | 5.00 |
| % Dividends | 0.00 | 0.86 | 0.22 | 0.67 | 0.00 | 0.00 | 0.00 | 0.87 | 0.20 |
| % Yield | 0.00 | 2.89 | 0.76 | 2.23 | 0.00 | 0.00 | 0.00 | 2.17 | 0.54 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.08 | 1.06 | 1.05 | 1.02 | 1.00 | 0.99 | 1.03 | 1.08 | 1.12 |
* 1 = Top 20%, 5 = Bottom 20%