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Columbia Capital Allocation Aggressive Portfolio Class R: (MF: CPARX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:49 PM ET

$14.33 USD

-0.06 (-0.42%)

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 10.17 27
3 months 0.27 18
6 months 12.28 23
1 Year 13.18 27
3 Year 18.30 21
5 Year 8.80 25
10 Year 10.18 22

* 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 Sep 30, 2026

1 Year 13.18
5 Year 8.79
10 Year 10.18
Since Inception 9.39

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.88 11.97 0.27 NA
2025 -2.18 10.00 7.40 2.73
2024 6.92 3.39 4.95 -0.74
2023 6.11 6.01 -3.20 9.87
2022 -6.05 -14.45 -6.63 7.54
2021 5.44 6.15 -1.19 4.80

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.1718.7215.1819.63-19.3115.9013.9423.60-9.5222.115.96
% Total Return Rel to Index -2.570.50-9.84-6.61-1.10-12.77-4.45-7.88-5.130.31-5.97
% Total Return Rel to Peer 2.864.215.266.47-6.344.393.266.40-3.028.65-0.31
% Perf Quintile vs Peer* 2.002.001.001.005.002.002.002.005.001.004.00
% Dividends 0.020.190.150.200.080.320.150.150.190.160.11
% Yield 1.301.241.091.580.752.021.021.131.541.120.88
Capital Gains ($) 0.651.140.490.410.661.480.620.770.960.810.44
Expense Ratio 0.640.640.660.650.650.690.720.720.730.750.76

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