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Columbia Capital Allocation Aggressive Portfolio Class I: (MF: CPAZX)

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

$14.50 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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 10.66 24
3 months 0.41 15
6 months 12.59 21
1 Year 13.74 24
3 Year 18.87 17
5 Year 9.33 18
10 Year 10.73 14

* 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 13.74
5 Year 9.32
10 Year 10.73
Since Inception 9.93

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.72 12.13 0.41 NA
2025 -2.09 10.17 7.56 2.78
2024 7.14 3.48 4.99 -0.59
2023 6.26 6.10 -3.09 9.98
2022 -5.95 -14.38 -6.48 7.69
2021 5.63 6.23 -1.05 4.96

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.6519.2515.7220.17-18.9116.5514.4924.18-8.9622.646.50
% Total Return Rel to Index -2.081.03-9.29-6.07-0.70-12.13-3.90-7.30-4.570.84-5.43
% Total Return Rel to Peer 3.354.745.807.01-5.945.043.806.98-2.469.180.23
% Perf Quintile vs Peer* 2.002.001.001.005.002.002.002.005.001.003.00
% Dividends 0.020.250.210.250.140.390.210.220.260.220.16
% Yield 1.691.621.542.081.242.461.441.562.071.521.29
Capital Gains ($) 0.651.140.490.410.661.480.620.770.960.810.44
Expense Ratio 0.130.140.160.150.140.170.220.220.230.250.26

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