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Columbia Adaptive Risk Allocation Fund Class I: (MF: CRAZX)
(NASDAQ Mutual Funds) As of Sep 22, 2025 08:00 PM ET
$10.64 USD
+0.02 (0.19%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Aug 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 9.44 | 1 |
| 3 months | 6.42 | 1 |
| 6 months | 6.10 | 1 |
| 1 Year | 8.91 | 2 |
| 3 Year | 7.25 | 11 |
| 5 Year | 4.81 | 9 |
| 10 Year | 6.45 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2025
| 1 Year | 9.68 |
| 5 Year | 5.85 |
| 10 Year | 5.89 |
| Since Inception | 5.30 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.94 | 5.40 | NA | NA |
| 2024 | 3.86 | 0.74 | 5.80 | -2.56 |
| 2023 | 2.98 | 0.92 | -4.02 | 9.09 |
| 2022 | -4.98 | -7.12 | -5.00 | 1.40 |
| 2021 | 0.08 | 6.39 | -0.65 | 4.95 |
| 2020 | -7.13 | 4.49 | 4.77 | 7.58 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 9.44 | 7.86 | 8.83 | -14.98 | 11.04 | 9.38 | 18.93 | -4.43 | 13.26 | 9.58 | -4.72 |
| % Total Return Rel to Index | 4.45 | 6.59 | 3.31 | -1.96 | 12.58 | 1.87 | 10.20 | -4.45 | 9.72 | 6.93 | -5.29 |
| % Total Return Rel to Peer | 4.44 | 3.99 | 2.44 | -5.46 | 10.37 | 3.44 | 10.95 | -3.29 | 9.25 | 4.45 | -2.73 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 1.00 | 1.00 | 5.00 | 1.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.24 | 0.04 | 0.68 | 0.43 | 0.10 | 0.29 | 0.37 | 0.01 | 0.13 | 0.00 |
| % Yield | 0.00 | 2.37 | 2.50 | 7.66 | 3.37 | 0.80 | 2.44 | 3.52 | 0.04 | 1.18 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 1.73 | 0.14 | 0.52 | 0.24 | 0.77 | 0.09 | 0.09 |
| Expense Ratio | 0.75 | 0.76 | 0.77 | 0.75 | 0.75 | 0.76 | 0.75 | 0.74 | 0.73 | 0.82 | 0.78 |
* 1 = Top 20%, 5 = Bottom 20%