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Columbia Fds Srs Tr I, Real Estate Equity Fund Inc Class A: (MF: CREAX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$9.76 USD
+0.14 (1.46%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.51 | 74 |
| 3 months | 0.51 | 74 |
| 6 months | -6.42 | 48 |
| 1 Year | 8.62 | 31 |
| 3 Year | -0.11 | 8 |
| 5 Year | 10.33 | 16 |
| 10 Year | 4.79 | 28 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -61.48 |
| Bull Market (2/09 - 3/21) | 519.30 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 2.72 |
| 5 Year | 9.10 |
| 10 Year | 4.20 |
| Since Inception | 7.98 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.51 | NA | NA | NA |
| 2024 | -0.79 | -0.97 | 17.22 | -6.89 |
| 2023 | 4.79 | 2.69 | -7.86 | 16.65 |
| 2022 | -6.61 | -16.65 | -8.34 | 4.67 |
| 2021 | 5.76 | 12.80 | 1.32 | 17.24 |
| 2020 | -22.28 | 11.94 | 1.81 | 8.75 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.51 | 7.21 | 15.65 | -25.32 | 41.73 | -3.66 | 28.00 | -7.47 | 5.05 | 3.99 | 0.88 |
| % Total Return Rel to Index | 4.77 | -17.81 | -10.58 | -7.12 | 13.05 | -22.06 | -3.48 | -3.07 | -16.74 | -7.94 | -0.50 |
| % Total Return Rel to Peer | -0.59 | 3.57 | 4.46 | -3.21 | 10.37 | 0.28 | 2.54 | -1.02 | -3.71 | -0.49 | 0.56 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 2.00 | 2.00 | 3.00 | 2.00 | 4.00 | 4.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.31 | 0.27 | 0.24 | 0.21 | 0.20 | 0.28 | 0.28 | 0.34 | 0.29 | 0.26 |
| % Yield | 0.00 | 2.88 | 2.81 | 1.93 | 1.20 | 1.46 | 1.81 | 2.09 | 2.05 | 1.78 | 1.57 |
| Capital Gains ($) | 0.00 | 0.65 | 2.95 | 0.40 | 0.79 | 0.69 | 1.33 | 0.68 | 1.79 | 0.24 | 0.51 |
| Expense Ratio | 0.00 | 1.22 | 1.23 | 1.25 | 1.26 | 1.27 | 1.28 | 1.29 | 1.28 | 1.24 | 1.25 |
* 1 = Top 20%, 5 = Bottom 20%