Columbia Capital Allocation Aggressive Portfolio (AXBAX)

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Columbia Capital Allocation Aggressive Portfolio (AXBAX) is up 11.5% since the beginning of the year. AXBAX is currently trading at $16 per share. Investors who bought $1,000 worth of AXBAX shares 5 years ago would now be looking at an investment worth $1,556.

Columbia Capital Allocation Aggressive Portfolio (AXBAX) has returned 11.48% so far this year and 28.83% over the past 12 months. Over the last ten years, AXBAX has returned 10.80% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.

Based on dividend-adjusted daily data since Mar 1, 2004, AXBAX's average daily return is +0.04%, while the average monthly return is +0.71%. At this rate, an investment would double in approximately 8.2 years.

Historically, 65% of months were positive and 35% were negative. The best month was Nov 2020 with a return of +10.3%, while the worst month was Oct 2008 at -15.6%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 6 months.

On a daily basis, AXBAX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +8.5%, while the worst single day was Mar 16, 2020 at -9.5%.

Columbia Capital Allocation Aggressive Portfolio has an annualized alpha of 0.74%, beta of 0.79, and R2 of 0.95 versus S&P 500 Index. Calculated based on daily prices since March 02, 2004.

• This fund participated in 89.07% of S&P 500 Index downside but only 85.99% of its upside - more exposed to losses than it benefited from rallies.

AXBAX has an expense ratio of 0.39%, placing it in the medium range.

AXBAX ranks 82 for risk / return — in the top 82% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Columbia Capital Allocation Aggressive Portfolio (AXBAX) and compare them to S&P 500 Index.

Columbia Capital Allocation Aggressive Portfolio provided a 8.80% dividend yield over the last twelve months, with an annual payout of $1.38 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Columbia Capital Allocation Aggressive Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Columbia Capital Allocation Aggressive Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Columbia Capital Allocation Aggressive Portfolio was 50.83%, occurring on Mar 9, 2009. Recovery took 888 trading sessions.

The chart below shows the rolling one-month volatility.