Columbia Balanced Fund (CBALX)

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The chart shows the growth of an initial investment of $10,000 in Columbia Balanced Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Columbia Balanced Fund (CBALX) has returned -5.35% so far this year and 9.86% over the past 12 months. Over the last ten years, CBALX has returned 8.95% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 20, 1996, CBALX's average daily return is +0.03%, while the average monthly return is +0.68%. At this rate, your investment would double in approximately 8.5 years.

Historically, 65% of months were positive and 35% were negative. The best month was Apr 2020 with a return of +9.1%, while the worst month was Oct 2008 at -11.7%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, CBALX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +6.7%, while the worst single day was Mar 16, 2020 at -7.0%.

Columbia Balanced Fund has an annualized alpha of 2.71%, beta of 0.60, and R² of 0.95 versus S&P 500 Index. Calculated based on daily prices since June 21, 1996.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (67.03%) than losses (64.16%) — typical of diversified or defensive assets.
• This fund generated an annualized alpha of 2.71% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 0.60 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

CBALX has an expense ratio of 0.67%, placing it in the medium range.

CBALX ranks 43 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Columbia Balanced Fund (CBALX) and compare them to a chosen benchmark (S&P 500 Index).

Columbia Balanced Fund provided a 6.86% dividend yield over the last twelve months, with an annual payout of $3.55 per share.

The table displays the monthly dividend distributions for Columbia Balanced Fund. 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 Balanced Fund. 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 Balanced Fund was 34.53%, occurring on Mar 9, 2009. Recovery took 257 trading sessions.

The current Columbia Balanced Fund drawdown is 6.56%.

The chart below shows the rolling one-month volatility.