Columbia Multi Strategy Alternatives Fund (CLAYX)
Under normal circumstances, the fund employs alternative investment strategies that seek to identify and capitalize upon changes in macroeconomic fundamentals, market inefficiencies, market behavioral biases, market mis-pricings, risk premia, and other market factors or events within equity, fixed income, interest rate, commodities and currency markets around the world, including emerging markets.
Fund Info
ISIN | US19766M2382 |
---|---|
Issuer | Columbia Threadneedle |
Inception Date | Jan 27, 2015 |
Category | Multistrategy |
Min. Investment | $1,000,000 |
Asset Class | Alternatives |
Expense Ratio
The Columbia Multi Strategy Alternatives Fund has a high expense ratio of 0.92%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Multi Strategy Alternatives Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Columbia Multi Strategy Alternatives Fund had a return of 5.76% year-to-date (YTD) and 10.19% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 5.76% | 6.92% |
1 month | -1.01% | -2.83% |
6 months | 8.72% | 23.86% |
1 year | 10.19% | 23.33% |
5 years (annualized) | 0.72% | 11.66% |
10 years (annualized) | N/A | 10.52% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 1.94% | 2.11% | 2.37% | |||||||||
2023 | 0.45% | -1.91% | 1.87% | 1.45% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
Columbia Multi Strategy Alternatives Fund(CLAYX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Columbia Multi Strategy Alternatives Fund (CLAYX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Columbia Multi Strategy Alternatives Fund granted a 2.94% dividend yield in the last twelve months. The annual payout for that period amounted to $0.88 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.88 | $0.88 | $0.25 | $0.70 | $0.00 | $0.00 | $0.00 | $0.90 | $0.23 | $0.32 |
Dividend yield | 2.94% | 3.11% | 0.90% | 2.47% | 0.00% | 0.00% | 0.00% | 2.38% | 0.63% | 0.85% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Multi Strategy Alternatives Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.00 | |||||||||
2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.88 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.90 |
2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 |
2015 | $0.32 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia Multi Strategy Alternatives 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 Multi Strategy Alternatives Fund was 28.88%, occurring on Mar 25, 2020. The portfolio has not yet recovered.
The current Columbia Multi Strategy Alternatives Fund drawdown is 17.05%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-28.88% | Feb 26, 2015 | 1279 | Mar 25, 2020 | — | — | — |
-0.6% | Feb 6, 2015 | 4 | Feb 11, 2015 | 8 | Feb 24, 2015 | 12 |
-0.1% | Jan 29, 2015 | 1 | Jan 29, 2015 | 3 | Feb 3, 2015 | 4 |
-0.1% | Feb 4, 2015 | 1 | Feb 4, 2015 | 1 | Feb 5, 2015 | 2 |
Volatility
Volatility Chart
The current Columbia Multi Strategy Alternatives Fund volatility is 1.00%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.