Columbia Adaptive Risk Allocation Fund (CRAZX)

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The chart shows the growth of an initial investment of $10,000 in Columbia Adaptive Risk Allocation 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 Adaptive Risk Allocation Fund (CRAZX) has returned 0.94% so far this year and 14.35% over the past 12 months. Over the last ten years, CRAZX has returned 6.51% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 19, 2012, CRAZX's average daily return is +0.02%, while the average monthly return is +0.45%. At this rate, your investment would double in approximately 12.9 years.

Historically, 63% of months were positive and 37% were negative. The best month was Nov 2023 with a return of +6.9%, while the worst month was Jun 2013 at -6.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.

On a daily basis, CRAZX closed higher 49% of trading days. The best single day was Apr 9, 2025 with a return of +3.9%, while the worst single day was Jun 20, 2013 at -3.9%.

Columbia Adaptive Risk Allocation Fund has an annualized alpha of 1.18%, beta of 0.34, and R² of 0.48 versus S&P 500 Index. Calculated based on daily prices since June 20, 2012.

• This fund participated in 57.79% of S&P 500 Index downside but only 44.89% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.34 may look defensive, but with R² of 0.48 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R² of 0.48 means the benchmark explains less than half of this fund's behavior — treat beta with caution or consider switching to a more representative benchmark.

CRAZX has an expense ratio of 0.74%, placing it in the medium range.

CRAZX ranks 83 for risk / return — in the top 83% 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 Adaptive Risk Allocation Fund (CRAZX) and compare them to a chosen benchmark (S&P 500 Index).

Columbia Adaptive Risk Allocation Fund provided a 2.85% dividend yield over the last twelve months, with an annual payout of $0.30 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Columbia Adaptive Risk Allocation 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 Adaptive Risk Allocation 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 Adaptive Risk Allocation Fund was 18.21%, occurring on Oct 25, 2023. Recovery took 180 trading sessions.

The current Columbia Adaptive Risk Allocation Fund drawdown is 4.81%.

The chart below shows the rolling one-month volatility.