Columbia Adaptive Risk Allocation Fund (CRAZX)
The fund pursues its investment objective by allocating portfolio risk across multiple asset classes in U.S. and non-U.S. markets with the goal of generating consistent risk-adjusted returns. It may invest in the securities and instruments described herein directly or indirectly through investments in other mutual funds, real estate investment trusts, closed-end funds and exchange-traded funds (ETFs) (including both leveraged and inverse ETFs) managed by third parties or the Investment Manager or its affiliates.
Fund Info
| ISIN | US19765Y1753 |
|---|---|
| Issuer | Columbia Threadneedle |
| Inception Date | Jun 18, 2012 |
| Category | Tactical Allocation |
| Min. Investment | $2,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
CRAZX has a high expense ratio of 0.74%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Popular comparisons: CRAZX vs. MOGAX
Performance
Performance Chart
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.
Returns By Period
Columbia Adaptive Risk Allocation Fund had a return of 0.11% year-to-date (YTD) and 6.79% in the last 12 months. Over the past 10 years, Columbia Adaptive Risk Allocation Fund had an annualized return of 4.54%, while the S&P 500 had an annualized return of 10.33%, indicating that Columbia Adaptive Risk Allocation Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 0.11% | 5.21% |
| 1 month | -3.10% | -4.30% |
| 6 months | 10.94% | 18.42% |
| 1 year | 6.79% | 21.82% |
| 5 years (annualized) | 3.80% | 11.27% |
| 10 years (annualized) | 4.54% | 10.33% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.33% | 1.44% | 2.73% | -3.51% | ||||||||
| 2023 | -2.52% | 6.88% | 4.71% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CRAZX is 32, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Columbia Adaptive Risk Allocation Fund(CRAZX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Columbia Adaptive Risk Allocation Fund (CRAZX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Columbia Adaptive Risk Allocation Fund granted a 0.54% dividend yield in the last twelve months. The annual payout for that period amounted to $0.05 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.05 | $0.05 | $0.68 | $2.17 | $0.25 | $0.81 | $0.61 | $0.78 | $0.23 | $0.10 | $0.21 | $0.48 |
Dividend yield | 0.54% | 0.55% | 8.14% | 20.39% | 2.12% | 7.51% | 6.22% | 7.19% | 2.21% | 1.03% | 2.06% | 5.11% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $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 | $0.05 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.17 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.78 |
| 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 |
| 2013 | $0.48 |
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 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. The portfolio has not yet recovered.
The current Columbia Adaptive Risk Allocation Fund drawdown is 7.68%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.21% | Dec 29, 2021 | 459 | Oct 25, 2023 | — | — | — |
| -13.92% | Mar 28, 2013 | 61 | Jun 24, 2013 | 231 | May 23, 2014 | 292 |
| -13.37% | Jan 21, 2020 | 41 | Mar 18, 2020 | 98 | Aug 6, 2020 | 139 |
| -11.23% | Apr 28, 2015 | 185 | Jan 20, 2016 | 113 | Jun 30, 2016 | 298 |
| -9.02% | Jan 29, 2018 | 229 | Dec 24, 2018 | 52 | Mar 12, 2019 | 281 |
Volatility
Volatility Chart
The current Columbia Adaptive Risk Allocation Fund volatility is 2.69%, 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.