Columbia Research Enhanced Real Estate ETF (CRED)
CRED is a passive ETF by Columbia tracking the investment results of the Beta Advantage Lionstone Research Enhanced REIT Index - Benchmark TR Gross. CRED launched on Apr 26, 2023 and has a 0.33% expense ratio.
ETF Info
| ISIN | US19761L1109 |
|---|---|
| Issuer | Columbia |
| Inception Date | Apr 26, 2023 |
| Region | North America (U.S.) |
| Category | REIT |
| Leveraged | 1x |
| Index Tracked | Beta Advantage Lionstone Research Enhanced REIT Index - Benchmark TR Gross |
| Asset Class | Real Estate |
Asset Class Size | Mid-Cap |
Asset Class Style | Blend |
Expense Ratio
CRED features an expense ratio of 0.33%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: CRED vs. RECS
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Columbia Research Enhanced Real Estate ETF, 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 Research Enhanced Real Estate ETF had a return of 9.40% year-to-date (YTD) and 22.42% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.40% | 13.39% |
| 1 month | 5.53% | 4.02% |
| 6 months | 10.05% | 5.56% |
| 1 year | 22.42% | 21.51% |
| 5 years (annualized) | N/A | 12.69% |
| 10 years (annualized) | N/A | 10.55% |
Monthly Returns
The table below presents the monthly returns of CRED, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -5.08% | 2.36% | 1.76% | -7.17% | 4.49% | 1.05% | 7.66% | 4.71% | 9.40% | ||||
| 2023 | 3.29% | -4.10% | 4.76% | 1.98% | -3.22% | -7.39% | -2.63% | 12.72% | 8.72% | 13.18% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CRED is 40, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Columbia Research Enhanced Real Estate ETF (CRED) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Columbia Research Enhanced Real Estate ETF granted a 3.22% dividend yield in the last twelve months. The annual payout for that period amounted to $0.75 per share.
| Period | TTM | 2023 |
|---|---|---|
| Dividend | $0.75 | $0.59 |
Dividend yield | 3.22% | 2.72% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Research Enhanced Real Estate ETF. 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.32 | |||
| 2023 | $0.16 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.59 |
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia Research Enhanced Real Estate ETF. 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 Research Enhanced Real Estate ETF was 16.57%, occurring on Oct 25, 2023. Recovery took 22 trading sessions.
The current Columbia Research Enhanced Real Estate ETF drawdown is 0.12%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.57% | Jul 25, 2023 | 55 | Oct 25, 2023 | 22 | Dec 14, 2023 | 77 |
| -10.35% | Dec 29, 2023 | 73 | Apr 18, 2024 | 59 | Jul 16, 2024 | 132 |
| -6.19% | May 1, 2023 | 9 | May 25, 2023 | 22 | Jun 30, 2023 | 31 |
| -3.33% | Aug 5, 2024 | 1 | Aug 5, 2024 | 12 | Aug 21, 2024 | 13 |
| -2.02% | Jul 24, 2024 | 2 | Jul 25, 2024 | 2 | Jul 29, 2024 | 4 |
Volatility
Volatility Chart
The current Columbia Research Enhanced Real Estate ETF volatility is 2.60%, 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.