- ISIN
- US19761L1109
- Issuer
- Columbia
- Inception Date
- Apr 26, 2023
- Region
- North America (U.S.)
- Category
- REIT
- Leveraged
- 1x (No leverage)
- Index Tracked
- Beta Advantage Lionstone Research Enhanced REIT Index - Benchmark TR Gross
- Distribution Policy
- Distributing
- Asset Class
- Real Estate
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $3M
Share Price Chart
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Performance
CRED Performance Chart
Columbia Research Enhanced Real Estate ETF (CRED) is up 14.9% since the beginning of the year. CRED is currently trading at $23 per share.
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Returns By Period
Columbia Research Enhanced Real Estate ETF (CRED) has returned 14.93% so far this year and 10.84% over the past 12 months.
Columbia Research Enhanced Real Estate ETF
- 1D
- 1.10%
- 1M
- 0.50%
- YTD
- 14.93%
- 6M
- 16.10%
- 1Y
- 10.84%
- 3Y*
- 10.63%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
CRED Monthly Returns History
Based on dividend-adjusted daily data since Apr 26, 2023, CRED's average daily return is +0.04%, while the average monthly return is +0.84%. At this rate, an investment would double in approximately 6.9 years.
Historically, 56% of months were positive and 44% were negative. The best month was Nov 2023 with a return of +12.7%, while the worst month was Dec 2024 at -8.3%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.
On a daily basis, CRED closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +5.6%, while the worst single day was Dec 18, 2024 at -4.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.34% | 7.21% | -6.02% | 9.25% | 0.93% | 1.08% | 14.93% | ||||||
| 2025 | -0.72% | 2.95% | -1.48% | -0.56% | 0.76% | -0.64% | -0.80% | 2.49% | -0.31% | -3.15% | 0.56% | -1.28% | -2.30% |
| 2024 | -5.08% | 2.36% | 1.77% | -7.17% | 4.49% | 1.05% | 7.65% | 4.72% | 3.21% | -1.87% | 3.70% | -8.30% | 5.21% |
| 2023 | 2.85% | -4.10% | 4.76% | 1.98% | -3.22% | -7.19% | -2.84% | 12.72% | 8.72% | 12.70% |
Benchmark Metrics
Columbia Research Enhanced Real Estate ETF has an annualized alpha of -0.92%, beta of 0.56, and R2 of 0.26 versus S&P 500 Index. Calculated based on daily prices since April 26, 2023.
- This ETF participated in 93.94% of S&P 500 Index downside but only 58.04% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.56 may look defensive, but with R2 of 0.26 this ETF 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 ETF's risk.
- R2 of 0.26 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -0.92%
- Beta
- 0.56
- R²
- 0.26
- Upside Capture
- 58.04%
- Downside Capture
- 93.94%
Expense Ratio
CRED has an expense ratio of 0.33%, placing it in the medium range.
Return for Risk
Risk / Return Rank
CRED ranks 24 for risk / return — below 24% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Columbia Research Enhanced Real Estate ETF (CRED) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CRED | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.21 | ||
| Sortino ratioReturn per unit of downside risk | -1.58 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.37 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 1.31 | 2.78 | -1.48 |
| Martin ratioReturn relative to average drawdown | 2.95 | 12.44 | -9.49 |
Dividends
Dividend History
Columbia Research Enhanced Real Estate ETF provided a 4.43% dividend yield over the last twelve months, with an annual payout of $1.02 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Dividend | $1.02 | $1.10 | $1.04 | $0.59 |
Dividend yield | 4.43% | 5.50% | 4.82% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.06 | ||||||
| 2025 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.64 | $1.10 |
| 2024 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.57 | $1.04 |
| 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.
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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 17.59%, occurring on Apr 8, 2025. Recovery took 257 trading sessions.
The current Columbia Research Enhanced Real Estate ETF drawdown is 1.25%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -17.59%Apr 2025 | 4mo 7d | 1y 9d | 1y 4moDec 2024 - Apr 2026 |
2023 correction2023 | -16.57%Oct 2023 | 3mo 2d | 1mo 19d | 4mo 21dJul 2023 - Dec 2023 |
2024 correction2024 | -10.35%Apr 2024 | 3mo 21d | 2mo 29d | 6mo 20dDec 2023 - Jul 2024 |
2023 pullback2023 | -6.19%May 2023 | 24d | 1mo 6d | 2moMay 2023 - Jun 2023 |
2024 pullback2024 | -5.08%Nov 2024 | 1mo 20d | 13d | 2mo 3dSep 2024 - Nov 2024 |
Drawdown Indicators
| CRED | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.59% | -56.78% | +39.19% |
Max Drawdown (1Y)Largest decline over 1 year | -8.32% | -9.10% | +0.78% |
Max Drawdown (3Y)Largest decline over 3 years | -17.59% | -18.90% | +1.31% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -1.25% | -1.80% | +0.55% |
Average DrawdownAverage peak-to-trough decline | -5.57% | -10.71% | +5.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 2.03% | +1.65% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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