- ISIN
- US19765P5474
- Issuer
- Columbia
- Inception Date
- Apr 4, 1994
- Category
- REIT
- Min. Investment
- $2,000
- Distribution Policy
- Distributing
- Asset Class
- Real Estate
Share Price Chart
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Performance
CREEX Performance Chart
Columbia Real Estate Equity Fund (CREEX) is up 14.2% since the beginning of the year. CREEX is currently trading at $11 per share. Investors who bought $1,000 worth of CREEX shares 5 years ago would now be looking at an investment worth $1,285.
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Returns By Period
Columbia Real Estate Equity Fund (CREEX) has returned 14.21% so far this year and 14.94% over the past 12 months. Over the last ten years, CREEX has returned 5.97% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
Columbia Real Estate Equity Fund
- 1D
- 0.47%
- 1M
- -0.75%
- YTD
- 14.21%
- 6M
- 14.21%
- 1Y
- 14.94%
- 3Y*
- 9.91%
- 5Y*
- 5.14%
- 10Y*
- 5.97%
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%
CREEX Monthly Returns History
Based on dividend-adjusted daily data since Mar 31, 1994, CREEX's average daily return is +0.05%, while the average monthly return is +0.88%. At this rate, an investment would double in approximately 6.6 years.
Historically, 60% of months were positive and 40% were negative. The best month was Apr 2009 with a return of +28.7%, while the worst month was Oct 2008 at -30.3%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.
On a daily basis, CREEX closed higher 51% of trading days. The best single day was Nov 24, 2008 with a return of +17.3%, while the worst single day was Mar 16, 2020 at -18.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.58% | 7.76% | -5.65% | 9.08% | -0.00% | 0.38% | 14.21% | ||||||
| 2025 | 0.91% | 3.12% | -3.32% | -2.72% | 1.97% | -1.28% | -1.89% | 4.39% | 0.51% | -1.33% | 2.27% | -2.10% | 0.19% |
| 2024 | -4.16% | 1.34% | 2.14% | -7.58% | 4.54% | 2.61% | 6.71% | 6.77% | 2.90% | -2.64% | 4.16% | -8.14% | 7.40% |
| 2023 | 10.64% | -4.07% | -1.21% | 1.74% | -3.51% | 4.65% | 1.63% | -3.45% | -6.05% | -4.64% | 11.23% | 10.31% | 16.20% |
| 2022 | -8.45% | -4.28% | 6.65% | -4.54% | -5.51% | -7.44% | 9.93% | -5.90% | -11.48% | 4.59% | 5.68% | -5.17% | -25.10% |
| 2021 | -1.14% | 2.79% | 4.12% | 8.09% | 0.50% | 3.90% | 5.95% | 2.18% | -6.35% | 7.56% | -0.52% | 9.53% | 41.91% |
Benchmark Metrics
Columbia Real Estate Equity Fund has an annualized alpha of 2.59%, beta of 0.86, and R2 of 0.46 versus S&P 500 Index. Calculated based on daily prices since March 31, 1994.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (80.66%) than losses (78.66%) - typical of diversified or defensive assets.
- R2 of 0.46 means the benchmark explains less than half of this fund's behavior - treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 2.59%
- Beta
- 0.86
- R²
- 0.46
- Upside Capture
- 80.66%
- Downside Capture
- 78.66%
Expense Ratio
CREEX has a high expense ratio of 1.01%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
CREEX ranks 19 for risk / return — in the bottom 19% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Columbia Real Estate Equity Fund (CREEX) 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.
| CREEX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.99 | ||
| Sortino ratioReturn per unit of downside risk | -1.29 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.37 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | 2.78 | -0.94 |
| Martin ratioReturn relative to average drawdown | 5.50 | 12.44 | -6.94 |
Dividends
Dividend History
Columbia Real Estate Equity Fund provided a 3.81% dividend yield over the last twelve months, with an annual payout of $0.40 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.40 | $0.58 | $1.00 | $3.26 | $0.68 | $1.05 | $0.92 | $1.66 | $1.00 | $2.07 | $0.65 | $1.32 |
Dividend yield | 3.81% | 6.26% | 10.13% | 32.32% | 5.92% | 6.41% | 7.50% | 12.02% | 8.22% | 14.73% | 4.23% | 8.59% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Real Estate Equity 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.58 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.76 | $1.00 |
| 2023 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $2.98 | $3.26 |
| 2022 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.68 |
| 2021 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.55 | $1.05 |
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 Real Estate Equity 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 Real Estate Equity Fund was 70.78%, occurring on Mar 6, 2009. Recovery took 980 trading sessions.
The current Columbia Real Estate Equity Fund drawdown is 2.30%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -70.78%Mar 2009 | 2y 27d | 3y 10mo | 5y 11moFeb 2007 - Jan 2013 |
COVID crash2020 | -41.42%Mar 2020 | 1mo 4d | 1y 27d | 1y 2moFeb 2020 - Apr 2021 |
Bear market2022 | -31.25%Oct 2022 | 9mo 14d | 1y 11mo | 2y 8moJan 2022 - Sep 2024 |
1998 bear market1998 | -22.76%Oct 1998 | 6mo 3d | 1y 9mo | 2y 3moApr 1998 - Jul 2000 |
2025 selloff2025 | -19.89%Apr 2025 | 4mo 10d | 10mo 15d | 1y 2moNov 2024 - Feb 2026 |
Drawdown Indicators
| CREEX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.78% | -56.78% | -14.00% |
Max Drawdown (1Y)Largest decline over 1 year | -7.94% | -9.10% | +1.16% |
Max Drawdown (3Y)Largest decline over 3 years | -19.89% | -18.90% | -0.99% |
Max Drawdown (5Y)Largest decline over 5 years | -31.25% | -25.43% | -5.82% |
Max Drawdown (10Y)Largest decline over 10 years | -41.42% | -33.92% | -7.50% |
Current DrawdownCurrent decline from peak | -2.30% | -1.80% | -0.50% |
Average DrawdownAverage peak-to-trough decline | -10.70% | -10.71% | +0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 2.03% | +0.63% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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