- ISIN
- US19763T7494
- CUSIP
- 19763T749
- Issuer
- Columbia
- Inception Date
- May 17, 2007
- Category
- Large Cap Growth Equities
- Min. Investment
- $2,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
Loading charts...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
RDLAX Performance Chart
Columbia Disciplined Growth Fund (RDLAX) is up 2.9% since the beginning of the year. RDLAX is currently trading at $12 per share. Investors who bought $1,000 worth of RDLAX shares 5 years ago would now be looking at an investment worth $1,868.
Loading charts...
Returns By Period
Columbia Disciplined Growth Fund (RDLAX) has returned 2.88% so far this year and 23.31% over the past 12 months. Looking at the last ten years, RDLAX has achieved an annualized return of 16.18%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
Columbia Disciplined Growth Fund
- 1D
- 1.33%
- 1M
- -0.98%
- YTD
- 2.88%
- 6M
- 1.93%
- 1Y
- 23.31%
- 3Y*
- 19.85%
- 5Y*
- 13.31%
- 10Y*
- 16.18%
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%
RDLAX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 2008, RDLAX's average daily return is +0.05%, while the average monthly return is +1.02%. At this rate, an investment would double in approximately 5.7 years.
Historically, 64% of months were positive and 36% were negative. The best month was Apr 2020 with a return of +14.6%, while the worst month was Oct 2008 at -16.1%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, RDLAX closed higher 53% of trading days. The best single day was Dec 9, 2021 with a return of +25.5%, while the worst single day was Dec 10, 2021 at -20.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.35% | -4.64% | -4.86% | 11.73% | 6.10% | -3.03% | 2.88% | ||||||
| 2025 | 2.50% | -4.80% | -8.56% | 0.73% | 8.98% | 5.97% | 4.02% | 1.29% | 5.60% | 3.86% | -1.55% | 0.27% | 18.41% |
| 2024 | 3.14% | 6.50% | 2.17% | -5.11% | 6.60% | 5.71% | -2.07% | 2.30% | 2.16% | -0.88% | 5.68% | -0.47% | 28.05% |
| 2023 | 8.33% | -0.93% | 6.96% | 1.00% | 3.59% | 7.54% | 3.89% | -1.82% | -5.45% | -2.31% | 10.51% | 4.69% | 40.80% |
| 2022 | -7.04% | -3.29% | 2.06% | -10.60% | -0.68% | -8.98% | 11.49% | -5.04% | -9.79% | 5.49% | 5.08% | -8.22% | -27.93% |
| 2021 | 0.29% | 0.48% | 3.42% | 5.05% | -0.87% | 5.37% | 2.84% | 4.47% | -6.69% | 7.67% | 1.47% | 3.44% | 29.54% |
Benchmark Metrics
Columbia Disciplined Growth Fund has an annualized alpha of 2.16%, beta of 1.03, and R2 of 0.81 versus S&P 500 Index. Calculated based on daily prices since January 02, 2008.
- This fund captured 110.72% of S&P 500 Index gains and 101.81% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This fund generated an annualized alpha of 2.16% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.03 and R2 of 0.81, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 2.16%
- Beta
- 1.03
- R²
- 0.81
- Upside Capture
- 110.72%
- Downside Capture
- 101.81%
Expense Ratio
RDLAX has a high expense ratio of 1.07%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
RDLAX ranks 23 for risk / return — below 23% of mutual funds 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 Disciplined Growth Fund (RDLAX) 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.
| RDLAX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.66 | ||
| Sortino ratioReturn per unit of downside risk | -0.86 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.37 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | 2.78 | -1.36 |
| Martin ratioReturn relative to average drawdown | 4.83 | 12.44 | -7.61 |
Dividends
Dividend History
Columbia Disciplined Growth Fund provided a 7.90% dividend yield over the last twelve months, with an annual payout of $0.96 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.96 | $0.96 | $1.09 | $0.53 | $0.87 | $2.74 | $1.32 | $0.74 | $1.21 | $1.22 | $0.50 | $1.12 |
Dividend yield | 7.90% | 8.13% | 10.15% | 5.75% | 12.48% | 25.33% | 12.58% | 8.06% | 15.56% | 13.13% | 6.15% | 13.58% |
Monthly Dividends
The table displays the monthly dividend distributions for Columbia Disciplined Growth 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.96 | $0.96 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.09 | $1.09 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 | $0.53 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.87 | $0.87 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.74 | $2.74 |
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.
Loading charts...
Worst Drawdowns
The table below displays the maximum drawdowns of the Columbia Disciplined Growth 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 Disciplined Growth Fund was 51.56%, occurring on Mar 9, 2009. Recovery took 525 trading sessions.
The current Columbia Disciplined Growth Fund drawdown is 3.80%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -51.56%Mar 2009 | 1y 2mo | 2y 28d | 3y 3moJan 2008 - Apr 2011 |
Bear market2022 | -44.07%Oct 2022 | 10mo 8d | 1y 8mo | 2y 6moDec 2021 - Jul 2024 |
COVID crash2020 | -31.87%Mar 2020 | 1mo 2d | 3mo 2d | 4mo 4dFeb 2020 - Jun 2020 |
2025 selloff2025 | -24.85%Apr 2025 | 3mo 22d | 3mo 9d | 7mo 1dDec 2024 - Jul 2025 |
Rate-hike selloffLate 2018 | -21.79%Dec 2018 | 2mo 23d | 6mo 19d | 9mo 12dOct 2018 - Jul 2019 |
Drawdown Indicators
| RDLAX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.56% | -56.78% | +5.22% |
Max Drawdown (1Y)Largest decline over 1 year | -15.93% | -9.10% | -6.83% |
Max Drawdown (3Y)Largest decline over 3 years | -24.85% | -18.90% | -5.95% |
Max Drawdown (5Y)Largest decline over 5 years | -44.07% | -25.43% | -18.64% |
Max Drawdown (10Y)Largest decline over 10 years | -44.07% | -33.92% | -10.15% |
Current DrawdownCurrent decline from peak | -3.80% | -1.80% | -2.00% |
Average DrawdownAverage peak-to-trough decline | -9.86% | -10.71% | +0.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.70% | 2.03% | +2.67% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading charts...
Build a portfolio with RDLAX
Add Columbia Disciplined Growth Fund to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Analyzer with RDLAX