CREEX vs. CBALX
Compare and contrast key facts about Columbia Real Estate Equity Fund (CREEX) and Columbia Balanced Fund (CBALX).
CREEX is managed by Columbia. It was launched on Apr 4, 1994. CBALX is managed by Columbia. It was launched on Sep 30, 1991.
Performance
CREEX vs. CBALX - Performance Comparison
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CREEX vs. CBALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CREEX Columbia Real Estate Equity Fund | 2.58% | 0.19% | 7.40% | 16.20% | -25.10% | 41.91% | -3.54% | 28.40% | -7.21% | 4.56% |
CBALX Columbia Balanced Fund | -5.35% | 14.14% | 14.60% | 21.49% | -16.63% | 14.92% | 17.91% | 23.05% | -5.75% | 14.29% |
Returns By Period
In the year-to-date period, CREEX achieves a 2.58% return, which is significantly higher than CBALX's -5.35% return. Over the past 10 years, CREEX has underperformed CBALX with an annualized return of 5.00%, while CBALX has yielded a comparatively higher 8.95% annualized return.
CREEX
- 1D
- 0.21%
- 1M
- -7.21%
- YTD
- 2.58%
- 6M
- 1.35%
- 1Y
- 2.16%
- 3Y*
- 6.95%
- 5Y*
- 5.20%
- 10Y*
- 5.00%
CBALX
- 1D
- 0.08%
- 1M
- -5.51%
- YTD
- -5.35%
- 6M
- -3.42%
- 1Y
- 9.86%
- 3Y*
- 12.18%
- 5Y*
- 6.79%
- 10Y*
- 8.95%
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CREEX vs. CBALX - Expense Ratio Comparison
CREEX has a 1.01% expense ratio, which is higher than CBALX's 0.67% expense ratio.
Return for Risk
CREEX vs. CBALX — Risk / Return Rank
CREEX
CBALX
CREEX vs. CBALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Real Estate Equity Fund (CREEX) and Columbia Balanced Fund (CBALX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CREEX | CBALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.18 | 0.88 | -0.70 |
Sortino ratioReturn per unit of downside risk | 0.37 | 1.31 | -0.94 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.19 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 1.13 | -0.90 |
Martin ratioReturn relative to average drawdown | 0.92 | 4.82 | -3.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CREEX | CBALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.18 | 0.88 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.62 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.79 | -0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.68 | -0.30 |
Correlation
The correlation between CREEX and CBALX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CREEX vs. CBALX - Dividend Comparison
CREEX's dividend yield for the trailing twelve months is around 6.11%, less than CBALX's 6.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CREEX Columbia Real Estate Equity Fund | 6.11% | 6.26% | 10.13% | 32.32% | 5.92% | 6.41% | 7.50% | 12.02% | 8.22% | 14.73% | 4.23% | 8.59% |
CBALX Columbia Balanced Fund | 6.86% | 6.42% | 7.83% | 1.84% | 5.36% | 9.26% | 5.31% | 4.16% | 5.82% | 2.79% | 1.60% | 4.05% |
Drawdowns
CREEX vs. CBALX - Drawdown Comparison
The maximum CREEX drawdown since its inception was -70.78%, which is greater than CBALX's maximum drawdown of -34.53%. Use the drawdown chart below to compare losses from any high point for CREEX and CBALX.
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Drawdown Indicators
| CREEX | CBALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.78% | -34.53% | -36.25% |
Max Drawdown (1Y)Largest decline over 1 year | -13.15% | -7.87% | -5.28% |
Max Drawdown (5Y)Largest decline over 5 years | -31.25% | -20.91% | -10.34% |
Max Drawdown (10Y)Largest decline over 10 years | -41.42% | -22.73% | -18.69% |
Current DrawdownCurrent decline from peak | -7.74% | -6.56% | -1.18% |
Average DrawdownAverage peak-to-trough decline | -10.77% | -5.34% | -5.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 1.84% | +1.41% |
Volatility
CREEX vs. CBALX - Volatility Comparison
Columbia Real Estate Equity Fund (CREEX) has a higher volatility of 4.31% compared to Columbia Balanced Fund (CBALX) at 3.14%. This indicates that CREEX's price experiences larger fluctuations and is considered to be riskier than CBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CREEX | CBALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.31% | 3.14% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.29% | 6.15% | +3.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.09% | 11.45% | +5.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.04% | 11.05% | +7.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.66% | 11.30% | +9.36% |