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CRAZX: COLUMBIA ADAPTIVE RISK ALLOCATION FUND (MUTUAL FUND)
Basic Info 11.41 0.1(0.87%) October 30
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (3%) |
| Start Date: | 06/20/2012 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 2.80% |
| Expenses | 0.80% |
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Performance Analytics (As of 10/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 7.7 | 7.6 | 14.4 | 1.6 | 5.0 | 4.8 | 14.3 | 7.9 | 8.8 | -15.0 | -4.1 | 8.1 | 18.9 | -4.5 | 13.3 | 9.6 | -4.6 | 10.4 | -5.9 | 9.4 |
| Sharpe Ratio | NA | 0.77 | 0.63 | 1.26 | -0.1 | 0.35 | 0.39 | 1.26 | 0.52 | 0.6 | -1.91 | -0.26 | 0.73 | 2.41 | -0.81 | 2.75 | 1.08 | -0.59 | 1.82 | -0.59 | 2.32 |
| Draw Down(%) | NA | 5.2 | 5.2 | 8.8 | 28.7 | 28.9 | 28.9 | 8.6 | 4.5 | 8.5 | 17.5 | 14.4 | 13.4 | 3.1 | 9.0 | 2.3 | 6.3 | 9.5 | 4.7 | 13.9 | 3.7 |
| Standard Deviation(%) | NA | 8.7 | 8.2 | 8.7 | 10.6 | 9.4 | 9.0 | 9.1 | 8.2 | 8.7 | 8.6 | 16.0 | 10.7 | 7.2 | 7.3 | 4.6 | 8.7 | 8.0 | 5.7 | 10.0 | 8.0 |
| Treynor Ratio | NA | 0.1 | 0.08 | 0.15 | -0.02 | 0.06 | 0.06 | 0.15 | 0.06 | 0.06 | -0.42 | -0.08 | 0.18 | 0.24 | -0.09 | 0.15 | 0.11 | -0.06 | 0.17 | -0.08 | 0.3 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.04 | -0.03 | 0.0 | 0.02 | 0.0 | 0.01 | 0.02 | -0.02 | 0.03 | -0.06 | 0.04 |
| Beta | NA | 0.7 | 0.7 | 0.73 | 0.59 | 0.57 | 0.6 | 0.79 | 0.68 | 0.86 | 0.39 | 0.51 | 0.42 | 0.72 | 0.68 | 0.84 | 0.86 | 0.84 | 0.62 | 0.74 | 0.62 |
| RSquared | NA | 0.84 | 0.83 | 0.78 | 0.4 | 0.43 | 0.45 | 0.83 | 0.68 | 0.66 | 0.45 | 0.09 | 0.54 | 0.33 | 0.63 | 0.51 | 0.7 | 0.74 | 0.53 | 0.31 | 0.38 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 3.2 | 2.7 | 0.6 | 6.4 | 3.8 | 0.9 | 8.3 | 5.6 | 7.6 | 2.4 | 1.0 | 2.2 | 4.5 | 3.8 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 26.1 | 391.8 | -92.8 | 55.1 | 339.0 | -87.7 | 33.5 | -22.2 | 243.6 | 131.6 | -53.1 | -56.4 | 25.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/19/2012
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See World Allocation Asset Class Trend Rankings |
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