Nasdaq - Delayed Quote USD

Columbia Real Estate Equity A (CREAX)

9.85
+0.12
+(1.23%)
At close: 8:04:13 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.82%
5y Average Return 10.37%
Number of Years Up 16
Number of Years Down 6
Best 1Y Total Return (May 15, 2025) 41.74%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 41.74%
Worst 3Y Total Return -2.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CREAX
Category
YTD
-2.14%
20.43%
1-Month
-2.64%
2.69%
3-Month
-3.03%
11.34%
1-Year
14.47%
36.79%
3-Year
0.55%
10.81%
5-Year
8.15%
7.03%
10-Year
5.58%
9.08%
Last Bull Market
27.31%
31.03%
Last Bear Market
-16.65%
-16.60%

Annual Total Return (%) History

Year
CREAX
Category
2025
--
--
2024
7.21%
--
2023
15.66%
--
2022
-25.33%
--
2021
41.74%
--
2020
-3.70%
-4.49%
2019
28.04%
27.28%
2018
-7.48%
-5.97%

2017
5.07%
6.22%
2016
4.99%
6.89%
2015
4.32%
2.41%
2014
29.08%
28.03%
2013
-0.37%
1.55%
2012
16.92%
17.60%
2011
6.59%
7.51%
2010
26.04%
27.08%
2009
26.86%
31.26%
2008
-34.80%
-39.55%
2007
-17.59%
-14.66%
2006
33.45%
33.58%
2005
6.98%
11.51%
2004
30.76%
32.02%
2003
34.93%
36.80%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.51% -- -- --
2024 -0.80% -0.98% 17.22% -6.90%
2023 4.79% 2.69% -7.87% 16.65%
2022 -6.62% -16.65% -8.34% 4.67%
2021 5.76% 12.81% 1.33% 17.24%
2020 -22.29% 11.91% 1.81% 8.76%
2019 17.13% 1.50% 8.18% -0.45%
2018 -6.56% 7.64% 0.25% -8.24%
2017 1.11% 2.38% 0.19% 1.30%
2016 5.42% 6.36% -2.54% -3.92%

2015 3.89% -9.45% 2.76% 7.91%
2014 9.85% 6.70% -3.60% 14.24%
2013 6.54% -2.10% -4.18% -0.31%
2012 10.54% 3.81% -0.01% 1.91%
2011 4.94% 3.21% -14.42% 14.99%
2010 10.11% -4.56% 12.31% 6.78%
2009 -27.06% 23.83% 28.25% 9.53%
2008 -0.39% -2.33% 7.52% -37.67%
2007 2.18% -10.74% 3.82% -12.97%
2006 13.70% -0.83% 8.28% 9.29%
2005 -6.59% 10.16% 1.74% 2.19%
2004 10.53% -4.03% 6.82% 15.40%
2003 0.13% 11.63% 9.79% 9.95%

Rank in Category (By Total Return)

YTD 72
1-Month 67
3-Month 74
1-Year 61
3-Year 12
5-Year 38

Load Adjusted Returns

1-Year 7.89%
3-Year -1.42%
5-Year 6.88%
10-Year 4.96%

Performance & Risk

YTD Return -0.82%
5y Average Return 10.37%
Rank in Category (ytd) 72
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family Columbia Threadneedle
Net Assets 157.97M
YTD Return -2.14%
Yield 3.11%
Morningstar Rating
Inception Date Oct 02, 2024

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies principally engaged in the real estate industry, including REITs. The fund is non-diversified.

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