See what your fund actually adds

Columbia Balanced Fund Class A CBLAX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

CBLAX compared with its replication portfolio
MeasureCBLAXReplication
Annualized growth7.8%7.3%
Annualized volatility10.9%10.5%
Sharpe ratio0.740.72
Maximum drawdown20.8%21.5%
Replication fit (R²)0.98 · Tracking error 1.7%

Replication portfolio

The published portfolio below is the investable basket used to model CBLAX’s historical return behavior.

CBLAX replication basket weights
TickerBuilding blockWeight
VOOUS Large Cap34.7%
MBBFI · MBS34.4%
VUGStyle · Growth16.7%
VCITFI · IG Credit7.3%
SPHYFI · High Yield6.9%