See what your fund actually adds
Columbia Real Estate Equity Fund Class A CREAX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | CREAX | Replication |
|---|---|---|
| Annualized growth | 2.5% | 0.7% |
| Annualized volatility | 18.7% | 18.6% |
| Sharpe ratio | 0.23 | 0.13 |
| Maximum drawdown | 31.4% | 34.3% |
| Replication fit (R²) | 0.97 · Tracking error 3.2% | |
Replication portfolio
The published portfolio below is the investable basket used to model CREAX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VNQ | Sector · Real Estate | 100.0% |