CLREX
Columbia Balanced Fund Institutional 2 Class
1W: -0.8%
1M: -1.2%
3M: -0.4%
YTD: +5.2%
1Y: +7.0%
3Y: +52.7%
5Y: +43.8%
$58.12
+0.29 (+0.50%)
Weekly Expected Move ±1.1%
$57
$57
$58
$58
$59
Oct Typical
☀️
Sunny
+6.5% YTD avg
Midterm Year
🌧️
Rainy
-3.0% YTD avg
2026 Now
☀️
Sunny
Tracking typical
20yr Avg YTD
+6.5%
Day 189 of 252
Midterm Year YTD
-3.0%
Presidential cycle avg
2026 YTD
+5.2%
Below 20yr avg
Typical Vol
11%
Annualized
Monthly Weather Forecast
Jan
20yr
⛅
+1.3%
Midterm
☁️
-0.6%
67% win
9% vol
Feb
20yr
⛅
+1.9%
Midterm
🌧️
-1.9%
53% win
10% vol
Mar
20yr
☁️
+2.1%
Midterm
🌧️
-2.0%
69% win
16% vol
Apr
20yr
⛅
+2.9%
Midterm
🌧️
-3.8%
69% win
12% vol
May
20yr
⛅
+3.5%
Midterm
🌧️
-3.0%
75% win
9% vol
Jun
20yr
⛅
+4.6%
Midterm
🌧️
-3.4%
62% win
10% vol
Jul
20yr
☀️
+6.0%
Midterm
🌧️
-1.7%
88% win
8% vol
Aug
20yr
☁️
+7.1%
Midterm
☁️
-0.7%
62% win
11% vol
Sep
20yr
🌧️
+6.4%
Midterm
🌧️
-3.3%
44% win
10% vol
Oct
20yr
⛅
+7.0%
Midterm
🌧️
-4.2%
62% win
11% vol
Now:
+0.2%
Nov
20yr
☀️
+10.1%
Midterm
🌧️
-1.1%
80% win
10% vol
Dec
20yr
☁️
+0.4%
Midterm
🌧️
-3.3%
67% win
9% vol
Seasonality (20yr)
Updated: 2026-10-02
YTD: +5.2%