C000193109 Performance — Columbia Cornerstone Equity Fund, Advisor Class
Data updated: 2026-07-29
C000193109 returned +29.12% over one year to Nov 2024. Annualised returns are +10.46% over 3 years and +15.51% over 5 years. The fund beat its US Large Blend category average: $100 invested three years ago grew to $135, against $128 for the category, and to $129 over one year, against $127. Volatility over the past three years was 16.81% a year. In the 12 months to May 2026 the fund lost a net $262.8M, and assets reached $1.52B.
C000193109 Growth of $100
What $100 invested in Columbia Cornerstone Equity Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | C000193109 | Category average |
|---|---|---|
| 1 year (Dec 2023 – Nov 2024) | $129 | $127 |
| 3 years (Dec 2021 – Nov 2024) | $135 | $128 |
| 5 years (Dec 2019 – Nov 2024) | $206 | $179 |
| Since data start (Sep 2019 – Nov 2024) | $220 | $190 |
C000193109 Trailing Returns
Total returns to Nov 2024, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +29.12% |
| 3 years (annualised) | +10.46% |
| 5 years (annualised) | +15.51% |
C000193109 Annual Returns
Calendar-year total returns of Columbia Cornerstone Equity Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2024 (Jan–Nov) | +24.13% |
| 2023 | +28.33% |
| 2022 | −19.37% |
| 2021 | +29.80% |
| 2020 | +19.57% |
| 2019 (Sep–Dec) | +10.59% |
C000193109 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | +2.6% | +4.0% | +2.8% | −3.5% | +5.6% | +4.3% | −0.5% | +2.6% | +1.0% | −1.0% | +4.3% | — |
| 2023 | +6.1% | −2.5% | +4.1% | +2.2% | +1.8% | +6.6% | +2.6% | −1.1% | −5.4% | −1.4% | +9.0% | +4.0% |
| 2022 | −4.9% | −2.9% | +2.9% | −8.8% | −0.3% | −7.8% | +8.0% | −3.4% | −9.2% | +7.9% | +5.2% | −5.9% |
| 2021 | −0.9% | +3.1% | +5.5% | +5.5% | +0.8% | +2.2% | +1.7% | +3.3% | −5.6% | +7.7% | −1.0% | +4.9% |
| 2020 | +1.1% | −7.7% | −11.7% | +13.0% | +4.3% | +2.4% | +5.0% | +7.0% | −4.1% | −3.1% | +10.7% | +4.0% |
| 2019 | — | — | — | — | — | — | — | — | +1.9% | +1.5% | +3.7% | +3.2% |
C000193109 Risk
Risk measures from monthly returns over Dec 2021 – Nov 2024.
- 3-year volatility (annualised): 16.81%
- 3-year Sharpe ratio: 0.35 (vs 4.5% risk-free rate)
- Best month: +9.03% (Nov 2023)
- Worst month: −9.23% (Sep 2022)
C000193109 Fund Flows
Monthly money in and out of Columbia Cornerstone Equity Fund, from SEC Form N-PORT.
- 12-month net flow: −$262.8M
- 12-month gross sales (incl. reinvestments): $308.1M
- Sales ÷ redemptions: 0.54×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $3.9M | $19.6M | −$15.7M |
| Apr 2026 | $4.7M | $173.1M | −$168.3M |
| Mar 2026 | $6.5M | $17.2M | −$10.7M |
| Feb 2026 | $10.7M | $167.0M | −$156.3M |
| Jan 2026 | $28.3M | $64.3M | −$36.0M |
| Dec 2025 | $53.4M | $19.9M | $33.5M |
| Nov 2025 | $26.8M | $20.8M | $6.0M |
| Oct 2025 | $35.6M | $17.9M | $17.7M |
| Sep 2025 | $25.4M | $15.4M | $10.0M |
| Aug 2025 | $52.7M | $16.3M | $36.3M |
| Jul 2025 | $19.0M | $26.8M | −$7.8M |
| Jun 2025 | $41.2M | $12.7M | $28.5M |
C000193109 Assets Under Management
Net assets of Columbia Cornerstone Equity Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $1.52B |
| 2026-02-28 | $1.57B |
| 2025-11-30 | $1.78B |
| 2025-08-31 | $1.65B |
| 2025-05-31 | $1.46B |
| 2025-02-28 | $1.52B |
| 2024-11-30 | $1.58B |
| 2024-08-31 | $1.52B |
| 2024-05-31 | $1.46B |
| 2024-02-29 | $1.42B |
| 2023-11-30 | $1.34B |
| 2023-08-31 | $1.31B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.