CBURX Performance — Columbia Income Builder Fund, Class R
Data updated: 2026-09-28
CBURX returned +4.08% year to date and +9.57% over one year to Jul 2026. Annualised returns are +8.01% over 3 years and +2.81% over 5 years. The fund trailed its US Multi-Cap Blend category average: $100 invested three years ago grew to $126, against $139 for the category, and to $110 over one year, against $114. Volatility over the past three years was 7.25% a year. In the 12 months to Jul 2026 the fund lost a net $65.7M, and assets reached $820.63M.
CBURX Growth of $100
What $100 invested in Columbia Income Builder Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Multi-Cap Blend category average over the same months.
| Period | CBURX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $110 | $114 |
| 3 years (Aug 2023 – Jul 2026) | $126 | $139 |
| 5 years (Aug 2021 – Jul 2026) | $115 | $135 |
| Since data start (Aug 2019 – Jul 2026) | $137 | $172 |
CBURX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +4.08% |
| 1 year | +9.57% |
| 3 years (annualised) | +8.01% |
| 5 years (annualised) | +2.81% |
CBURX Annual Returns
Calendar-year total returns of Columbia Income Builder Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +4.08% |
| 2025 | +10.89% |
| 2024 | +4.66% |
| 2023 | +8.77% |
| 2022 | −13.08% |
| 2021 | +5.78% |
| 2020 | +9.90% |
| 2019 (Aug–Dec) | +2.95% |
CBURX 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.6% | +2.0% | −2.7% | +2.2% | +0.8% | +0.7% | −0.6% | — | — | — | — | — |
| 2025 | +1.5% | +1.5% | −1.1% | 0.0% | +1.2% | +2.1% | −0.1% | +2.2% | +1.2% | +0.5% | +1.0% | +0.3% |
| 2024 | −0.7% | −0.3% | +1.7% | −3.0% | +2.3% | +0.5% | +3.2% | +2.1% | +1.5% | −2.3% | +2.2% | −2.5% |
| 2023 | +4.0% | −2.8% | +1.1% | +0.5% | −1.7% | +1.8% | +1.4% | −1.4% | −2.9% | −2.3% | +5.9% | +5.3% |
| 2022 | −2.3% | −1.6% | −1.1% | −3.8% | +0.2% | −4.5% | +4.1% | −2.7% | −6.3% | +1.2% | +4.8% | −1.4% |
| 2021 | +0.3% | +1.4% | +0.8% | +1.3% | +0.6% | +0.4% | +0.3% | +0.5% | −1.1% | +0.8% | −0.9% | +1.5% |
| 2020 | +0.4% | −1.5% | −9.2% | +4.9% | +3.1% | +1.9% | +3.0% | +1.6% | −1.0% | −0.1% | +4.9% | +2.1% |
| 2019 | — | — | — | — | — | — | — | +0.1% | +0.5% | +0.6% | +0.6% | +1.2% |
CBURX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 7.25%
- 3-year Sharpe ratio: 0.48 (vs 4.5% risk-free rate)
- Best month: +5.94% (Nov 2023)
- Worst month: −3.00% (Apr 2024)
CBURX Fund Flows
Monthly money in and out of Columbia Income Builder Fund, from SEC Form N-PORT.
- 12-month net flow: −$65.7M
- 12-month gross sales (incl. reinvestments): $115.5M
- Sales ÷ redemptions: 0.64×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $9.4M | $17.9M | −$8.5M |
| Jun 2026 | $8.1M | $12.0M | −$3.9M |
| May 2026 | $7.8M | $15.0M | −$7.1M |
| Apr 2026 | $9.9M | $13.5M | −$3.6M |
| Mar 2026 | $8.9M | $20.5M | −$11.6M |
| Feb 2026 | $9.7M | $12.6M | −$2.8M |
| Jan 2026 | $11.4M | $13.8M | −$2.4M |
| Dec 2025 | $9.7M | $15.0M | −$5.3M |
| Nov 2025 | $11.5M | $13.7M | −$2.2M |
| Oct 2025 | $10.7M | $17.1M | −$6.4M |
| Sep 2025 | $10.1M | $15.3M | −$5.2M |
| Aug 2025 | $8.2M | $14.7M | −$6.5M |
CBURX Assets Under Management
Net assets of Columbia Income Builder Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $820.63M |
| 2026-04-30 | $839.23M |
| 2026-01-31 | $852.64M |
| 2025-10-31 | $846.42M |
| 2025-07-31 | $840.48M |
| 2025-04-30 | $840.04M |
| 2025-01-31 | $875.07M |
| 2024-10-31 | $918.84M |
| 2024-07-31 | $963.40M |
| 2024-04-30 | $972.56M |
| 2024-01-31 | $1.05B |
| 2023-10-31 | $1.02B |
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.