CRED Performance — Columbia Research Enhanced Real Estate ETF
Data updated: 2026-08-28
CRED returned +14.25% year to date and +10.39% over one year to Jun 2026. The annualised 3-year return is +8.61%. The fund trailed its Real Estate category average: $100 invested three years ago grew to $128, against $132 for the category, and to $110 over one year, against $115. Volatility over the past three years was 16.48% a year. In the 12 months to Jun 2026 the fund lost a net $1K, and assets reached $3.39M.
CRED Growth of $100
What $100 invested in Columbia Research Enhanced Real Estate ETF grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Real Estate category average over the same months.
| Period | CRED | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $110 | $115 |
| 3 years (Jul 2023 – Jun 2026) | $128 | $132 |
| Since data start (Apr 2023 – Jun 2026) | $132 | $135 |
CRED Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +14.25% |
| 1 year | +10.39% |
| 3 years (annualised) | +8.61% |
CRED Annual Returns
Calendar-year total returns of Columbia Research Enhanced Real Estate ETF, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +14.25% |
| 2025 | −2.47% |
| 2024 | +5.40% |
| 2023 (Apr–Dec) | +12.10% |
CRED 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 | +2.5% | +7.3% | −6.1% | +9.2% | +0.9% | +0.4% | — | — | — | — | — | — |
| 2025 | −0.8% | +3.1% | −1.7% | −0.5% | +0.7% | +0.1% | −1.7% | +2.7% | −0.3% | −3.4% | +1.0% | −1.5% |
| 2024 | −5.2% | +2.4% | +1.8% | −7.2% | +4.6% | +1.5% | +7.1% | +5.0% | +3.9% | −2.9% | +3.4% | −7.7% |
| 2023 | — | — | — | +2.4% | −4.2% | +4.8% | +2.1% | −3.4% | −7.2% | −2.8% | +12.6% | +8.8% |
CRED Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 16.48%
- 3-year Sharpe ratio: 0.25 (vs 4.5% risk-free rate)
- Best month: +12.61% (Nov 2023)
- Worst month: −7.70% (Dec 2024)
CRED Fund Flows
Monthly money in and out of Columbia Research Enhanced Real Estate ETF, from SEC Form N-PORT.
- 12-month net flow: −$1K
- 12-month gross sales (incl. reinvestments): $0
- Sales ÷ redemptions: 0.00×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $0 | $0 | $0 |
| May 2026 | $0 | $0 | $0 |
| Apr 2026 | $0 | $0 | $0 |
| Mar 2026 | $0 | $0 | $0 |
| Feb 2026 | $0 | $0 | $0 |
| Jan 2026 | $0 | $0 | $0 |
| Dec 2025 | $0 | $0 | $0 |
| Nov 2025 | $0 | $0 | $0 |
| Oct 2025 | $0 | $0 | $0 |
| Sep 2025 | $0 | $1K | −$1K |
| Aug 2025 | $0 | $0 | $0 |
| Jul 2025 | $0 | $0 | $0 |
CRED Assets Under Management
Net assets of Columbia Research Enhanced Real Estate ETF by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $3.39M |
| 2026-03-31 | $3.09M |
| 2025-12-31 | $3.00M |
| 2025-09-30 | $3.23M |
| 2025-06-30 | $3.23M |
| 2025-03-31 | $3.24M |
| 2024-12-31 | $3.25M |
| 2024-09-30 | $3.60M |
| 2024-06-30 | $3.10M |
| 2024-03-31 | $3.17M |
| 2023-12-31 | $3.23M |
| 2023-09-30 | $2.74M |
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.