LEGAX Performance — Columbia Cornerstone Growth Fund, Class A
Data updated: 2026-09-28
LEGAX returned +3.23% year to date and +10.45% over one year to Jul 2026. Annualised returns are +18.98% over 3 years and +10.26% over 5 years. Against its US Large Growth category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $168, against $166 for the category, and to $110 over one year, against $111. Volatility over the past three years was 17.09% a year. In the 12 months to Jul 2026 the fund took in a net $112.2M, and assets reached $6.46B.
LEGAX Growth of $100
What $100 invested in Columbia Cornerstone Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Growth category average over the same months.
| Period | LEGAX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $110 | $111 |
| 3 years (Aug 2023 – Jul 2026) | $168 | $166 |
| 5 years (Aug 2021 – Jul 2026) | $163 | $158 |
| Since data start (Aug 2019 – Jul 2026) | $289 | $261 |
LEGAX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +3.23% |
| 1 year | +10.45% |
| 3 years (annualised) | +18.98% |
| 5 years (annualised) | +10.26% |
LEGAX Annual Returns
Calendar-year total returns of Columbia Cornerstone Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +3.23% |
| 2025 | +16.11% |
| 2024 | +31.52% |
| 2023 | +43.54% |
| 2022 | −32.19% |
| 2021 | +28.72% |
| 2020 | +34.05% |
| 2019 (Aug–Dec) | +9.25% |
LEGAX 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 | −1.2% | −4.1% | −4.6% | +12.7% | +8.3% | −3.5% | −3.1% | — | — | — | — | — |
| 2025 | +2.0% | −3.2% | −9.9% | +2.2% | +7.9% | +6.5% | +3.8% | +0.9% | +3.8% | +4.4% | −1.0% | −1.2% |
| 2024 | +3.4% | +5.9% | +1.4% | −3.8% | +6.8% | +6.8% | −2.3% | +2.4% | +2.1% | −0.9% | +6.2% | +0.3% |
| 2023 | +8.0% | −2.4% | +7.7% | +1.5% | +6.1% | +7.0% | +2.6% | −1.1% | −5.9% | −0.2% | +10.8% | +3.8% |
| 2022 | −8.2% | −5.4% | +3.6% | −11.8% | −3.2% | −8.7% | +11.0% | −5.2% | −10.0% | +5.9% | +3.8% | −7.1% |
| 2021 | −0.3% | +2.1% | +2.3% | +7.0% | −1.1% | +6.7% | +3.1% | +3.7% | −6.4% | +7.4% | 0.0% | +1.8% |
| 2020 | +2.3% | −6.9% | −8.6% | +14.0% | +6.4% | +4.1% | +6.1% | +7.9% | −4.6% | −2.2% | +10.2% | +3.6% |
| 2019 | — | — | — | — | — | — | — | −2.1% | +0.3% | +3.0% | +4.8% | +3.1% |
LEGAX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 17.09%
- 3-year Sharpe ratio: 0.85 (vs 4.5% risk-free rate)
- Best month: +12.65% (Apr 2026)
- Worst month: −9.90% (Mar 2025)
LEGAX Fund Flows
Monthly money in and out of Columbia Cornerstone Growth Fund, from SEC Form N-PORT.
- 12-month net flow: $112.2M
- 12-month gross sales (incl. reinvestments): $993.9M
- Sales ÷ redemptions: 1.13×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $32.6M | $59.0M | −$26.3M |
| Jun 2026 | $45.4M | $50.7M | −$5.3M |
| May 2026 | $46.7M | $76.1M | −$29.4M |
| Apr 2026 | $31.7M | $118.8M | −$87.2M |
| Mar 2026 | $66.0M | $59.3M | $6.7M |
| Feb 2026 | $37.3M | $54.6M | −$17.3M |
| Jan 2026 | $28.6M | $65.2M | −$36.6M |
| Dec 2025 | $552.3M | $111.5M | $440.7M |
| Nov 2025 | $30.5M | $61.1M | −$30.6M |
| Oct 2025 | $34.7M | $83.5M | −$48.8M |
| Sep 2025 | $27.4M | $78.4M | −$51.0M |
| Aug 2025 | $60.8M | $63.4M | −$2.6M |
LEGAX Assets Under Management
Net assets of Columbia Cornerstone Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $6.46B |
| 2026-04-30 | $6.43B |
| 2026-01-31 | $6.34B |
| 2025-10-31 | $6.73B |
| 2025-07-31 | $6.25B |
| 2025-04-30 | $5.35B |
| 2025-01-31 | $6.14B |
| 2024-10-31 | $5.76B |
| 2024-07-31 | $5.70B |
| 2024-04-30 | $5.17B |
| 2024-01-31 | $5.03B |
| 2023-10-31 | $4.28B |
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.