RECS Performance — Columbia Research Enhanced Core ETF
Data updated: 2026-09-28
RECS returned +7.10% year to date and +17.27% over one year to Jul 2026. Annualised returns are +19.07% over 3 years and +13.19% over 5 years. The fund beat its US Large Blend category average: $100 invested three years ago grew to $169, against $153 for the category, and to $117 over one year, against $116. Volatility over the past three years was 12.31% a year. In the 12 months to Jul 2026 the fund took in a net $1.9B, and assets reached $5.84B.
RECS Growth of $100
What $100 invested in Columbia Research Enhanced Core ETF grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | RECS | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $117 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $169 | $153 |
| 5 years (Aug 2021 – Jul 2026) | $186 | $159 |
| Since data start (Sep 2019 – Jul 2026) | $285 | $230 |
RECS Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +7.10% |
| 1 year | +17.27% |
| 3 years (annualised) | +19.07% |
| 5 years (annualised) | +13.19% |
RECS Annual Returns
Calendar-year total returns of Columbia Research Enhanced Core ETF, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +7.10% |
| 2025 | +19.33% |
| 2024 | +26.46% |
| 2023 | +22.91% |
| 2022 | −14.29% |
| 2021 | +33.10% |
| 2020 | +15.21% |
| 2019 (Sep–Dec) | +9.31% |
RECS 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 | +1.0% | −0.8% | −4.7% | +8.0% | +3.9% | −1.1% | +1.1% | — | — | — | — | — |
| 2025 | +2.7% | −1.2% | −5.5% | −1.2% | +6.5% | +5.4% | +2.5% | +3.5% | +3.3% | +1.7% | −0.1% | +0.8% |
| 2024 | +2.5% | +5.5% | +3.6% | −4.2% | +4.9% | +3.4% | +1.6% | +2.1% | +1.7% | 0.0% | +6.0% | −2.9% |
| 2023 | +5.5% | −2.5% | +2.7% | +2.1% | −0.7% | +5.9% | +3.7% | −2.3% | −3.9% | −2.0% | +8.6% | +4.6% |
| 2022 | −3.4% | −2.9% | +2.6% | −6.4% | +0.5% | −8.3% | +7.7% | −3.3% | −9.4% | +9.1% | +5.9% | −5.3% |
| 2021 | 0.0% | +2.4% | +5.9% | +5.4% | +1.3% | +2.2% | +3.1% | +3.3% | −5.3% | +6.5% | −0.8% | +5.5% |
| 2020 | −0.2% | −8.7% | −12.6% | +13.2% | +5.1% | +1.4% | +4.8% | +7.6% | −4.0% | −2.7% | +10.7% | +2.9% |
| 2019 | — | — | — | — | — | — | — | — | +0.3% | +2.2% | +3.5% | +3.0% |
RECS Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 12.31%
- 3-year Sharpe ratio: 1.18 (vs 4.5% risk-free rate)
- Best month: +8.62% (Nov 2023)
- Worst month: −5.47% (Mar 2025)
RECS Fund Flows
Monthly money in and out of Columbia Research Enhanced Core ETF, from SEC Form N-PORT.
- 12-month net flow: $1.9B
- 12-month gross sales (incl. reinvestments): $4.1B
- Sales ÷ redemptions: 1.91×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $59.5M | $48.4M | $11.1M |
| Jun 2026 | $1.2B | $1.2B | $94.1M |
| May 2026 | $114.8M | $8.5M | $106.3M |
| Apr 2026 | $196.7M | $69.2M | $127.5M |
| Mar 2026 | $182.8M | $2.0M | $180.9M |
| Feb 2026 | $137.6M | $218.8M | −$81.2M |
| Jan 2026 | $285.6M | $27.5M | $258.2M |
| Dec 2025 | $791.0M | $544.1M | $246.9M |
| Nov 2025 | $242.5M | $0 | $242.5M |
| Oct 2025 | $392.0M | $16.2M | $375.8M |
| Sep 2025 | $200.9M | $51.3M | $149.5M |
| Aug 2025 | $228.5M | $0 | $228.5M |
RECS Assets Under Management
Net assets of Columbia Research Enhanced Core ETF by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $5.84B |
| 2026-04-30 | $5.41B |
| 2026-01-31 | $5.07B |
| 2025-10-31 | $4.29B |
| 2025-07-31 | $3.23B |
| 2025-04-30 | $2.46B |
| 2025-01-31 | $1.82B |
| 2024-10-31 | $1.25B |
| 2024-07-31 | $798.08M |
| 2024-04-30 | $446.87M |
| 2024-01-31 | $323.89M |
| 2023-10-31 | $229.88M |
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.