Columbia Balanced Fund
COLUMBIA FUNDS SERIES TRUST I

Average annual returns

No trailing-return data available for this share class.

Risk statistics

78 months through Feb. 28, 2026
Volatility (ann.)
8.56%
Sharpe
1.80
Sortino
3.83
Max drawdown
-20.32%
Best month
9.06%
Worst month
-8.90%
Beta vs VTSAX
0.69
Correlation
0.97

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.