# Columbia Balanced Inst3 (CBDYX)

> Source: Nexqual · https://nexqual.com/CBDYX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Columbia Balanced Inst3 (CBDYX), nexqual.com/CBDYX" · informational, not investment advice.

**Price:** USD 58.66 (-0.24% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 58.8 · day 58.66–58.66 · 52w 52.43–60.25 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +7.4% vs S&P 500 +13.4%; 5Y +44.6% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +7.4% | +44.6% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +7.4% | +7.7% |
| Volatility (annualized) | 9.2% | 10.9% |
| Max drawdown | -6.6% (Jan 2026→Mar 2026) | -20.6% (Dec 2021→Oct 2022) |

## Peers
COFYX (Columbia Contrarian Core Fund C) USD 44.59 -0.00% · CLREX (Columbia Balanced Fund Class I2) USD 57.84 -0.00% · CYYYX (Columbia Thermostat Fund Class ) USD 18.22 +0.00% · CBALX (Columbia Balanced Fund Class I) USD 57.78 +0.00% · CBLAX (Columbia Fds Srs Tr I, Balanced) USD 57.95 -0.00%

## More
Full page: https://nexqual.com/CBDYX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt