# Columbia Balanced Inst2 (CLREX)

> Source: Nexqual · https://nexqual.com/CLREX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Columbia Balanced Inst2 (CLREX), nexqual.com/CLREX" · informational, not investment advice.

**Price:** USD 57.84 (-0.24% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 57.98 · day 57.84–57.84 · 52w 51.71–59.41 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +7.3% vs S&P 500 +13.4%; 5Y +44.3% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +7.3% | +44.3% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +7.3% | +7.6% |
| Volatility (annualized) | 9.2% | 10.9% |
| Max drawdown | -6.6% (Jan 2026→Mar 2026) | -20.6% (Dec 2021→Oct 2022) |

## Peers
CBDYX (Columbia Balanced Fund Class I3) USD 58.66 +0.00% · CBLAX (Columbia Fds Srs Tr I, Balanced) USD 57.95 -0.00% · CBALX (Columbia Balanced Fund Class I) USD 57.78 +0.00% · CTHRX (Columbia Global Technology Grow) USD 136.19 -0.00% · CCVAX (Calvert Small Cap Fund Class A) USD 28.72 +0.00%

## More
Full page: https://nexqual.com/CLREX · 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