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Columbia Large Cap Value C (ADECX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.49+0.13 (+0.79%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.06%
5-year average return9.59%
Number of years up17
Number of years down6
Best 1-yr total return (7 May 2024)29.74%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return29.74%
Worst 3-yr total return5.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnADECXCategory
YTD5.95%17.52%
1-month-3.69%-0.87%
3-month5.13%5.51%
1-year14.54%42.88%
3-year4.90%11.93%
5-year8.85%12.07%
10-year8.13%10.95%
Last bull market22.72%23.18%
Last bear market-10.92%-17.87%

Annual total return (%) history

Year
ADECXCategory
2024
N/AN/A
2023
8.75%N/A
2022
-5.96%N/A
2021
22.75%N/A
2020
4.56%2.91%
2019
28.87%25.04%
2018
-11.88%-8.53%
2017
15.74%15.94%
2016
13.82%14.81%
2015
-3.00%-4.05%
2014
10.73%10.21%
2013
29.74%31.21%
2012
13.96%14.57%
2011
-6.03%-0.75%
2010
15.28%13.66%
2009
25.97%24.13%
2008
-40.86%-37.09%
2007
7.22%1.42%
2006
18.72%18.15%
2005
12.49%5.95%
2004
17.23%12.97%
2003
40.89%28.44%
2002
-19.02%-18.69%
2001
1.88%-4.99%
2000
N/A7.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.01%N/AN/AN/A
2023-0.69%2.81%-1.72%8.38%
2022-0.50%-10.92%-6.31%13.24%
202110.73%4.64%-2.20%8.33%
2020-26.54%15.25%6.35%16.13%
201912.93%4.22%1.53%7.84%
2018-3.21%-0.30%4.74%-12.81%
20173.53%2.16%3.68%5.54%
2016-0.56%4.03%3.24%6.57%
2015-0.93%1.13%-8.16%5.43%
20142.30%4.72%-0.49%3.87%
201310.93%2.88%3.52%9.81%
201211.55%-3.67%4.70%1.30%
20115.66%-1.33%-18.67%10.84%
20105.01%-12.80%12.44%11.96%
2009-12.89%15.88%17.49%6.22%
2008-10.96%-2.13%-10.97%-23.78%
20070.85%10.42%0.41%-4.11%
20068.01%0.13%2.25%7.36%
2005-0.59%1.95%7.82%2.95%
20042.50%1.41%-0.08%12.87%
2003-6.45%22.52%4.50%17.64%
20024.52%-10.07%-21.21%9.34%
2001-1.20%6.41%-11.97%10.08%
20004.93%-0.24%N/AN/A

Rank in category (by total return)

YTD21
1-month35
3-month24
1-year48
3-year76
5-year59

Load adjusted returns

1-year13.54%
3-year4.90%
5-year8.85%
10-year8.13%