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Columbia Greater China Inst2 (CGCRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.41-0.14 (-0.43%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-5.15%
5-year average return-8.59%
Number of years up5
Number of years down6
Best 1-yr total return (18 Apr 2024)61.21%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return61.21%
Worst 3-yr total return-24.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCGCRXCategory
YTD-3.04%6.62%
1-month2.10%1.20%
3-month-3.04%6.57%
1-year-22.17%37.26%
3-year-25.52%13.53%
5-year-7.33%15.37%
10-year0.87%7.09%
Last bull market-11.31%18.73%
Last bear market4.60%-27.14%

Annual total return (%) history

Year
CGCRXCategory
2024
N/AN/A
2023
-18.62%N/A
2022
-28.29%N/A
2021
-25.16%N/A
2020
46.09%37.10%
2019
33.05%25.86%
2018
-19.84%-20.68%
2017
61.21%42.40%
2016
-6.04%-2.06%
2015
-0.20%-4.20%
2014
5.47%1.54%
2013
13.79%10.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-3.04%N/AN/AN/A
20231.37%-12.36%-4.07%-4.51%
2022-20.03%4.60%-24.14%13.01%
20212.51%1.86%-21.73%-8.42%
2020-7.89%22.87%19.23%8.26%
201920.42%0.27%-3.71%14.43%
20183.31%-2.22%-10.01%-11.81%
201713.33%11.64%13.76%12.00%
2016-6.49%-0.67%14.11%-11.35%
20157.78%5.88%-20.55%10.06%
2014-3.53%3.50%1.67%3.89%
2013-3.85%-4.58%14.57%8.24%

Rank in category (by total return)

YTD57
1-month16
3-month57
1-year64
3-year91
5-year82

Load adjusted returns

1-year-22.17%
3-year-25.52%
5-year-7.33%
10-year0.87%