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Columbia Disciplined Core Adv (CLCQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.57+0.08 (+0.52%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.42%
5-year average return13.85%
Number of years up8
Number of years down2
Best 1-yr total return (2 Jul 2024)32.72%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return32.72%
Worst 3-yr total return7.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCLCQXCategory
YTD16.21%5.31%
1-month3.84%-4.19%
3-month3.63%3.90%
1-year24.87%20.31%
3-year9.94%6.48%
5-year14.05%11.78%
10-year12.17%10.96%
Last bull market27.12%25.56%
Last bear market-14.96%-15.11%

Annual total return (%) history

Year
CLCQXCategory
2024
N/AN/A
2023
24.37%22.32%
2022
-18.77%-16.96%
2021
32.72%26.07%
2020
14.10%15.83%
2019
24.81%28.78%
2018
-3.79%-6.27%
2017
24.45%20.44%
2016
7.97%10.37%
2015
1.13%-1.07%
2014
15.24%10.96%
2013
N/A31.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.14%3.63%N/AN/A
20238.10%7.08%-2.33%10.01%
2022-5.51%-14.96%-5.50%6.97%
20219.10%7.50%0.91%12.15%
2020-19.88%21.30%5.54%11.24%
201912.72%1.99%0.16%8.38%
2018-0.17%3.41%8.20%-13.87%
20176.02%3.02%5.69%7.81%
2016-0.10%0.41%3.91%3.58%
20151.95%0.00%-6.46%6.04%
20141.29%4.62%2.87%5.71%
20133.66%5.97%11.45%N/A

Rank in category (by total return)

YTD18
1-month13
3-month39
1-year28
3-year22
5-year46

Load adjusted returns

1-year24.87%
3-year9.94%
5-year14.05%
10-year12.17%