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Columbia Disciplined Value Inst2 (COLVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.71+0.05 (+0.58%)
As of 08:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.87%
5-year average return10.52%
Number of years up6
Number of years down2
Best 1-yr total return (18 Apr 2024)30.14%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return30.14%
Worst 3-yr total return3.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCOLVXCategory
YTD13.01%4.44%
1-month6.47%-4.04%
3-month13.01%4.09%
1-year26.93%14.37%
3-year11.99%6.04%
5-year12.16%9.20%
10-year9.87%8.57%
Last bull market46.58%22.97%
Last bear market-10.30%-11.27%

Annual total return (%) history

Year
COLVXCategory
2024
N/AN/A
2023
15.72%11.63%
2022
-7.01%-5.90%
2021
30.14%26.22%
2020
2.45%2.91%
2019
19.67%25.04%
2018
-8.90%-8.53%
2017
18.12%15.94%
2016
14.16%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.01%N/AN/AN/A
20233.02%4.85%-1.46%8.72%
2022-0.32%-10.30%-6.29%10.99%
202112.67%5.01%0.72%9.20%
2020-24.95%13.84%3.51%15.85%
20199.32%2.42%0.21%6.66%
2018-1.97%-0.48%7.12%-12.83%
20173.19%1.89%5.09%6.90%
20160.81%2.06%4.04%6.66%
2015-7.64%5.42%N/AN/A

Rank in category (by total return)

YTD4
1-month11
3-month4
1-year13
3-year8
5-year28

Load adjusted returns

1-year26.93%
3-year11.99%
5-year12.16%
10-year9.87%