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Columbia Contrarian Core Adv (CORRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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38.06+0.14 (+0.37%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.87%
5-year average return16.07%
Number of years up9
Number of years down2
Best 1-yr total return (2 Jul 2024)35.78%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return35.78%
Worst 3-yr total return6.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCORRXCategory
YTD16.41%5.31%
1-month3.41%-4.19%
3-month5.38%3.90%
1-year27.37%20.31%
3-year10.28%6.48%
5-year16.18%11.78%
10-year12.80%10.96%
Last bull market26.56%25.56%
Last bear market-16.27%-15.11%

Annual total return (%) history

Year
CORRXCategory
2024
N/AN/A
2023
32.06%22.32%
2022
-18.57%-16.96%
2021
24.30%26.07%
2020
22.29%15.83%
2019
32.95%28.78%
2018
-8.97%-6.27%
2017
21.71%20.44%
2016
8.60%10.37%
2015
3.06%-1.07%
2014
12.92%10.96%
2013
35.78%31.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.47%5.38%N/AN/A
20238.69%11.06%-2.99%12.78%
2022-3.02%-16.27%-5.71%6.36%
20217.09%8.33%-1.11%8.34%
2020-18.21%20.45%8.73%14.18%
201914.21%4.64%1.87%9.20%
2018-2.47%1.79%7.62%-14.81%
20176.78%3.85%4.14%5.39%
20160.56%1.67%4.25%1.88%
20151.23%1.75%-7.20%7.82%
20141.05%5.12%1.53%4.70%
201311.48%3.29%6.68%10.53%

Rank in category (by total return)

YTD16
1-month33
3-month7
1-year10
3-year17
5-year6

Load adjusted returns

1-year27.37%
3-year10.28%
5-year16.18%
10-year12.80%