New Zealand markets closed

Columbia Select Small Cap Value Inst3 (CSSYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
26.56+0.33 (+1.26%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.11%
5-year average return10.98%
Number of years up6
Number of years down3
Best 1-yr total return (3 Oct 2024)31.62%
Worst 1-yr total return (3 Oct 2024)N/A
Best 3-yr total return31.62%
Worst 3-yr total return3.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSSYXCategory
YTD12.83%26.79%
1-month-0.19%-1.77%
3-month8.44%4.45%
1-year24.94%71.02%
3-year4.82%9.35%
5-year10.82%12.17%
10-year7.84%9.95%
Last bull market25.04%28.07%
Last bear market-16.01%-24.24%

Annual total return (%) history

Year
CSSYXCategory
2024
N/AN/A
2023
12.83%N/A
2022
-15.08%N/A
2021
31.62%N/A
2020
10.00%4.02%
2019
19.15%21.43%
2018
-13.20%-15.46%
2017
13.00%8.54%
2016
13.29%25.99%
2015
-3.54%-6.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.78%-1.64%8.44%N/A
20232.70%4.73%-5.27%10.73%
2022-4.64%-16.01%-2.39%8.62%
202118.93%5.32%-1.35%6.52%
2020-35.94%27.35%7.37%25.59%
201913.36%1.65%-3.19%6.81%
20180.93%0.60%4.88%-18.49%
20171.36%3.80%4.02%3.24%
20160.56%-1.66%6.86%7.21%
20157.06%0.08%-13.10%3.60%

Rank in category (by total return)

YTD14
1-month68
3-month47
1-year34
3-year74
5-year47

Load adjusted returns

1-year24.94%
3-year4.82%
5-year10.82%
10-year7.84%