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Columbia Dividend Income Adv (CVIRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.14+0.05 (+0.15%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.83%
5-year average return11.12%
Number of years up9
Number of years down2
Best 1-yr total return (27 Jun 2024)28.68%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return28.68%
Worst 3-yr total return8.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCVIRXCategory
YTD7.08%4.44%
1-month2.29%-4.04%
3-month2.11%4.09%
1-year20.50%14.37%
3-year7.32%6.04%
5-year12.32%9.20%
10-year10.80%8.57%
Last bull market20.28%22.97%
Last bear market-9.46%-11.27%

Annual total return (%) history

Year
CVIRXCategory
2024
N/AN/A
2023
10.49%11.63%
2022
-4.96%-5.90%
2021
26.28%26.22%
2020
7.77%2.91%
2019
28.17%25.04%
2018
-4.41%-8.53%
2017
20.80%15.94%
2016
13.38%14.81%
2015
0.65%-4.05%
2014
12.69%10.21%
2013
28.68%31.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.41%N/AN/AN/A
2023-0.17%4.19%-2.20%8.62%
2022-2.59%-9.46%-5.24%13.71%
20218.89%5.84%-1.03%10.70%
2020-19.39%13.32%6.26%11.04%
201911.99%4.09%3.13%6.61%
2018-1.99%0.66%7.27%-9.68%
20175.10%2.98%4.39%6.92%
20163.32%3.82%1.01%4.64%
2015-0.32%-0.91%-5.18%7.48%
20142.03%4.10%1.48%4.55%
201311.47%3.37%2.21%9.26%

Rank in category (by total return)

YTD61
1-month80
3-month87
1-year67
3-year32
5-year33

Load adjusted returns

1-year20.50%
3-year7.32%
5-year12.32%
10-year10.80%