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Columbia Large Cap Enhanced Core Inst (NMIMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.61-0.08 (-0.29%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.43%
5-year average return14.98%
Number of years up20
Number of years down7
Best 1-yr total return (27 Jun 2024)35.14%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return35.14%
Worst 3-yr total return8.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNMIMXCategory
YTD11.13%5.31%
1-month5.11%-4.19%
3-month3.47%3.90%
1-year27.90%20.31%
3-year10.19%6.48%
5-year15.70%11.78%
10-year12.24%10.96%
Last bull market25.94%25.56%
Last bear market-15.27%-15.11%

Annual total return (%) history

Year
NMIMXCategory
2024
N/AN/A
2023
26.21%22.32%
2022
-17.01%-16.96%
2021
31.43%26.07%
2020
15.50%15.83%
2019
25.82%28.78%
2018
-4.86%-6.27%
2017
24.42%20.44%
2016
9.82%10.37%
2015
-0.07%-1.07%
2014
15.24%10.96%
2013
35.14%31.50%
2012
16.12%14.96%
2011
4.56%-1.27%
2010
13.32%14.01%
2009
23.99%28.17%
2008
-36.48%-37.79%
2007
4.05%6.16%
2006
16.81%14.17%
2005
6.70%5.88%
2004
10.53%10.02%
2003
29.66%27.05%
2002
-21.59%-22.25%
2001
-9.33%-13.50%
2000
-10.86%-6.31%
1999
17.70%20.16%
1998
26.64%22.39%
1997
33.46%28.37%
1996
N/A20.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.21%N/AN/AN/A
20238.32%8.03%-2.50%10.63%
2022-3.55%-15.27%-5.28%7.20%
20217.89%8.21%0.64%11.87%
2020-20.38%21.65%7.42%11.01%
201912.76%1.93%0.34%9.10%
2018-0.41%2.97%8.08%-14.16%
20175.90%3.30%5.65%7.65%
20160.34%1.18%4.21%3.81%
20151.31%-0.51%-6.80%6.38%
20141.55%5.16%2.61%5.18%
201310.36%3.78%5.41%11.93%
201213.52%-3.07%6.94%-1.32%
20116.82%0.92%-13.38%11.98%
20104.83%-11.03%10.57%9.89%
2009-11.99%15.74%14.72%6.11%
2008-10.88%-2.35%-7.28%-21.29%
20070.41%6.17%1.31%-3.66%
20064.65%-2.15%6.34%7.27%
2005-0.88%1.31%3.85%2.32%
20042.49%0.86%-1.45%8.50%
2003-3.29%15.30%3.30%12.57%
20021.15%-13.73%-17.65%9.12%
2001-10.78%6.11%-14.35%11.83%
20001.30%-2.50%-1.36%-8.50%
19993.38%6.81%-6.76%14.31%
199813.60%3.09%-10.62%20.98%
19972.76%17.00%8.47%2.34%
19968.89%N/AN/AN/A

Rank in category (by total return)

YTD36
1-month20
3-month50
1-year42
3-year11
5-year23

Load adjusted returns

1-year27.90%
3-year10.19%
5-year15.70%
10-year12.24%