Australia markets closed

Columbia Disciplined Core Fund (AQEAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
14.60+0.02 (+0.14%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.72%
5-year average return13.07%
Number of years up17
Number of years down3
Best 1-yr total return (15 May 2024)33.53%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return33.53%
Worst 3-yr total return6.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAQEAXCategory
YTD6.44%5.31%
1-month-4.99%-4.19%
3-month4.36%3.90%
1-year21.33%20.31%
3-year7.48%6.48%
5-year11.43%11.78%
10-year11.34%10.96%
Last bull market26.96%25.56%
Last bear market-14.96%-15.11%

Annual total return (%) history

Year
AQEAXCategory
2024
N/AN/A
2023
24.10%22.32%
2022
-18.98%-16.96%
2021
32.34%26.07%
2020
13.83%15.83%
2019
24.47%28.78%
2018
-3.99%-6.27%
2017
24.07%20.44%
2016
7.68%10.37%
2015
0.87%-1.07%
2014
14.98%10.96%
2013
33.53%31.50%
2012
15.50%14.96%
2011
5.51%-1.27%
2010
15.14%14.01%
2009
21.42%28.17%
2008
-38.74%-37.79%
2007
5.27%6.16%
2006
16.47%14.17%
2005
6.20%5.88%
2004
9.96%10.02%
2003
N/A27.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.03%N/AN/AN/A
20238.14%6.93%-2.37%9.93%
2022-5.52%-14.96%-5.58%6.80%
20219.05%7.45%0.86%11.98%
2020-19.93%21.23%5.44%11.22%
201912.56%2.01%0.08%8.31%
2018-0.17%3.27%8.20%-13.94%
20175.87%3.05%5.65%7.64%
2016-0.21%0.42%3.84%3.48%
20151.87%-0.10%-6.42%5.92%
20141.30%4.54%2.78%5.63%
20139.29%3.54%6.02%11.30%
201214.29%-3.70%6.73%-1.67%
20116.65%1.04%-12.86%12.37%
20105.50%-11.22%11.74%10.02%
2009-13.65%14.66%15.99%5.72%
2008-11.29%-2.61%-8.88%-22.19%
20070.43%6.99%0.93%-2.94%
20065.63%-2.19%5.07%7.29%
2005-1.55%1.42%5.43%0.88%
20041.99%1.30%-3.04%9.78%
20031.28%11.83%N/AN/A

Rank in category (by total return)

YTD29
1-month85
3-month33
1-year54
3-year36
5-year65

Load adjusted returns

1-year14.35%
3-year5.37%
5-year10.11%
10-year10.68%