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Columbia Large Cap Enhanced Core R (CCERX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.89+0.34 (+1.28%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.78%
5-year average return12.62%
Number of years up13
Number of years down4
Best 1-yr total return (2 May 2024)34.37%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return34.37%
Worst 3-yr total return7.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCCERXCategory
YTD5.57%14.84%
1-month-4.94%1.65%
3-month3.46%7.55%
1-year21.07%40.47%
3-year8.20%16.77%
5-year12.13%16.15%
10-year11.41%13.21%
Last bull market25.69%24.09%
Last bear market-15.38%-17.61%

Annual total return (%) history

Year
CCERXCategory
2024
N/AN/A
2023
25.61%N/A
2022
-17.42%N/A
2021
30.76%N/A
2020
14.94%15.83%
2019
25.15%28.78%
2018
-5.30%-6.27%
2017
23.77%20.44%
2016
9.30%10.37%
2015
-0.56%-1.07%
2014
14.69%10.96%
2013
34.37%31.50%
2012
15.52%14.96%
2011
4.13%-1.27%
2010
12.76%14.01%
2009
23.36%28.17%
2008
-36.84%-37.79%
2007
3.53%6.16%
2006
N/A14.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.06%N/AN/AN/A
20238.23%7.87%-2.59%10.45%
2022-3.63%-15.38%-5.43%7.07%
20217.74%8.11%0.51%11.69%
2020-20.46%21.47%7.30%10.87%
201912.60%1.81%0.21%8.94%
2018-0.49%2.85%7.92%-14.26%
20175.76%3.18%5.53%7.48%
20160.19%1.10%4.07%3.68%
20151.17%-0.59%-6.94%6.25%
20141.44%5.03%2.45%5.07%
201310.26%3.57%5.22%11.82%
201213.32%-3.14%6.78%-1.43%
20116.72%0.83%-13.51%11.88%
20104.72%-11.08%10.35%9.74%
2009-12.06%15.48%14.59%6.01%
2008-11.01%-2.52%-7.36%-21.41%
20070.27%6.03%1.25%-3.82%
2006-2.33%6.28%7.13%N/A

Rank in category (by total return)

YTD52
1-month83
3-month67
1-year56
3-year20
5-year52

Load adjusted returns

1-year21.07%
3-year8.20%
5-year12.13%
10-year11.41%