Australia markets closed

Columbia Large Cap Growth Inst3 (CGFYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
74.99+0.26 (+0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return21.80%
5-year average return18.89%
Number of years up11
Number of years down3
Best 1-yr total return (13 June 2024)43.98%
Worst 1-yr total return (13 June 2024)N/A
Best 3-yr total return43.98%
Worst 3-yr total return5.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCGFYXCategory
YTD14.33%12.38%
1-month6.85%5.09%
3-month4.34%10.28%
1-year34.42%41.70%
3-year9.45%22.56%
5-year18.48%21.98%
10-year14.93%15.99%
Last bull market27.90%25.99%
Last bear market-22.03%-17.29%

Annual total return (%) history

Year
CGFYXCategory
2024
N/AN/A
2023
43.98%N/A
2022
-31.95%N/A
2021
29.13%N/A
2020
34.50%35.86%
2019
36.31%31.90%
2018
-3.82%-2.09%
2017
28.11%27.67%
2016
1.23%3.23%
2015
9.29%3.60%
2014
14.43%10.00%
2013
30.79%33.92%
2012
20.74%15.34%
2011
-2.66%-2.46%
2010
17.63%15.53%
2009
N/A35.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.17%N/AN/AN/A
202313.61%15.40%-4.33%14.79%
2022-9.92%-22.03%-5.24%2.25%
20214.26%12.93%0.17%9.49%
2020-12.88%26.45%9.26%11.74%
201916.62%4.92%0.02%11.38%
20182.79%4.60%8.52%-17.56%
20179.59%6.81%4.86%4.38%
2016-3.94%0.33%6.28%-1.18%
20156.96%1.67%-7.99%9.23%
20140.82%5.32%1.21%6.47%
20138.39%1.21%8.74%9.64%
201217.38%-3.90%8.26%-1.13%
20117.13%-0.20%-15.74%8.05%
20104.34%-10.31%11.50%12.74%
20096.39%N/AN/AN/A

Rank in category (by total return)

YTD29
1-month11
3-month15
1-year31
3-year24
5-year16

Load adjusted returns

1-year34.42%
3-year9.45%
5-year18.48%
10-year14.93%