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Columbia Small Cap Growth Adv (CHHRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.89+0.08 (+0.30%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.69%
5-year average return9.54%
Number of years up7
Number of years down4
Best 1-yr total return (24 June 2024)70.23%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return70.23%
Worst 3-yr total return-8.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCHHRXCategory
YTD11.40%12.40%
1-month4.95%3.37%
3-month2.00%4.88%
1-year26.71%55.69%
3-year-5.42%19.34%
5-year11.25%20.72%
10-year12.61%13.98%
Last bull market33.25%27.85%
Last bear market-26.50%-24.06%

Annual total return (%) history

Year
CHHRXCategory
2024
N/AN/A
2023
26.16%N/A
2022
-36.62%N/A
2021
-2.70%N/A
2020
70.23%38.62%
2019
40.92%27.68%
2018
-2.06%-5.76%
2017
28.70%21.50%
2016
12.77%11.20%
2015
4.06%-2.41%
2014
-5.40%2.44%
2013
40.35%40.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.54%N/AN/AN/A
202310.86%9.06%-5.15%10.00%
2022-17.68%-26.50%1.39%3.32%
20212.33%5.79%-3.29%-7.05%
2020-18.74%47.69%10.69%28.14%
201922.56%8.98%-3.97%9.86%
20182.81%6.18%11.24%-19.35%
20176.65%6.85%7.27%5.28%
2016-2.95%4.16%8.15%3.16%
20158.10%4.36%-9.85%2.33%
2014-1.13%-5.27%-7.88%9.64%
201312.02%2.65%15.84%5.36%

Rank in category (by total return)

YTD12
1-month43
3-month25
1-year14
3-year72
5-year22

Load adjusted returns

1-year26.71%
3-year-5.42%
5-year11.25%
10-year12.61%