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Columbia Select Large Cap Equity Inst2 (CLCRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.51+0.18 (+0.81%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return19.14%
5-year average return15.56%
Number of years up9
Number of years down2
Best 1-yr total return (4 July 2024)30.97%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return30.97%
Worst 3-yr total return7.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCLCRXCategory
YTD16.71%5.31%
1-month4.37%-4.19%
3-month6.28%3.90%
1-year25.37%20.31%
3-year10.25%6.48%
5-year15.39%11.78%
10-year13.20%10.96%
Last bull market24.55%25.56%
Last bear market-16.12%-15.11%

Annual total return (%) history

Year
CLCRXCategory
2024
N/AN/A
2023
28.40%22.32%
2022
-19.38%-16.96%
2021
29.87%26.07%
2020
19.82%15.83%
2019
28.83%28.78%
2018
-5.42%-6.27%
2017
24.48%20.44%
2016
10.18%10.37%
2015
3.98%-1.07%
2014
12.01%10.96%
2013
30.97%31.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.82%6.28%N/AN/A
20237.79%10.88%-3.95%11.84%
2022-5.01%-16.12%-5.30%6.85%
20217.66%8.75%-0.81%11.83%
2020-17.50%20.73%7.79%11.60%
201913.31%4.48%0.20%8.61%
2018-1.01%2.94%7.78%-13.89%
20176.65%4.38%5.16%6.33%
20160.09%1.88%4.77%3.14%
20152.05%1.88%-7.44%8.04%
20140.76%5.08%0.91%4.83%
20139.40%4.26%5.11%9.25%

Rank in category (by total return)

YTD14
1-month6
3-month3
1-year23
3-year17
5-year13

Load adjusted returns

1-year25.37%
3-year10.25%
5-year15.39%
10-year13.20%