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Columbia Select Mid Cap Value C (CMUCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.82+0.03 (+0.25%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.79%
5-year average return9.30%
Number of years up16
Number of years down6
Best 1-yr total return (1 July 2024)34.07%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return34.07%
Worst 3-yr total return3.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCMUCXCategory
YTD8.09%21.28%
1-month2.86%-1.96%
3-month4.76%4.90%
1-year23.84%55.83%
3-year4.85%11.08%
5-year11.24%11.93%
10-year7.45%10.64%
Last bull market29.19%25.54%
Last bear market-13.96%-22.08%

Annual total return (%) history

Year
CMUCXCategory
2024
N/AN/A
2023
9.39%N/A
2022
-10.03%N/A
2021
30.79%N/A
2020
5.91%2.63%
2019
30.18%25.18%
2018
-14.09%-12.86%
2017
12.52%13.22%
2016
13.07%18.06%
2015
-5.88%-5.41%
2014
11.18%9.31%
2013
34.07%35.14%
2012
15.64%16.60%
2011
-4.97%-3.96%
2010
22.02%21.92%
2009
31.17%35.41%
2008
-42.17%-36.77%
2007
6.59%0.83%
2006
15.87%15.87%
2005
14.09%8.82%
2004
19.77%17.85%
2003
35.47%33.85%
2002
-13.86%-13.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.98%-2.59%N/AN/A
20230.38%3.88%-6.77%12.53%
2022-2.67%-13.96%-3.65%11.52%
202113.21%4.35%-1.99%12.96%
2020-32.83%18.44%8.73%22.43%
201915.99%3.66%1.80%6.35%
2018-3.00%1.68%2.89%-15.35%
20173.34%1.57%1.65%5.46%
20160.76%3.18%3.14%5.44%
20151.29%-1.94%-7.66%2.62%
20144.79%5.57%-2.49%3.07%
201312.18%2.42%5.68%10.42%
201211.43%-5.22%5.46%3.83%
20117.06%-0.43%-21.21%13.14%
20107.90%-11.50%11.84%14.25%
2009-12.15%17.53%20.55%5.38%
2008-11.50%-0.47%-8.72%-28.08%
20075.77%6.11%-1.81%-3.28%
20067.46%-1.69%2.19%7.32%
20052.80%2.34%5.82%2.48%
20043.50%2.61%0.48%12.24%
2003-4.40%16.86%5.13%15.34%
20026.89%-6.82%-18.04%5.53%

Rank in category (by total return)

YTD25
1-month68
3-month24
1-year47
3-year53
5-year47

Load adjusted returns

1-year22.84%
3-year4.85%
5-year11.24%
10-year7.45%