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Columbia Disciplined Value Inst3 (COLYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.74+0.05 (+0.58%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.85%
5-year average return10.57%
Number of years up6
Number of years down2
Best 1-yr total return (18 Apr 2024)30.09%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return30.09%
Worst 3-yr total return3.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCOLYXCategory
YTD12.96%4.44%
1-month6.45%-4.04%
3-month12.96%4.09%
1-year27.06%14.37%
3-year12.05%6.04%
5-year12.20%9.20%
10-year9.92%8.57%
Last bull market46.66%22.97%
Last bear market-10.38%-11.27%

Annual total return (%) history

Year
COLYXCategory
2024
N/AN/A
2023
15.87%11.63%
2022
-6.94%-5.90%
2021
30.09%26.22%
2020
2.60%2.91%
2019
19.69%25.04%
2018
-8.92%-8.53%
2017
18.27%15.94%
2016
14.18%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.96%N/AN/AN/A
20233.01%4.96%-1.58%8.88%
2022-0.22%-10.38%-6.27%11.03%
202112.65%5.00%0.72%9.20%
2020-24.92%13.96%3.50%15.86%
20199.43%2.42%0.21%6.58%
2018-1.97%-0.48%7.20%-12.92%
20173.29%1.89%5.08%6.95%
20160.92%2.05%4.03%6.57%
2015-7.64%5.48%N/AN/A

Rank in category (by total return)

YTD4
1-month11
3-month4
1-year13
3-year8
5-year28

Load adjusted returns

1-year27.06%
3-year12.05%
5-year12.20%
10-year9.92%