Australia markets closed

Columbia Acorn Inst3 (CRBYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
12.58+0.02 (+0.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.28%
5-year average return3.92%
Number of years up8
Number of years down3
Best 1-yr total return (30 June 2024)30.99%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return30.99%
Worst 3-yr total return-4.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCRBYXCategory
YTD3.91%10.80%
1-month1.51%4.43%
3-month-1.69%7.00%
1-year17.39%48.17%
3-year-3.32%21.26%
5-year5.61%20.18%
10-year7.17%14.07%
Last bull market33.14%27.14%
Last bear market-23.49%-21.26%

Annual total return (%) history

Year
CRBYXCategory
2024
N/AN/A
2023
21.95%N/A
2022
-33.77%N/A
2021
9.16%N/A
2020
29.54%39.26%
2019
26.74%32.52%
2018
-4.98%-6.65%
2017
25.31%23.91%
2016
10.50%6.03%
2015
-1.54%-0.95%
2014
0.94%7.00%
2013
30.99%34.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.61%N/AN/AN/A
202310.13%5.59%-5.21%10.63%
2022-17.57%-23.49%1.36%3.60%
20211.99%5.84%-1.54%2.71%
2020-21.30%28.42%9.39%17.18%
201916.63%3.95%-3.71%8.56%
20183.67%6.47%7.26%-19.74%
20176.73%5.24%5.21%6.03%
2016-2.70%2.59%6.84%3.61%
20153.99%2.55%-9.77%2.34%
20140.03%2.67%-5.43%3.93%
20139.84%0.67%10.40%7.30%

Rank in category (by total return)

YTD53
1-month66
3-month46
1-year69
3-year72
5-year94

Load adjusted returns

1-year17.39%
3-year-3.32%
5-year5.61%
10-year7.17%