Australia markets closed

Columbia Small Cap Value I Inst (CSCZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
51.77-0.13 (-0.25%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.56%
5-year average return11.46%
Number of years up20
Number of years down8
Best 1-yr total return (15 May 2024)34.20%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return34.20%
Worst 3-yr total return2.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSCZXCategory
YTD-2.78%26.79%
1-month-6.52%-1.77%
3-month1.42%4.45%
1-year18.60%71.02%
3-year3.58%9.35%
5-year9.45%12.17%
10-year8.05%9.95%
Last bull market27.01%28.07%
Last bear market-14.60%-24.24%

Annual total return (%) history

Year
CSCZXCategory
2024
N/AN/A
2023
21.66%N/A
2022
-8.60%N/A
2021
29.08%N/A
2020
8.08%4.02%
2019
21.27%21.43%
2018
-18.10%-15.46%
2017
14.17%8.54%
2016
32.69%25.99%
2015
-6.25%-6.71%
2014
3.10%3.34%
2013
34.20%36.22%
2012
11.38%16.00%
2011
-6.00%-4.45%
2010
26.06%26.17%
2009
24.74%31.32%
2008
-28.07%-32.24%
2007
-2.37%-6.08%
2006
19.58%16.27%
2005
5.54%6.40%
2004
23.18%21.14%
2003
39.79%42.38%
2002
-6.64%-10.12%
2001
7.06%15.92%
2000
19.27%18.64%
1999
4.42%6.78%
1998
-5.96%-6.93%
1997
24.22%27.89%
1996
18.70%22.50%
1995
N/A22.49%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.00%N/AN/AN/A
20231.70%5.99%-1.82%14.95%
2022-1.72%-14.60%-3.12%12.41%
202122.14%3.78%-1.58%3.47%
2020-36.02%23.38%2.52%33.55%
201912.45%0.26%-1.68%9.40%
2018-4.22%8.14%-0.89%-20.21%
20171.06%1.69%7.76%3.10%
20162.81%1.41%11.71%13.92%
20152.81%-0.06%-10.50%1.95%
20142.32%3.35%-8.04%6.02%
201310.30%3.73%8.20%8.41%
201210.23%-6.41%4.52%3.30%
20115.39%-1.94%-21.49%15.86%
20108.67%-8.49%8.62%16.71%
2009-15.74%19.42%20.63%2.76%
2008-5.35%-3.78%3.98%-24.04%
20072.56%4.13%-4.57%-4.20%
200612.88%-3.23%1.25%8.12%
2005-3.00%2.02%5.57%1.03%
20047.49%1.85%-1.06%13.72%
2003-7.65%19.27%9.06%16.37%
20029.82%-4.71%-16.60%6.96%
2001-5.35%10.98%-13.39%17.67%
20001.96%2.36%9.88%4.01%
1999-13.83%17.62%-7.04%10.83%
199813.75%-5.87%-26.04%18.74%
1997-5.55%18.14%14.61%-2.86%
19967.16%3.11%2.37%4.94%
1995-1.22%N/AN/AN/A

Rank in category (by total return)

YTD68
1-month78
3-month57
1-year28
3-year38
5-year26

Load adjusted returns

1-year18.60%
3-year3.58%
5-year9.45%
10-year8.05%