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Columbia Select Large Cap Value Adv (CSERX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.41+0.13 (+0.37%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.99%
5-year average return11.09%
Number of years up8
Number of years down3
Best 1-yr total return (1 July 2024)38.13%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return38.13%
Worst 3-yr total return5.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSERXCategory
YTD10.29%4.44%
1-month4.60%-4.04%
3-month8.38%4.09%
1-year22.98%14.37%
3-year5.60%6.04%
5-year13.30%9.20%
10-year9.69%8.57%
Last bull market21.45%22.97%
Last bear market-13.26%-11.27%

Annual total return (%) history

Year
CSERXCategory
2024
N/AN/A
2023
5.75%11.63%
2022
-0.81%-5.90%
2021
26.65%26.22%
2020
6.41%2.91%
2019
26.88%25.04%
2018
-12.08%-8.53%
2017
20.37%15.94%
2016
20.66%14.81%
2015
-5.60%-4.05%
2014
11.09%10.21%
2013
38.13%31.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.56%N/AN/AN/A
2023-1.42%3.39%-5.00%9.22%
20223.23%-13.26%-3.88%15.25%
202114.86%5.48%-3.70%8.56%
2020-29.14%19.92%6.31%17.79%
201911.32%3.34%-0.41%10.75%
2018-3.77%1.81%5.41%-14.87%
20173.67%2.29%5.23%7.87%
20160.05%4.09%5.59%9.73%
2015-0.59%0.68%-11.45%6.52%
20143.00%3.84%0.81%3.03%
201313.67%3.69%5.46%11.12%

Rank in category (by total return)

YTD14
1-month6
3-month2
1-year46
3-year66
5-year21

Load adjusted returns

1-year22.98%
3-year5.60%
5-year13.30%
10-year9.69%