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Columbia Select Small Cap Value Adv (CSPRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.51+0.05 (+0.21%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.34%
5-year average return7.87%
Number of years up8
Number of years down3
Best 1-yr total return (2 July 2024)48.51%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return48.51%
Worst 3-yr total return3.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSPRXCategory
YTD3.96%26.79%
1-month-1.21%-1.77%
3-month-1.70%4.45%
1-year8.95%71.02%
3-year1.43%9.35%
5-year8.20%12.17%
10-year6.13%9.95%
Last bull market24.97%28.07%
Last bear market-16.01%-24.24%

Annual total return (%) history

Year
CSPRXCategory
2024
N/AN/A
2023
12.64%N/A
2022
-15.16%N/A
2021
31.51%N/A
2020
9.83%4.02%
2019
19.06%21.43%
2018
-13.35%-15.46%
2017
12.90%8.54%
2016
13.06%25.99%
2015
-3.78%-6.71%
2014
5.66%3.34%
2013
48.51%36.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.76%-1.70%N/AN/A
20232.62%4.74%-5.35%10.72%
2022-4.69%-16.01%-2.43%8.63%
202118.93%5.27%-1.40%6.54%
2020-35.98%27.33%7.32%25.54%
201913.39%1.60%-3.20%6.76%
20180.86%0.57%4.89%-18.56%
20171.35%3.76%3.99%3.24%
20160.52%-1.75%6.86%7.13%
20156.96%0.00%-13.10%3.53%
20140.90%5.01%-6.43%6.58%
201314.77%5.73%11.48%9.78%

Rank in category (by total return)

YTD13
1-month11
3-month11
1-year68
3-year71
5-year60

Load adjusted returns

1-year8.95%
3-year1.43%
5-year8.20%
10-year6.13%