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Columbia Small Cap Value I Inst2 (CUURX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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49.00-0.51 (-1.03%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.53%
5-year average return11.17%
Number of years up8
Number of years down3
Best 1-yr total return (24 June 2024)34.41%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return34.41%
Worst 3-yr total return2.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCUURXCategory
YTD2.78%26.79%
1-month5.67%-1.77%
3-month4.06%4.45%
1-year28.10%71.02%
3-year4.37%9.35%
5-year13.12%12.17%
10-year8.74%9.95%
Last bull market27.08%28.07%
Last bear market-14.58%-24.24%

Annual total return (%) history

Year
CUURXCategory
2024
N/AN/A
2023
21.76%N/A
2022
-8.52%N/A
2021
29.21%N/A
2020
8.24%4.02%
2019
21.42%21.43%
2018
-17.99%-15.46%
2017
14.32%8.54%
2016
32.87%25.99%
2015
-6.12%-6.71%
2014
3.28%3.34%
2013
34.41%36.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.04%N/AN/AN/A
20231.74%6.00%-1.78%14.95%
2022-1.70%-14.58%-3.12%12.45%
202122.18%3.82%-1.57%3.49%
2020-35.98%23.40%2.56%33.60%
201912.48%0.32%-1.65%9.41%
2018-4.19%8.19%-0.86%-20.20%
20171.10%1.73%7.79%3.12%
20162.85%1.46%11.75%13.95%
20152.84%-0.02%-10.48%1.99%
20142.36%3.38%-7.99%6.07%
201310.35%3.75%8.26%8.44%

Rank in category (by total return)

YTD54
1-month16
3-month30
1-year25
3-year34
5-year24

Load adjusted returns

1-year28.10%
3-year4.37%
5-year13.12%
10-year8.74%