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Columbia Emerging Markets Inst (UMEMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.53+0.14 (+1.13%)
At close: 08:01PM EST

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.88%
5-year average return1.16%
Number of years up14
Number of years down11
Best 1-yr total return (28 Feb 2024)76.88%
Worst 1-yr total return (28 Feb 2024)N/A
Best 3-yr total return76.88%
Worst 3-yr total return-12.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUMEMXCategory
YTD-4.56%8.73%
1-month-4.56%1.20%
3-month7.09%5.47%
1-year-4.41%41.79%
3-year-14.62%11.48%
5-year0.60%12.18%
10-year2.51%4.39%
Last bull market21.25%17.73%
Last bear market-13.67%-25.55%

Annual total return (%) history

Year
UMEMXCategory
2023
8.89%N/A
2022
-33.02%N/A
2021
-7.29%N/A
2020
33.82%17.90%
2019
31.10%19.25%
2018
-21.27%-16.07%
2017
46.95%34.17%
2016
4.89%8.47%
2015
-9.19%-13.79%
2014
-2.67%-3.01%
2013
-1.45%-0.14%
2012
24.12%18.15%
2011
-18.90%-19.86%
2010
20.04%19.26%
2009
76.88%73.81%
2008
-55.37%-54.44%
2007
26.95%36.68%
2006
33.79%32.06%
2005
29.09%31.54%
2004
30.02%23.54%
2003
63.89%55.19%
2002
-5.38%-6.05%
2001
-1.80%-3.83%
2000
-31.50%-30.33%
1999
67.35%70.56%
1998
N/A-25.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20232.87%3.05%-4.93%8.04%
2022-18.49%-13.67%-12.11%8.30%
20211.81%6.17%-9.07%-5.68%
2020-25.16%28.25%15.71%20.48%
201914.09%2.82%-1.73%13.72%
20181.52%-9.27%-5.03%-9.99%
201712.41%9.43%11.47%7.17%
20161.89%2.95%9.01%-8.27%
20154.55%0.29%-16.57%3.81%
20140.10%5.19%-3.91%-3.80%
20130.96%-8.67%2.09%4.69%
201213.59%-7.20%8.34%8.68%
20110.09%-0.80%-22.39%5.24%
20102.55%-8.59%21.02%5.81%
20091.42%33.14%20.69%8.54%
2008-10.59%0.23%-29.98%-28.88%
2007-0.71%13.94%10.65%1.41%
200612.60%-4.36%5.58%17.67%
2005-0.34%2.19%17.83%7.57%
200410.68%-7.56%8.04%17.63%
2003-3.29%23.87%15.49%18.45%
20029.98%-4.10%-17.05%8.16%
2001-3.90%5.83%-24.79%28.39%
20009.21%-16.87%-13.75%-12.52%
19990.00%17.82%-10.73%59.10%
1998-19.46%-33.36%9.69%N/A

Rank in category (by total return)

YTD70
1-month70
3-month61
1-year72
3-year97
5-year73

Load adjusted returns

1-year-4.41%
3-year-14.62%
5-year0.60%
10-year2.51%