Nasdaq - Delayed Quote USD

Columbia Select Mid Cap Value Instl 3 (CMVYX)

13.28 -0.03 (-0.23%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.94%
5y Average Return 10.00%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Apr 18, 2024) 35.67%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 35.67%
Worst 3Y Total Return 4.21%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CMVYX
Category
YTD
9.30%
21.28%
1-Month
5.71%
-1.96%
3-Month
9.30%
4.90%
1-Year
20.15%
55.83%
3-Year
8.65%
11.08%
5-Year
12.03%
11.93%
10-Year
9.01%
10.64%
Last Bull Market
45.58%
25.54%
Last Bear Market
-13.68%
-22.08%

Annual Total Return (%) History

Year
CMVYX
Category
2024
--
--
2023
10.62%
--
2022
-9.02%
--
2021
32.41%
--
2020
6.96%
2.63%
2019
31.87%
25.18%
2018
-13.12%
-12.86%
2017
13.80%
13.22%

2016
14.44%
18.06%
2015
-4.76%
-5.41%
2014
12.47%
9.31%
2013
35.67%
35.14%
2012
16.98%
16.60%
2011
-3.94%
-3.96%
2010
23.19%
21.92%
2009
--
35.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.30% -- -- --
2023 0.63% 4.18% -6.47% 12.81%
2022 -2.45% -13.68% -3.40% 11.85%
2021 13.57% 4.66% -1.73% 13.35%
2020 -32.82% 18.93% 9.02% 22.80%
2019 16.43% 3.89% 2.11% 6.77%
2018 -2.70% 1.94% 3.26% -15.16%
2017 3.64% 1.88% 1.98% 5.69%
2016 1.06% 3.47% 3.45% 5.78%
2015 1.63% -1.70% -7.31% 2.85%

2014 5.07% 5.86% -2.18% 3.37%
2013 12.47% 2.70% 6.06% 10.73%
2012 11.75% -4.90% 5.76% 4.08%
2011 7.31% -0.08% -21.03% 13.43%
2010 8.07% -11.16% 12.06% 14.51%
2009 5.59% -- -- --

Rank in Category (By Total Return)

YTD 26
1-Month 37
3-Month 26
1-Year 53
3-Year 41
5-Year 27

Load Adjusted Returns

1-Year 20.15%
3-Year 8.65%
5-Year 12.03%
10-Year 9.01%

Performance & Risk

YTD Return 2.94%
5y Average Return 10.00%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family Columbia Threadneedle
Net Assets 2.6B
YTD Return 9.30%
Yield 1.12%
Morningstar Rating
Inception Date Nov 20, 2001

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of companies that have market capitalizations in the range of the companies in the Russell Midcap® Value Index (the index) at the time of purchase that the fund's investment manager believes are undervalued and have the potential for long-term growth. It may invest up to 20% of its total assets in foreign securities. The fund normally invests in common stocks and also may invest in real estate investment trusts.

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