Nasdaq - Delayed Quote USD

Columbia Greater China Inst2 (CGCRX)

32.41 -0.14 (-0.43%)
At close: April 19 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.15%
5y Average Return -8.59%
Number of Years Up 5
Number of Years Down 6
Best 1Y Total Return (Apr 19, 2024) 61.21%
Worst 1Y Total Return (Apr 19, 2024) --
Best 3Y Total Return 61.21%
Worst 3Y Total Return -24.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CGCRX
Category
YTD
-3.04%
6.62%
1-Month
2.10%
1.20%
3-Month
-3.04%
6.57%
1-Year
-22.17%
37.26%
3-Year
-25.52%
13.53%
5-Year
-7.33%
15.37%
10-Year
0.87%
7.09%
Last Bull Market
-11.31%
18.73%
Last Bear Market
4.60%
-27.14%

Annual Total Return (%) History

Year
CGCRX
Category
2024
--
--
2023
-18.62%
--
2022
-28.29%
--
2021
-25.16%
--
2020
46.09%
37.10%
2019
33.05%
25.86%
2018
-19.84%
-20.68%
2017
61.21%
42.40%

2016
-6.04%
-2.06%
2015
-0.20%
-4.20%
2014
5.47%
1.54%
2013
13.79%
10.71%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -3.04% -- -- --
2023 1.37% -12.36% -4.07% -4.51%
2022 -20.03% 4.60% -24.14% 13.01%
2021 2.51% 1.86% -21.73% -8.42%
2020 -7.89% 22.87% 19.23% 8.26%
2019 20.42% 0.27% -3.71% 14.43%
2018 3.31% -2.22% -10.01% -11.81%
2017 13.33% 11.64% 13.76% 12.00%
2016 -6.49% -0.67% 14.11% -11.35%
2015 7.78% 5.88% -20.55% 10.06%

2014 -3.53% 3.50% 1.67% 3.89%
2013 -3.85% -4.58% 14.57% 8.24%

Rank in Category (By Total Return)

YTD 57
1-Month 16
3-Month 57
1-Year 64
3-Year 91
5-Year 82

Load Adjusted Returns

1-Year -22.17%
3-Year -25.52%
5-Year -7.33%
10-Year 0.87%

Performance & Risk

YTD Return -5.15%
5y Average Return -8.59%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category China Region
Fund Family Columbia Threadneedle
Net Assets 65.75M
YTD Return -3.04%
Yield 0.73%
Morningstar Rating
Inception Date May 16, 1997

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 whose principal activities are located in the Greater China region. The Greater China region includes Hong Kong, the People's Republic of China, Taiwan and certain other countries. Its investments include securities of emerging market issuers. The fund may invest in companies that have market capitalizations of any size believed to be undervalued or have the potential for long-term growth. It is non-diversified.

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