Nasdaq - Delayed Quote USD

Columbia Mid Cap Index Inst2 (CPXRX)

15.35 +0.05 (+0.33%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.49%
5y Average Return 9.48%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Apr 26, 2024) 33.35%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 33.35%
Worst 3Y Total Return 6.98%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CPXRX
Category
YTD
9.87%
17.04%
1-Month
5.56%
-0.01%
3-Month
9.87%
5.47%
1-Year
23.08%
50.44%
3-Year
6.75%
13.15%
5-Year
11.47%
13.75%
10-Year
9.75%
11.35%
Last Bull Market
46.25%
25.95%
Last Bear Market
-15.42%
-22.55%

Annual Total Return (%) History

Year
CPXRX
Category
2024
--
--
2023
16.28%
--
2022
-13.25%
--
2021
24.50%
--
2020
13.36%
12.39%
2019
25.99%
26.21%
2018
-11.35%
-11.15%
2017
16.00%
15.93%

2016
20.46%
14.14%
2015
-2.34%
-4.75%
2014
9.51%
7.80%
2013
33.35%
34.10%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.87% -- -- --
2023 3.80% 4.80% -4.30% 11.69%
2022 -4.94% -15.42% -2.54% 10.70%
2021 13.43% 3.59% -1.82% 7.93%
2020 -29.77% 23.99% 4.72% 24.30%
2019 14.49% 2.98% -0.13% 6.99%
2018 -0.89% 4.25% 3.83% -17.36%
2017 3.84% 1.94% 3.18% 6.20%
2016 3.71% 3.97% 4.09% 7.34%
2015 5.28% -1.11% -8.53% 2.54%

2014 2.95% 4.32% -4.03% 6.25%
2013 13.46% 0.98% 7.45% 8.32%

Rank in Category (By Total Return)

YTD 36
1-Month 19
3-Month 36
1-Year 43
3-Year 49
5-Year 36

Load Adjusted Returns

1-Year 23.08%
3-Year 6.75%
5-Year 11.47%
10-Year 9.75%

Performance & Risk

YTD Return 4.49%
5y Average Return 9.48%
Rank in Category (ytd) 36
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Columbia Threadneedle
Net Assets 2.74B
YTD Return 9.87%
Yield 1.15%
Morningstar Rating
Inception Date May 31, 2000

Fund Summary

The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks that comprise the S&P MidCap 400 Index. In seeking to match the performance of the index, the Investment Manager attempts to allocate the fund's assets among common stocks in approximately the same weightings as the index. The manager attempts to achieve at least a 95% correlation between the performance of the index and the fund's investment results, before fees and expenses.

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