Nasdaq - Delayed Quote USD

Columbia Acorn European Inst (CAEZX)

24.81 +0.65 (+2.69%)
At close: 8:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.69%
5y Average Return 5.77%
Number of Years Up 8
Number of Years Down 4
Best 1Y Total Return (Apr 23, 2024) 46.35%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 46.35%
Worst 3Y Total Return -2.43%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CAEZX
Category
YTD
0.93%
12.84%
1-Month
1.84%
-1.13%
3-Month
0.93%
7.61%
1-Year
12.02%
37.22%
3-Year
-1.44%
9.43%
5-Year
8.06%
10.86%
10-Year
5.92%
6.49%
Last Bull Market
47.67%
18.36%
Last Bear Market
-22.07%
-24.49%

Annual Total Return (%) History

Year
CAEZX
Category
2024
--
--
2023
25.09%
--
2022
-38.02%
--
2021
21.76%
--
2020
23.08%
7.98%
2019
46.35%
24.68%
2018
-18.57%
-15.13%
2017
38.35%
23.70%

2016
-3.29%
-1.66%
2015
4.43%
1.70%
2014
-7.52%
-7.30%
2013
33.98%
26.52%
2012
25.66%
20.94%
2011
--
-15.15%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.93% -- -- --
2023 12.71% 3.50% -11.51% 21.18%
2022 -21.84% -22.07% -14.40% 18.89%
2021 -0.47% 12.07% 2.14% 6.87%
2020 -28.33% 30.55% 14.42% 14.98%
2019 16.47% 11.39% -4.94% 18.66%
2018 0.10% 0.59% -0.10% -19.05%
2017 9.71% 12.84% 6.89% 4.55%
2016 1.15% -4.80% 8.53% -7.47%
2015 4.39% 2.30% -5.84% 3.84%

2014 1.59% 0.83% -9.07% -0.71%
2013 4.25% 3.10% 12.03% 11.28%
2012 17.69% -5.16% 7.13% 5.08%
2011 1.19% -- -- --

Rank in Category (By Total Return)

YTD 95
1-Month 90
3-Month 95
1-Year 78
3-Year 92
5-Year 48

Load Adjusted Returns

1-Year 12.02%
3-Year -1.44%
5-Year 8.06%
10-Year 5.92%

Performance & Risk

YTD Return -3.69%
5y Average Return 5.77%
Rank in Category (ytd) 95
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.46
Morningstar Risk Rating

Fund Overview

Category Europe Stock
Fund Family Columbia Threadneedle
Net Assets 52.81M
YTD Return 0.93%
Yield 0.84%
Morningstar Rating
Inception Date Aug 19, 2011

Fund Summary

The fund normally invests at least 80% of its net assets (plus any borrowing for investment purposes) in European companies. It invests at least 70% of its total assets in companies in Western European countries, but also may invest up to 30% of its total assets in companies in emerging Central and Eastern European countries.

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