Nasdaq - Delayed Quote • USD
Columbia Dividend Opportunity Inst (CDOZX)
At close: 6:46 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.81% |
| 5y Average Return | 8.55% |
| Number of Years Up | 10 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 23, 2024) | 26.43% |
| Worst 1Y Total Return (Apr 23, 2024) | -- |
| Best 3Y Total Return | 26.43% |
| Worst 3Y Total Return | 5.87% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CDOZX
Category
- YTD
- 8.51%
- 17.52%
- 1-Month
- 5.70%
- -0.87%
- 3-Month
- 8.51%
- 5.51%
- 1-Year
- 15.90%
- 42.88%
- 3-Year
- 8.65%
- 11.93%
- 5-Year
- 9.57%
- 12.07%
- 10-Year
- 8.72%
- 10.95%
- Last Bull Market
- 37.41%
- 23.18%
- Last Bear Market
- -8.17%
- -17.87%
Annual Total Return (%) History
Year
CDOZX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.51% | -- | -- | -- |
| 2023 | -1.60% | 1.66% | -2.86% | 8.15% |
| 2022 | 1.68% | -8.17% | -6.83% | 13.28% |
| 2021 | 10.80% | 5.12% | -1.00% | 9.64% |
| 2020 | -22.74% | 12.35% | 2.98% | 13.06% |
| 2019 | 12.45% | 2.67% | 1.71% | 5.32% |
| 2018 | -2.10% | 1.65% | 5.62% | -9.68% |
| 2017 | 4.20% | 0.93% | 3.17% | 5.54% |
| 2016 | 4.41% | 5.74% | 0.25% | 2.75% |
| 2015 | -0.95% | -0.31% | -7.19% | 6.51% |
| 2014 | 2.13% | 5.69% | 0.34% | 1.54% |
| 2013 | 10.79% | 1.85% | 3.45% | 8.07% |
| 2012 | 8.67% | -1.63% | 5.41% | 0.58% |
| 2011 | 7.55% | 1.32% | -12.39% | 12.07% |
| 2010 | 9.31% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 56 |
| 1-Month | 25 |
| 3-Month | 56 |
| 1-Year | 81 |
| 3-Year | 56 |
| 5-Year | 77 |
Load Adjusted Returns
| 1-Year | 15.90% |
| 3-Year | 8.65% |
| 5-Year | 9.57% |
| 10-Year | 8.72% |
Performance & Risk
| YTD Return | 5.81% |
| 5y Average Return | 8.55% |
| Rank in Category (ytd) | 56 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.74 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | Columbia Threadneedle |
| Net Assets | 2.28B |
| YTD Return | 8.51% |
| Yield | 2.84% |
| Morningstar Rating | |
| Inception Date | Nov 08, 2012 |
Fund Summary
The fund's assets primarily are invested in equity securities. Under normal market conditions, it will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in dividend-paying common and preferred stocks. The fund may invest in companies that have market capitalizations of any size. It may invest up to 25% of its net assets in foreign investments.
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