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Columbia Select Mid Cap Value Instl 3 (CMVYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
14.06+0.23 (+1.66%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.99%
5-Year Average Return12.18%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Mar 26, 2024)35.67%
Worst 1 Yr Total Return (Mar 26, 2024)N/A
Best 3-Yr Total Return35.67%
Worst 3-Yr Total Return4.21%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCMVYXCategory
YTD3.40%21.28%
1-Month3.96%-1.96%
3-Month10.86%4.90%
1-Year9.24%55.83%
3-Year8.44%11.08%
5-Year10.81%11.93%
10-Year8.49%10.64%
Last Bull Market45.58%25.54%
Last Bear Market-13.68%-22.08%

Annual Total Return (%) History

Year
CMVYXCategory
2023
10.62%N/A
2022
-9.02%N/A
2021
32.41%N/A
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
N/A35.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20230.63%4.18%-6.47%12.81%
2022-2.45%-13.68%-3.40%11.85%
202113.57%4.66%-1.73%13.35%
2020-32.82%18.93%9.02%22.80%
201916.43%3.89%2.11%6.77%
2018-2.70%1.94%3.26%-15.16%
20173.64%1.88%1.98%5.69%
20161.06%3.47%3.45%5.78%
20151.63%-1.70%-7.31%2.85%
20145.07%5.86%-2.18%3.37%
201312.47%2.70%6.06%10.73%
201211.75%-4.90%5.76%4.08%
20117.31%-0.08%-21.03%13.43%
20108.07%-11.16%12.06%14.51%
20095.59%N/AN/AN/A

Rank In Category (By Total Return)

YTD29
1-Month44
3-Month37
1-Year61
3-Year48
5-Year25

Load Adjusted Returns

1-Year9.24%
3-Year8.44%
5-Year10.81%
10-Year8.49%