COLVX - Columbia Disciplined Value Fund Institutional 2 Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.71%
5-Year Average Return6.69%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 29, 2023)30.14%
Worst 1 Yr Total Return (May 29, 2023)N/A
Best 3-Yr Total Return30.14%
Worst 3-Yr Total Return3.75%

Trailing Returns (%) Vs. Benchmarks

ReturnCOLVXCategory
YTD1.71%17.52%
1-Month-2.52%-0.87%
3-Month-1.02%5.51%
1-Year-3.97%42.88%
3-Year13.67%11.93%
5-Year6.69%12.07%
10-Year0.00%10.95%
Last Bull Market46.58%23.18%
Last Bear Market-10.30%-17.87%

Annual Total Return (%) History

Year
COLVXCategory
2023
N/AN/A
2022
-7.01%N/A
2021
30.14%N/A
2020
2.45%2.91%
2019
19.67%25.04%
2018
-8.90%-8.53%
2017
18.12%15.94%
2016
14.16%14.81%
2015
N/A-4.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.02%N/AN/AN/A
2022-0.32%-10.30%-6.29%10.99%
202112.67%5.01%0.72%9.20%
2020-24.95%13.84%3.51%15.85%
20199.32%2.42%0.21%6.66%
2018-1.97%-0.48%7.12%-12.83%
20173.19%1.89%5.09%6.90%
20160.81%2.06%4.04%6.66%
2015-7.64%5.42%N/AN/A

Rank In Category (By Total Return)

YTD17
1-Month52
3-Month27
1-Year57
3-Year37
5-Year62

Load Adjusted Returns

1-Year1.18%
3-Year16.00%
5-Year7.44%
10-Year9.50%