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Columbia Real Estate Equity Adv (CRERX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
9.84-0.12 (-1.20%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-6.11%
5-Year Average Return3.87%
Number of Years Up7
Number of Years Down4
Best 1 Yr Total Return (Apr 11, 2024)42.09%
Worst 1 Yr Total Return (Apr 11, 2024)N/A
Best 3-Yr Total Return42.09%
Worst 3-Yr Total Return0.85%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCRERXCategory
YTD-0.86%20.43%
1-Month2.16%2.69%
3-Month-0.86%11.34%
1-Year9.73%36.79%
3-Year4.97%10.81%
5-Year5.29%7.03%
10-Year6.73%9.08%
Last Bull Market43.44%31.03%
Last Bear Market-16.51%-16.60%

Annual Total Return (%) History

Year
CRERXCategory
2024
N/AN/A
2023
16.09%N/A
2022
-25.15%N/A
2021
42.09%N/A
2020
-3.56%-4.49%
2019
28.47%27.28%
2018
-7.30%-5.97%
2017
5.37%6.22%
2016
5.28%6.89%
2015
4.56%2.41%
2014
29.31%28.03%
2013
-0.09%1.55%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.86%N/AN/AN/A
20234.89%2.75%-7.80%16.84%
2022-6.56%-16.51%-8.35%4.68%
20215.83%12.91%1.42%17.24%
2020-22.21%11.85%1.92%8.76%
201917.23%1.53%8.34%-0.37%
2018-6.58%7.70%0.38%-8.22%
20171.16%2.47%0.24%1.41%
20165.52%6.44%-2.50%-3.86%
20154.01%-9.42%2.85%7.91%
20149.91%6.73%-3.55%14.30%
20136.62%-2.04%-4.12%-0.23%

Rank In Category (By Total Return)

YTD40
1-Month32
3-Month40
1-Year25
3-Year1
5-Year13

Load Adjusted Returns

1-Year9.73%
3-Year4.97%
5-Year5.29%
10-Year6.73%