Nasdaq - Delayed Quote USD

Columbia Global Technology Growth Inst2 (CTHRX)

76.57 +0.90 (+1.19%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 6.50%
5y Average Return 18.10%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Apr 22, 2024) 56.91%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 56.91%
Worst 3Y Total Return 6.56%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CTHRX
Category
YTD
14.26%
12.31%
1-Month
2.15%
6.23%
3-Month
14.26%
8.63%
1-Year
47.73%
53.90%
3-Year
12.27%
27.50%
5-Year
20.89%
28.80%
10-Year
20.03%
18.74%
Last Bull Market
40.90%
24.03%
Last Bear Market
-23.59%
-20.41%

Annual Total Return (%) History

Year
CTHRX
Category
2024
--
--
2023
56.91%
--
2022
-34.51%
--
2021
23.25%
--
2020
49.90%
55.91%
2019
42.49%
37.49%
2018
-1.06%
-3.21%
2017
43.46%
35.35%

2016
13.14%
10.84%
2015
10.66%
5.21%
2014
17.09%
12.55%
2013
46.94%
35.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.26% -- -- --
2023 21.35% 15.41% -4.01% 16.71%
2022 -11.22% -23.59% -5.75% 2.43%
2021 2.26% 10.24% -0.82% 10.24%
2020 -12.55% 31.79% 11.67% 16.47%
2019 19.71% 5.17% 0.72% 12.38%
2018 6.60% 5.19% 6.81% -17.39%
2017 14.38% 5.80% 10.63% 7.16%
2016 -1.17% 0.99% 13.12% 0.21%
2015 4.14% 1.89% -4.91% 9.66%

2014 3.63% 4.25% 2.92% 5.31%
2013 8.39% 5.08% 17.11% 10.16%

Rank in Category (By Total Return)

YTD 21
1-Month 36
3-Month 21
1-Year 18
3-Year 15
5-Year 23

Load Adjusted Returns

1-Year 47.73%
3-Year 12.27%
5-Year 20.89%
10-Year 20.03%

Performance & Risk

YTD Return 6.50%
5y Average Return 18.10%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.30
Morningstar Risk Rating

Fund Overview

Category Technology
Fund Family Columbia Threadneedle
Net Assets 3.17B
YTD Return 14.26%
Yield 0.00%
Morningstar Rating
Inception Date Oct 13, 2003

Fund Summary

The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of technology companies that may benefit from technological improvements, advancements or developments. It invests at least 25% of the value of its total net assets at the time of purchase in the securities of issuers conducting their principal business activities in the technology and related group of industries.

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