UK markets close in 7 hours 5 minutes

Columbia Mid Cap Growth V (CBSTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
20.32+0.14 (+0.69%)
At close: 09:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.21%
5-year average return10.39%
Number of years up16
Number of years down4
Best 1-yr total return (7 Dec 2023)43.45%
Worst 1-yr total return (7 Dec 2023)N/A
Best 3-yr total return43.45%
Worst 3-yr total return1.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCBSTXCategory
YTD17.51%10.80%
1-month11.85%4.43%
3-month-0.20%7.00%
1-year10.87%48.17%
3-year-0.56%21.26%
5-year9.01%20.18%
10-year8.78%14.07%
Last bull market36.90%27.14%
Last bear market-22.92%-21.26%

Annual total return (%) history

Year
CBSTXCategory
2023
N/AN/A
2022
-31.40%N/A
2021
16.21%N/A
2020
34.91%39.26%
2019
34.82%32.52%
2018
-5.44%-6.65%
2017
22.61%23.91%
2016
1.88%6.03%
2015
4.97%-0.95%
2014
6.96%7.00%
2013
30.79%34.93%
2012
10.70%14.07%
2011
-4.72%-3.96%
2010
29.49%24.61%
2009
43.45%39.11%
2008
-44.17%-43.77%
2007
19.71%15.09%
2006
11.61%9.00%
2005
16.05%9.84%
2004
6.87%13.23%
2003
29.95%35.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202311.11%8.01%-7.22%N/A
2022-15.92%-22.92%1.42%4.37%
20212.50%10.01%-1.16%4.27%
2020-19.17%28.90%11.62%16.00%
201918.52%6.37%-2.43%9.60%
20181.10%5.97%5.70%-16.50%
20177.25%4.07%4.67%4.96%
2016-1.87%-0.12%4.52%-0.55%
20156.49%1.43%-7.65%5.24%
20140.89%2.54%-0.54%3.95%
20139.10%1.39%10.62%6.89%
201215.21%-7.00%4.52%-1.16%
20119.21%1.98%-21.28%8.68%
20107.68%-9.64%16.41%14.32%
2009-2.29%15.75%19.11%6.48%
2008-11.99%9.90%-20.57%-27.32%
20074.67%6.97%5.33%1.51%
200610.58%-5.07%-0.81%7.19%
2005-2.68%4.00%9.62%4.59%
20040.83%-1.39%-7.12%15.72%
2003-1.69%15.96%1.78%12.00%

Rank in category (by total return)

YTD15
1-month27
3-month28
1-year13
3-year52
5-year45

Load adjusted returns

1-year4.49%
3-year-2.50%
5-year7.73%
10-year8.14%