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Columbia Disciplined Core Inst (CCRZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.32+0.17 (+1.20%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.73%
5-year average return12.19%
Number of years up11
Number of years down2
Best 1-yr total return (2 May 2024)33.87%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return33.87%
Worst 3-yr total return7.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCCRZXCategory
YTD6.53%14.84%
1-month-4.95%1.65%
3-month4.39%7.55%
1-year21.67%40.47%
3-year7.75%16.77%
5-year11.72%16.15%
10-year11.62%13.21%
Last bull market27.05%24.09%
Last bear market-14.98%-17.61%

Annual total return (%) history

Year
CCRZXCategory
2024
N/AN/A
2023
24.35%N/A
2022
-18.75%N/A
2021
32.75%N/A
2020
14.08%15.83%
2019
24.83%28.78%
2018
-3.81%-6.27%
2017
24.45%20.44%
2016
7.90%10.37%
2015
1.13%-1.07%
2014
15.30%10.96%
2013
33.87%31.50%
2012
15.74%14.96%
2011
5.67%-1.27%
2010
N/A14.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.07%N/AN/AN/A
20238.06%7.12%-2.35%10.00%
2022-5.47%-14.98%-5.45%6.92%
20219.15%7.54%0.85%12.15%
2020-19.90%21.41%5.48%11.21%
201912.69%2.09%0.08%8.42%
2018-0.17%3.42%8.23%-13.92%
20176.04%3.03%5.71%7.75%
2016-0.10%0.41%3.93%3.50%
20151.96%-0.10%-6.38%6.06%
20141.29%4.64%2.88%5.73%
20139.41%3.53%6.13%11.36%
201214.24%-3.54%6.70%-1.56%
20116.62%1.03%-12.80%12.50%
201010.38%N/AN/AN/A

Rank in category (by total return)

YTD27
1-month83
3-month32
1-year52
3-year29
5-year61

Load adjusted returns

1-year21.67%
3-year7.75%
5-year11.72%
10-year11.62%