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Columbia Small Cap Value II R (CCTRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.88+0.05 (+0.36%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.40%
5-year average return8.77%
Number of years up12
Number of years down5
Best 1-yr total return (25 Jun 2024)39.37%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return39.37%
Worst 3-yr total return2.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCCTRXCategory
YTD4.41%26.79%
1-month4.67%-1.77%
3-month4.54%4.45%
1-year22.17%71.02%
3-year2.15%9.35%
5-year10.42%12.17%
10-year7.14%9.95%
Last bull market24.49%28.07%
Last bear market-15.21%-24.24%

Annual total return (%) history

Year
CCTRXCategory
2024
N/AN/A
2023
13.51%N/A
2022
-14.08%N/A
2021
33.38%N/A
2020
9.53%4.02%
2019
20.05%21.43%
2018
-17.89%-15.46%
2017
10.39%8.54%
2016
23.05%25.99%
2015
-3.39%-6.71%
2014
4.14%3.34%
2013
39.37%36.22%
2012
13.98%16.00%
2011
-2.86%-4.45%
2010
24.95%26.17%
2009
24.51%31.32%
2008
-33.91%-32.24%
2007
2.47%-6.08%
2006
N/A16.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.60%N/AN/AN/A
20230.93%3.88%-3.93%12.69%
2022-2.85%-15.21%-4.94%9.73%
202120.16%5.39%-1.60%7.02%
2020-35.76%22.45%3.92%33.99%
201913.52%1.77%-3.00%7.13%
2018-2.87%4.43%1.16%-19.98%
20170.58%0.58%5.64%3.30%
20160.47%2.09%7.08%12.03%
20153.82%0.16%-9.09%2.19%
20142.14%2.73%-6.97%6.68%
201313.85%2.57%10.05%8.45%
201211.49%-4.61%3.77%3.29%
20119.62%-2.14%-23.34%18.13%
20107.71%-10.90%12.05%16.21%
2009-16.63%18.58%21.77%3.42%
2008-8.04%-0.16%-5.43%-23.88%
20073.54%6.43%-2.57%-4.56%
2006-3.23%0.00%6.53%N/A

Rank in category (by total return)

YTD33
1-month44
3-month21
1-year65
3-year63
5-year54

Load adjusted returns

1-year22.17%
3-year2.15%
5-year10.42%
10-year7.14%