UK markets close in 8 hours 7 minutes

Columbia Large Cap Value Inst3 (CDEYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
16.79+0.04 (+0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.76%
5-year average return10.41%
Number of years up8
Number of years down3
Best 1-yr total return (27 Jun 2024)31.30%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return31.30%
Worst 3-yr total return6.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCDEYXCategory
YTD8.70%4.44%
1-month2.25%-4.04%
3-month4.15%4.09%
1-year23.77%14.37%
3-year5.92%6.04%
5-year12.05%9.20%
10-year9.37%8.57%
Last bull market23.22%22.97%
Last bear market-10.68%-11.27%

Annual total return (%) history

Year
CDEYXCategory
2024
N/AN/A
2023
9.91%11.63%
2022
-4.95%-5.90%
2021
24.09%26.22%
2020
5.72%2.91%
2019
30.25%25.04%
2018
-10.91%-8.53%
2017
17.04%15.94%
2016
15.08%14.81%
2015
-1.92%-4.05%
2014
12.06%10.21%
2013
31.30%31.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.31%N/AN/AN/A
2023-0.40%3.03%-1.49%8.73%
2022-0.28%-10.68%-6.02%13.55%
202110.99%4.93%-1.90%8.62%
2020-26.35%15.53%6.63%16.52%
201913.21%4.51%1.77%8.16%
2018-2.98%-0.03%5.03%-12.54%
20173.85%2.42%3.99%5.82%
2016-0.29%4.36%3.49%6.86%
2015-0.72%1.47%-7.95%5.77%
20142.57%5.04%-0.20%4.21%
201311.16%3.26%3.87%10.13%

Rank in category (by total return)

YTD34
1-month81
3-month42
1-year40
3-year57
5-year38

Load adjusted returns

1-year23.77%
3-year5.92%
5-year12.05%
10-year9.37%