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Columbia Large Cap Enhanced Core Inst3 (CECYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.66+0.25 (+0.95%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.68%
5-year average return13.30%
Number of years up12
Number of years down2
Best 1-yr total return (1 May 2024)35.32%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return35.32%
Worst 3-yr total return8.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCECYXCategory
YTD11.24%14.84%
1-month3.50%1.65%
3-month11.24%7.55%
1-year29.77%40.47%
3-year12.56%16.77%
5-year14.75%16.15%
10-year12.79%13.21%
Last bull market42.32%24.09%
Last bear market-15.22%-17.61%

Annual total return (%) history

Year
CECYXCategory
2024
N/AN/A
2023
26.41%N/A
2022
-16.85%N/A
2021
31.64%N/A
2020
15.71%15.83%
2019
25.96%28.78%
2018
-4.68%-6.27%
2017
24.53%20.44%
2016
10.02%10.37%
2015
0.03%-1.07%
2014
15.40%10.96%
2013
35.32%31.50%
2012
16.15%14.96%
2011
4.76%-1.27%
2010
13.44%14.01%
2009
N/A28.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.24%N/AN/AN/A
20238.36%8.09%-2.46%10.64%
2022-3.47%-15.22%-5.27%7.26%
20217.92%8.27%0.67%11.91%
2020-20.34%21.67%7.50%11.06%
201912.76%1.98%0.38%9.13%
2018-0.33%2.99%8.12%-14.11%
20175.90%3.32%5.74%7.64%
20160.38%1.25%4.26%3.83%
20151.36%-0.49%-6.80%6.41%
20141.55%5.24%2.60%5.25%
201310.43%3.74%5.47%12.00%
201213.43%-3.05%7.01%-1.30%
20116.90%0.94%-13.37%12.07%
20104.92%-11.09%10.67%9.88%
20096.24%N/AN/AN/A

Rank in category (by total return)

YTD26
1-month37
3-month26
1-year36
3-year9
5-year32

Load adjusted returns

1-year29.77%
3-year12.56%
5-year14.75%
10-year12.79%