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Columbia Disciplined Growth R (CGQRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.55-0.18 (-1.85%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.83%
5-year average return13.99%
Number of years up13
Number of years down3
Best 1-yr total return (18 Apr 2024)40.45%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return40.45%
Worst 3-yr total return6.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCGQRXCategory
YTD12.07%12.38%
1-month2.10%5.09%
3-month12.07%10.28%
1-year37.06%41.70%
3-year12.13%22.56%
5-year16.15%21.98%
10-year14.30%15.99%
Last bull market40.93%25.99%
Last bear market-19.25%-17.29%

Annual total return (%) history

Year
CGQRXCategory
2024
N/AN/A
2023
40.45%N/A
2022
-28.02%N/A
2021
29.56%N/A
2020
28.17%35.86%
2019
27.90%31.90%
2018
-4.23%-2.09%
2017
28.93%27.67%
2016
4.75%3.23%
2015
6.55%3.60%
2014
15.57%10.00%
2013
34.69%33.92%
2012
13.34%15.34%
2011
1.34%-2.46%
2010
15.47%15.53%
2009
34.97%35.68%
2008
-40.80%-40.67%
2007
N/A13.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.07%N/AN/AN/A
202314.85%12.29%-3.61%12.99%
2022-8.22%-19.25%-4.54%1.74%
20214.13%9.60%0.25%13.23%
2020-16.59%26.66%9.03%11.28%
201913.86%2.25%0.22%9.61%
20180.00%5.35%8.33%-16.09%
20178.78%3.81%6.37%7.33%
2016-1.33%-0.98%5.81%1.33%
20154.31%-0.98%-4.84%8.40%
20140.70%6.41%2.30%5.43%
20138.17%2.76%8.40%11.78%
201215.94%-4.20%5.58%-3.34%
20115.56%1.51%-14.41%10.50%
20106.44%-12.81%11.75%11.33%
2009-4.85%15.29%14.79%7.19%
2008-11.86%1.79%-15.75%-21.68%
20072.48%-1.93%N/AN/A

Rank in category (by total return)

YTD51
1-month48
3-month51
1-year54
3-year14
5-year33

Load adjusted returns

1-year37.06%
3-year12.13%
5-year16.15%
10-year14.30%