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Columbia Global Technology Growth Inst3 (CGTUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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81.73+1.30 (+1.62%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.15%
5-year average return19.40%
Number of years up5
Number of years down2
Best 1-yr total return (5 May 2024)57.01%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return57.01%
Worst 3-yr total return6.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCGTUXCategory
YTD8.61%12.31%
1-month-4.96%6.23%
3-month4.17%8.63%
1-year42.19%53.90%
3-year8.68%27.50%
5-year18.29%28.80%
10-year19.98%18.74%
Last bull market35.49%24.03%
Last bear market-23.57%-20.41%

Annual total return (%) history

Year
CGTUXCategory
2024
N/AN/A
2023
57.01%N/A
2022
-34.49%N/A
2021
23.31%N/A
2020
50.01%55.91%
2019
42.56%37.49%
2018
-1.00%-3.21%
2017
43.51%35.35%
2016
N/A10.84%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.27%N/AN/AN/A
202321.38%15.44%-4.01%16.73%
2022-11.23%-23.57%-5.73%2.42%
20212.27%10.26%-0.82%10.27%
2020-12.54%31.83%11.67%16.50%
201919.73%5.19%0.72%12.40%
20186.65%5.18%6.84%-17.40%
201714.35%5.86%10.64%7.15%
20161.04%13.14%0.21%N/A

Rank in category (by total return)

YTD19
1-month35
3-month30
1-year26
3-year16
5-year23

Load adjusted returns

1-year42.19%
3-year8.68%
5-year18.29%
10-year19.98%