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Columbia Select Large Cap Equity Inst3 (CLEYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.68-0.15 (-0.72%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.69%
5-year average return15.43%
Number of years up4
Number of years down2
Best 1-yr total return (27 Jun 2024)30.01%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return30.01%
Worst 3-yr total return7.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCLEYXCategory
YTD11.86%5.31%
1-month5.57%-4.19%
3-month4.82%3.90%
1-year28.14%20.31%
3-year9.55%6.48%
5-year16.08%11.78%
10-year13.05%10.96%
Last bull market24.48%25.56%
Last bear market-16.12%-15.11%

Annual total return (%) history

Year
CLEYXCategory
2024
N/AN/A
2023
28.45%22.32%
2022
-19.33%-16.96%
2021
30.01%26.07%
2020
19.75%15.83%
2019
28.91%28.78%
2018
-5.39%-6.27%
2017
N/A20.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.79%N/AN/AN/A
20237.80%10.93%-3.96%11.84%
2022-4.99%-16.12%-5.28%6.89%
20217.77%8.71%-0.80%11.87%
2020-17.54%20.78%7.77%11.58%
201913.27%4.55%0.21%8.63%
2018-0.98%2.93%7.75%-13.85%
20174.41%5.15%6.42%N/A

Rank in category (by total return)

YTD23
1-month8
3-month13
1-year36
3-year19
5-year14

Load adjusted returns

1-year28.14%
3-year9.55%
5-year16.08%
10-year13.05%