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Columbia Alternative Beta Inst2 (CLIVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.90+0.02 (+0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.77%
5-year average return0.59%
Number of years up3
Number of years down5
Best 1-yr total return (18 Apr 2024)6.61%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return6.61%
Worst 3-yr total return-7.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCLIVXCategory
YTD6.54%5.60%
1-month2.38%0.13%
3-month6.54%2.72%
1-year10.71%12.76%
3-year2.00%4.12%
5-year0.76%3.42%
10-year0.00%2.54%
Last bull market3.05%4.37%
Last bear market0.39%-8.39%

Annual total return (%) history

Year
CLIVXCategory
2024
N/AN/A
2023
3.72%N/A
2022
-0.15%N/A
2021
-2.72%N/A
2020
1.22%1.63%
2019
-4.40%7.77%
2018
-18.39%-4.31%
2017
6.61%5.56%
2016
-3.43%2.51%
2015
N/A-1.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.54%N/AN/AN/A
2023-0.18%0.39%2.13%1.34%
2022-0.56%0.39%0.35%-0.33%
20211.17%0.46%-2.04%-2.29%
2020-6.50%3.62%1.36%3.07%
20190.00%-2.46%-2.39%0.41%
2018-1.59%-6.98%-2.08%-8.96%
20172.75%-1.07%3.14%1.69%
20160.00%-0.42%-1.06%-1.98%
2015-2.71%-2.78%1.04%N/A

Rank in category (by total return)

YTD21
1-month30
3-month21
1-year30
3-year69
5-year93

Load adjusted returns

1-year10.71%
3-year2.00%
5-year0.76%
10-yearN/A