UK markets closed

Columbia Select Large Cap Equity Adv (CLSRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
20.88+0.02 (+0.08%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.03%
5-year average return15.73%
Number of years up4
Number of years down2
Best 1-yr total return (13 Jun 2024)29.80%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return29.80%
Worst 3-yr total return7.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCLSRXCategory
YTD11.80%5.31%
1-month5.60%-4.19%
3-month4.75%3.90%
1-year27.98%20.31%
3-year9.43%6.48%
5-year15.94%11.78%
10-year12.94%10.96%
Last bull market24.46%25.56%
Last bear market-16.11%-15.11%

Annual total return (%) history

Year
CLSRXCategory
2024
N/AN/A
2023
28.32%22.32%
2022
-19.38%-16.96%
2021
29.80%26.07%
2020
19.59%15.83%
2019
28.67%28.78%
2018
-5.49%-6.27%
2017
N/A20.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.75%N/AN/AN/A
20237.76%10.89%-3.97%11.82%
2022-5.03%-16.11%-5.28%6.83%
20217.73%8.70%-0.84%11.79%
2020-17.61%20.77%7.75%11.54%
201913.20%4.48%0.21%8.56%
2018-1.04%2.91%7.75%-13.87%
20176.41%N/AN/AN/A

Rank in category (by total return)

YTD24
1-month8
3-month14
1-year40
3-year23
5-year16

Load adjusted returns

1-year27.98%
3-year9.43%
5-year15.94%
10-year12.94%