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Columbia Small Cap Value II Adv (CLURX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.39+0.05 (+0.33%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.74%
5-year average return9.32%
Number of years up8
Number of years down3
Best 1-yr total return (25 Jun 2024)40.11%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return40.11%
Worst 3-yr total return3.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCLURXCategory
YTD4.67%26.79%
1-month4.67%-1.77%
3-month4.73%4.45%
1-year22.75%71.02%
3-year2.67%9.35%
5-year10.98%12.17%
10-year7.68%9.95%
Last bull market24.79%28.07%
Last bear market-15.09%-24.24%

Annual total return (%) history

Year
CLURXCategory
2024
N/AN/A
2023
14.04%N/A
2022
-13.67%N/A
2021
34.03%N/A
2020
10.19%4.02%
2019
20.65%21.43%
2018
-17.47%-15.46%
2017
10.89%8.54%
2016
23.64%25.99%
2015
-2.91%-6.71%
2014
4.66%3.34%
2013
40.11%36.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.79%N/AN/AN/A
20231.10%4.02%-3.90%12.84%
2022-2.73%-15.09%-4.86%9.88%
202120.28%5.53%-1.54%7.23%
2020-35.64%22.64%4.07%34.13%
201913.69%1.94%-2.88%7.19%
2018-2.67%4.54%1.32%-19.94%
20170.71%0.72%5.76%3.36%
20160.64%2.14%7.28%12.11%
20153.92%0.31%-8.98%2.32%
20142.29%2.80%-6.84%6.84%
201314.03%2.69%10.18%8.60%

Rank in category (by total return)

YTD28
1-month44
3-month18
1-year61
3-year56
5-year44

Load adjusted returns

1-year22.75%
3-year2.67%
5-year10.98%
10-year7.68%