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Columbia Large Cap Index Inst2 (CLXRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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57.07+0.71 (+1.26%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.90%
5-year average return13.39%
Number of years up9
Number of years down2
Best 1-yr total return (2 May 2024)32.13%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return32.13%
Worst 3-yr total return7.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCLXRXCategory
YTD5.96%14.84%
1-month-4.11%1.65%
3-month4.22%7.55%
1-year22.42%40.47%
3-year7.88%16.77%
5-year12.98%16.15%
10-year12.19%13.21%
Last bull market26.03%24.09%
Last bear market-16.14%-17.61%

Annual total return (%) history

Year
CLXRXCategory
2024
N/AN/A
2023
26.04%N/A
2022
-18.20%N/A
2021
28.45%N/A
2020
18.14%15.83%
2019
31.22%28.78%
2018
-4.60%-6.27%
2017
21.59%20.44%
2016
11.76%10.37%
2015
1.21%-1.07%
2014
13.46%10.96%
2013
32.13%31.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.49%N/AN/AN/A
20237.43%8.72%-3.34%11.65%
2022-4.64%-16.14%-4.94%7.60%
20216.11%8.50%0.53%10.98%
2020-19.64%20.46%8.87%12.09%
201913.58%4.25%1.65%9.01%
2018-0.81%3.36%7.67%-13.57%
20175.99%3.05%4.43%6.61%
20161.31%2.41%3.80%3.78%
20150.89%0.22%-6.45%7.00%
20141.77%5.18%1.06%4.88%
201310.58%2.84%5.20%10.45%

Rank in category (by total return)

YTD40
1-month40
3-month42
1-year42
3-year26
5-year28

Load adjusted returns

1-year22.42%
3-year7.88%
5-year12.98%
10-year12.19%