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Columbia Overseas Value A (COAVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.90+0.09 (+0.83%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.82%
5-year average return6.15%
Number of years up6
Number of years down4
Best 1-yr total return (2 Jul 2024)29.68%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return29.68%
Worst 3-yr total return-0.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCOAVXCategory
YTD2.90%11.56%
1-month-4.26%-2.20%
3-month1.08%4.11%
1-year11.16%35.63%
3-year3.86%5.74%
5-year6.03%8.25%
10-year4.41%4.29%
Last bull market13.13%13.65%
Last bear market-11.29%-23.43%

Annual total return (%) history

Year
COAVXCategory
2024
N/AN/A
2023
15.85%N/A
2022
-6.25%N/A
2021
10.62%N/A
2020
-0.40%0.88%
2019
22.08%17.80%
2018
-16.72%-15.44%
2017
29.68%22.08%
2016
0.80%3.34%
2015
4.10%-3.10%
2014
-7.24%-6.32%
2013
N/A20.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.80%1.08%N/AN/A
20235.17%1.96%0.30%7.71%
2022-2.63%-11.29%-8.43%18.51%
20218.53%1.66%0.00%0.26%
2020-30.20%17.75%1.50%19.40%
201910.46%1.54%-1.61%10.62%
2018-1.07%-1.34%-0.91%-13.90%
20177.06%7.50%8.35%4.00%
2016-3.49%-4.00%7.02%1.66%
20156.02%1.51%-8.11%5.26%
2014-0.22%2.81%-5.40%-4.41%
2013-0.39%10.55%8.35%N/A

Rank in category (by total return)

YTD68
1-month87
3-month24
1-year55
3-year47
5-year53

Load adjusted returns

1-year4.77%
3-year1.83%
5-year4.78%
10-year3.80%