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Columbia Disciplined Value Adv (COLEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.80-0.04 (-0.45%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.58%
5-year average return10.17%
Number of years up6
Number of years down2
Best 1-yr total return (4 Jul 2024)29.97%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return29.97%
Worst 3-yr total return3.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCOLEXCategory
YTD8.44%4.44%
1-month-0.78%-4.04%
3-month-3.90%4.09%
1-year16.24%14.37%
3-year8.67%6.04%
5-year10.64%9.20%
10-year8.78%8.57%
Last bull market27.78%22.97%
Last bear market-10.49%-11.27%

Annual total return (%) history

Year
COLEXCategory
2024
N/AN/A
2023
15.76%11.63%
2022
-7.04%-5.90%
2021
29.97%26.22%
2020
2.32%2.91%
2019
19.45%25.04%
2018
-9.00%-8.53%
2017
17.99%15.94%
2016
14.14%14.81%
2015
N/A-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.84%-3.90%N/AN/A
20233.01%4.83%-1.46%8.78%
2022-0.22%-10.49%-6.16%10.91%
202112.65%4.91%0.72%9.20%
2020-25.00%13.82%3.50%15.81%
20199.18%2.42%0.21%6.60%
2018-1.97%-0.57%7.20%-12.91%
20173.18%1.89%5.08%6.80%
20160.92%2.05%3.91%6.64%
2015-7.64%5.42%N/AN/A

Rank in category (by total return)

YTD34
1-month60
3-month90
1-year36
3-year16
5-year35

Load adjusted returns

1-year16.24%
3-year8.67%
5-year10.64%
10-year8.78%