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Columbia Small Cap Value II C (COVCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.79+0.11 (+0.87%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.84%
5-year average return6.93%
Number of years up16
Number of years down5
Best 1-yr total return (18 Apr 2024)38.80%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return38.80%
Worst 3-yr total return2.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCOVCXCategory
YTD4.53%26.79%
1-month4.77%-1.77%
3-month4.53%4.45%
1-year17.06%71.02%
3-year3.73%9.35%
5-year8.99%12.17%
10-year6.46%9.95%
Last bull market61.12%28.07%
Last bear market-15.27%-24.24%

Annual total return (%) history

Year
COVCXCategory
2024
N/AN/A
2023
12.97%N/A
2022
-14.50%N/A
2021
32.71%N/A
2020
8.98%4.02%
2019
19.41%21.43%
2018
-18.28%-15.46%
2017
9.83%8.54%
2016
22.38%25.99%
2015
-3.83%-6.71%
2014
3.57%3.34%
2013
38.80%36.22%
2012
13.37%16.00%
2011
-3.37%-4.45%
2010
24.38%26.17%
2009
23.97%31.32%
2008
-34.28%-32.24%
2007
1.90%-6.08%
2006
15.85%16.27%
2005
7.87%6.40%
2004
22.90%21.14%
2003
40.45%42.38%
2002
N/A-10.12%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.53%N/AN/AN/A
20230.88%3.77%-4.13%12.57%
2022-2.92%-15.27%-5.09%9.52%
202120.04%5.26%-1.74%6.89%
2020-35.78%22.23%3.80%33.75%
201913.36%1.70%-3.12%6.92%
2018-2.95%4.29%1.04%-20.10%
20170.44%0.51%5.53%3.09%
20160.37%1.91%7.01%11.80%
20153.67%0.05%-9.19%2.10%
20141.98%2.62%-7.09%6.52%
201313.76%2.45%9.90%8.36%
201211.33%-4.70%3.58%3.15%
20119.42%-2.17%-23.46%17.94%
20107.62%-11.06%11.94%16.09%
2009-16.77%18.58%21.53%3.35%
2008-8.11%-0.34%-5.56%-24.01%
20073.35%6.34%-2.66%-4.75%
200612.70%-3.32%-0.16%6.49%
2005-2.85%5.04%3.26%2.37%
20046.12%2.13%0.70%12.61%
2003-6.58%19.04%7.67%17.30%
2002-17.52%4.47%N/AN/A

Rank in category (by total return)

YTD52
1-month53
3-month52
1-year74
3-year77
5-year67

Load adjusted returns

1-year16.06%
3-year3.73%
5-year8.99%
10-year6.46%