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Columbia Overseas Value R (COVUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.01+0.10 (+0.92%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.21%
5-year average return7.20%
Number of years up4
Number of years down3
Best 1-yr total return (16 May 2024)29.34%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return29.34%
Worst 3-yr total return0.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCOVUXCategory
YTD1.07%11.56%
1-month-0.67%-2.20%
3-month2.87%4.11%
1-year7.04%35.63%
3-year2.95%5.74%
5-year5.17%8.25%
10-year4.22%4.29%
Last bull market12.95%13.65%
Last bear market-11.38%-23.43%

Annual total return (%) history

Year
COVUXCategory
2024
N/AN/A
2023
15.56%N/A
2022
-6.42%N/A
2021
10.28%N/A
2020
-0.63%0.88%
2019
21.86%17.80%
2018
-16.95%-15.44%
2017
29.34%22.08%
2016
N/A3.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.75%N/AN/AN/A
20235.10%1.87%0.20%7.71%
2022-2.60%-11.38%-8.55%18.55%
20218.43%1.56%0.00%0.14%
2020-30.23%17.75%1.41%19.28%
201910.47%1.45%-1.65%10.56%
2018-1.09%-1.41%-0.93%-14.04%
20176.97%7.44%8.33%3.89%
2016-3.96%7.05%1.49%N/A

Rank in category (by total return)

YTD73
1-month20
3-month68
1-year73
3-year60
5-year59

Load adjusted returns

1-year7.04%
3-year2.95%
5-year5.17%
10-year4.22%