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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
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
7.21%
5-year average return
7.20%
Number of years up
4
Number of years down
3
Best 1-yr total return (16 May 2024)
29.34%
Worst 1-yr total return (16 May 2024)
N/A
Best 3-yr total return
29.34%
Worst 3-yr total return
0.19%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
COVUX
Category
YTD
1.07%
11.56%
1-month
-0.67%
-2.20%
3-month
2.87%
4.11%
1-year
7.04%
35.63%
3-year
2.95%
5.74%
5-year
5.17%
8.25%
10-year
4.22%
4.29%
Last bull market
12.95%
13.65%
Last bear market
-11.38%
-23.43%
Annual total return (%) history
Year
COVUX
Category
2024
N/A
N/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/A
3.34%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
1.75%
N/A
N/A
N/A
2023
5.10%
1.87%
0.20%
7.71%
2022
-2.60%
-11.38%
-8.55%
18.55%
2021
8.43%
1.56%
0.00%
0.14%
2020
-30.23%
17.75%
1.41%
19.28%
2019
10.47%
1.45%
-1.65%
10.56%
2018
-1.09%
-1.41%
-0.93%
-14.04%
2017
6.97%
7.44%
8.33%
3.89%
2016
-3.96%
7.05%
1.49%
N/A
Rank in category (by total return)
YTD
73
1-month
20
3-month
68
1-year
73
3-year
60
5-year
59
Load adjusted returns
1-year
7.04%
3-year
2.95%
5-year
5.17%
10-year
4.22%
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