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Columbia Mid Cap Growth Adv (CPGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.24+0.20 (+0.71%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.58%
5-year average return9.68%
Number of years up9
Number of years down2
Best 1-yr total return (16 Jun 2024)35.26%
Worst 1-yr total return (16 Jun 2024)N/A
Best 3-yr total return35.26%
Worst 3-yr total return0.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCPGRXCategory
YTD5.79%10.80%
1-month1.24%4.43%
3-month-3.04%7.00%
1-year19.65%48.17%
3-year0.21%21.26%
5-year10.23%20.18%
10-year10.07%14.07%
Last bull market32.61%27.14%
Last bear market-22.88%-21.26%

Annual total return (%) history

Year
CPGRXCategory
2024
N/AN/A
2023
25.24%N/A
2022
-31.26%N/A
2021
16.49%N/A
2020
35.26%39.26%
2019
35.12%32.52%
2018
-5.17%-6.65%
2017
22.93%23.91%
2016
2.11%6.03%
2015
5.27%-0.95%
2014
7.23%7.00%
2013
31.02%34.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.54%N/AN/AN/A
202311.21%8.11%-7.22%12.28%
2022-15.87%-22.88%1.52%4.38%
20212.58%10.04%-1.10%4.35%
2020-19.15%29.04%11.70%16.07%
201918.56%6.41%-2.37%9.69%
20181.18%6.01%5.77%-16.41%
20177.35%4.13%4.73%5.00%
2016-1.80%-0.08%4.59%-0.50%
20156.60%1.46%-7.58%5.30%
20140.96%2.61%-0.45%3.98%
20139.16%1.39%10.65%6.99%

Rank in category (by total return)

YTD38
1-month76
3-month72
1-year50
3-year44
5-year49

Load adjusted returns

1-year19.65%
3-year0.21%
5-year10.23%
10-year10.07%