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Columbia Global Opportunities Adv (CSDRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.30+0.06 (+0.45%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.66%
5-year average return3.80%
Number of years up8
Number of years down3
Best 1-yr total return (30 May 2024)18.42%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return18.42%
Worst 3-yr total return-1.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSDRXCategory
YTD-0.23%8.60%
1-month-3.18%0.11%
3-month0.39%4.82%
1-year5.61%25.33%
3-year-3.40%8.02%
5-year2.37%8.06%
10-year3.54%6.03%
Last bull market14.36%13.54%
Last bear market-13.65%-13.20%

Annual total return (%) history

Year
CSDRXCategory
2024
N/AN/A
2023
11.66%N/A
2022
-20.78%N/A
2021
6.58%N/A
2020
12.81%6.18%
2019
15.94%16.10%
2018
-6.81%-8.26%
2017
18.42%14.79%
2016
5.27%6.04%
2015
-0.52%-4.15%
2014
0.71%1.54%
2013
13.10%10.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.04%N/AN/AN/A
20234.70%2.00%-3.67%8.54%
2022-7.51%-13.65%-7.62%7.37%
20211.08%4.79%-1.51%2.15%
2020-12.59%11.64%5.36%9.72%
20197.66%3.05%-0.77%5.32%
20180.94%-0.86%0.51%-7.35%
20174.63%4.26%4.40%3.99%
20162.36%1.54%3.45%-2.10%
20152.09%0.43%-5.52%2.70%
20141.21%2.80%-2.95%-0.26%
20135.57%-2.41%4.73%4.83%

Rank in category (by total return)

YTD78
1-month65
3-month85
1-year64
3-year93
5-year87

Load adjusted returns

1-year5.61%
3-year-3.40%
5-year2.37%
10-year3.54%