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Columbia Select Large-Cap Value Adv (CSERX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.52+0.12 (+0.35%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.64%
5-year average return10.39%
Number of years up8
Number of years down3
Best 1-yr total return (2 May 2024)38.13%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return38.13%
Worst 3-yr total return5.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSERXCategory
YTD5.44%17.52%
1-month-2.87%-0.87%
3-month5.93%5.51%
1-year12.78%42.88%
3-year5.48%11.93%
5-year9.99%12.07%
10-year9.45%10.95%
Last bull market21.45%23.18%
Last bear market-13.26%-17.87%

Annual total return (%) history

Year
CSERXCategory
2024
N/AN/A
2023
5.75%N/A
2022
-0.81%N/A
2021
26.65%N/A
2020
6.41%2.91%
2019
26.88%25.04%
2018
-12.08%-8.53%
2017
20.37%15.94%
2016
20.66%14.81%
2015
-5.60%-4.05%
2014
11.09%10.21%
2013
38.13%31.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.56%N/AN/AN/A
2023-1.42%3.39%-5.00%9.22%
20223.23%-13.26%-3.88%15.25%
202114.86%5.48%-3.70%8.56%
2020-29.14%19.92%6.31%17.79%
201911.32%3.34%-0.41%10.75%
2018-3.77%1.81%5.41%-14.87%
20173.67%2.29%5.23%7.87%
20160.05%4.09%5.59%9.73%
2015-0.59%0.68%-11.45%6.52%
20143.00%3.84%0.81%3.03%
201313.67%3.69%5.46%11.12%

Rank in category (by total return)

YTD28
1-month14
3-month13
1-year63
3-year65
5-year35

Load adjusted returns

1-year12.78%
3-year5.48%
5-year9.99%
10-year9.45%