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Columbia Large Cap Growth III Adv (CSFRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.83+0.28 (+1.36%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.83%
5-year average return15.48%
Number of years up9
Number of years down2
Best 1-yr total return (24 Jun 2024)40.83%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return40.83%
Worst 3-yr total return3.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSFRXCategory
YTD9.41%12.38%
1-month5.97%5.09%
3-month2.05%10.28%
1-year27.99%41.70%
3-year4.13%22.56%
5-year15.41%21.98%
10-year12.55%15.99%
Last bull market29.44%25.99%
Last bear market-19.53%-17.29%

Annual total return (%) history

Year
CSFRXCategory
2024
N/AN/A
2023
31.55%N/A
2022
-29.47%N/A
2021
19.35%N/A
2020
40.83%35.86%
2019
36.30%31.90%
2018
-4.12%-2.09%
2017
27.88%27.67%
2016
1.47%3.23%
2015
2.90%3.60%
2014
11.95%10.00%
2013
38.07%33.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.58%N/AN/AN/A
202310.49%7.47%-4.69%16.24%
2022-11.53%-19.53%-6.16%5.58%
20212.53%9.83%-0.07%6.06%
2020-13.51%28.44%13.22%11.97%
201916.70%4.92%-0.05%11.37%
20182.63%4.58%8.59%-17.74%
20179.42%6.89%4.80%4.33%
2016-3.70%0.23%6.19%-1.01%
20152.67%1.33%-8.79%8.43%
2014-1.25%6.72%4.26%1.88%
201311.33%4.38%6.49%11.58%

Rank in category (by total return)

YTD73
1-month34
3-month58
1-year71
3-year77
5-year54

Load adjusted returns

1-year27.99%
3-year4.13%
5-year15.41%
10-year12.55%