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Columbia Select Large-Cap Value Inst3 (CSRYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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36.04+0.15 (+0.42%)
At close: 06:05PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.46%
5-year average return12.04%
Number of years up6
Number of years down3
Best 1-yr total return (15 May 2024)27.03%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return27.03%
Worst 3-yr total return5.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSRYXCategory
YTD5.45%4.44%
1-month-2.86%-4.04%
3-month5.97%4.09%
1-year12.90%14.37%
3-year5.61%6.04%
5-year10.12%9.20%
10-year9.56%8.57%
Last bull market21.50%22.97%
Last bear market-13.22%-11.27%

Annual total return (%) history

Year
CSRYXCategory
2024
N/AN/A
2023
5.92%11.63%
2022
-0.71%-5.90%
2021
26.77%26.22%
2020
6.53%2.91%
2019
27.03%25.04%
2018
-12.00%-8.53%
2017
20.50%15.94%
2016
20.81%14.81%
2015
-5.41%-4.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.56%N/AN/AN/A
2023-1.38%3.41%-4.96%9.28%
20223.25%-13.22%-3.87%15.27%
202114.89%5.52%-3.69%8.57%
2020-29.10%19.91%6.38%17.80%
201911.38%3.33%-0.37%10.78%
2018-3.73%1.81%5.47%-14.87%
20173.70%2.33%5.29%7.85%
20160.05%4.13%5.66%9.75%
2015-0.54%0.76%-11.42%6.56%

Rank in category (by total return)

YTD28
1-month14
3-month13
1-year62
3-year62
5-year32

Load adjusted returns

1-year12.90%
3-year5.61%
5-year10.12%
10-year9.56%