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Columbia Small Cap Value I Inst3 (CSVYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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52.25-0.14 (-0.27%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.61%
5-year average return11.63%
Number of years up10
Number of years down4
Best 1-yr total return (15 May 2024)34.48%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return34.48%
Worst 3-yr total return2.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSVYXCategory
YTD-2.72%26.79%
1-month-6.50%-1.77%
3-month1.45%4.45%
1-year18.81%71.02%
3-year3.73%9.35%
5-year9.63%12.17%
10-year8.24%9.95%
Last bull market27.09%28.07%
Last bear market-14.55%-24.24%

Annual total return (%) history

Year
CSVYXCategory
2024
N/AN/A
2023
21.83%N/A
2022
-8.48%N/A
2021
29.29%N/A
2020
8.29%4.02%
2019
21.46%21.43%
2018
-17.94%-15.46%
2017
14.37%8.54%
2016
32.94%25.99%
2015
-6.07%-6.71%
2014
3.32%3.34%
2013
34.48%36.22%
2012
11.59%16.00%
2011
-5.80%-4.45%
2010
26.26%26.17%
2009
N/A31.32%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.05%N/AN/AN/A
20231.73%6.04%-1.78%14.98%
2022-1.71%-14.55%-3.09%12.45%
202122.18%3.83%-1.56%3.53%
2020-35.98%23.46%2.57%33.59%
201912.50%0.31%-1.62%9.41%
2018-4.16%8.17%-0.82%-20.18%
20171.10%1.75%7.82%3.12%
20162.88%1.45%11.76%13.97%
20152.85%0.00%-10.48%2.01%
20142.36%3.40%-7.99%6.09%
201310.36%3.76%8.27%8.46%
201210.25%-6.37%4.59%3.36%
20115.43%-1.88%-21.46%15.94%
20108.73%-8.49%8.69%16.75%
20092.81%N/AN/AN/A

Rank in category (by total return)

YTD67
1-month77
3-month56
1-year26
3-year35
5-year25

Load adjusted returns

1-year18.81%
3-year3.73%
5-year9.63%
10-year8.24%