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Columbia Select Large-Cap Value Inst (CSVZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.14-0.07 (-0.20%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.43%
5-year average return11.91%
Number of years up9
Number of years down4
Best 1-yr total return (15 May 2024)38.06%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return38.06%
Worst 3-yr total return5.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSVZXCategory
YTD5.44%4.44%
1-month-2.87%-4.04%
3-month5.94%4.09%
1-year12.76%14.37%
3-year5.49%6.04%
5-year9.99%9.20%
10-year9.44%8.57%
Last bull market21.48%22.97%
Last bear market-13.26%-11.27%

Annual total return (%) history

Year
CSVZXCategory
2024
N/AN/A
2023
5.75%11.63%
2022
-0.83%-5.90%
2021
26.64%26.22%
2020
6.43%2.91%
2019
26.90%25.04%
2018
-12.09%-8.53%
2017
20.36%15.94%
2016
20.66%14.81%
2015
-5.58%-4.05%
2014
11.07%10.21%
2013
38.06%31.21%
2012
17.84%14.57%
2011
-0.68%-0.75%
2010
N/A13.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.55%N/AN/AN/A
2023-1.41%3.34%-4.96%9.21%
20223.22%-13.26%-3.88%15.24%
202114.82%5.50%-3.70%8.56%
2020-29.12%19.89%6.31%17.80%
201911.34%3.34%-0.46%10.79%
2018-3.75%1.80%5.40%-14.88%
20173.67%2.28%5.25%7.85%
20160.00%4.14%5.60%9.72%
2015-0.55%0.68%-11.45%6.49%
20142.99%3.84%0.82%3.02%
201313.62%3.67%5.52%11.07%
201215.61%-8.24%6.05%4.75%
201110.02%-2.83%-19.18%14.95%
201012.55%N/AN/AN/A

Rank in category (by total return)

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

Load adjusted returns

1-year12.76%
3-year5.49%
5-year9.99%
10-year9.44%