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Columbia Select Large-Cap Value Inst (CSVZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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34.52-0.24 (-0.69%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.30%
5-year average return12.19%
Number of years up9
Number of years down4
Best 1-yr total return (4 Jun 2024)38.06%
Worst 1-yr total return (4 Jun 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
YTD10.31%4.44%
1-month4.62%-4.04%
3-month8.43%4.09%
1-year22.99%14.37%
3-year5.61%6.04%
5-year13.31%9.20%
10-year9.70%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)

YTD14
1-month6
3-month2
1-year45
3-year66
5-year21

Load adjusted returns

1-year22.99%
3-year5.61%
5-year13.31%
10-year9.70%