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Columbia Large Cap Index A (NEIAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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54.71+0.55 (+1.02%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.15%
5-year average return12.91%
Number of years up22
Number of years down6
Best 1-yr total return (24 Apr 2024)31.77%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return31.77%
Worst 3-yr total return7.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNEIAXCategory
YTD10.45%14.84%
1-month3.19%1.65%
3-month10.45%7.55%
1-year29.32%40.47%
3-year11.03%16.77%
5-year14.55%16.15%
10-year12.46%13.21%
Last bull market39.56%24.09%
Last bear market-16.18%-17.61%

Annual total return (%) history

Year
NEIAXCategory
2024
N/AN/A
2023
25.70%N/A
2022
-18.40%N/A
2021
28.13%N/A
2020
17.83%15.83%
2019
30.91%28.78%
2018
-4.85%-6.27%
2017
21.30%20.44%
2016
11.47%10.37%
2015
0.96%-1.07%
2014
13.16%10.96%
2013
31.77%31.50%
2012
15.51%14.96%
2011
1.73%-1.27%
2010
14.62%14.01%
2009
26.03%28.17%
2008
-37.22%-37.79%
2007
5.12%6.16%
2006
15.39%14.17%
2005
4.51%5.88%
2004
10.45%10.02%
2003
27.98%27.05%
2002
-22.57%-22.25%
2001
-12.45%-13.50%
2000
-9.60%-6.31%
1999
20.35%20.16%
1998
28.06%22.39%
1997
32.04%28.37%
1996
22.22%20.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.45%N/AN/AN/A
20237.36%8.63%-3.38%11.55%
2022-4.70%-16.18%-4.98%7.52%
20216.07%8.42%0.46%10.90%
2020-19.70%20.41%8.79%12.02%
201913.54%4.18%1.58%8.95%
2018-0.87%3.30%7.58%-13.63%
20175.95%2.96%4.38%6.53%
20161.25%2.34%3.74%3.69%
20150.83%0.15%-6.51%6.94%
20141.69%5.11%1.00%4.81%
201310.45%2.80%5.13%10.39%
201212.44%-2.82%6.22%-0.48%
20115.82%0.03%-13.97%11.70%
20105.32%-11.52%11.19%10.62%
2009-11.05%15.80%15.49%5.93%
2008-9.54%-2.84%-8.43%-21.99%
20070.55%6.15%1.96%-3.41%
20064.13%-1.55%5.56%6.63%
2005-2.20%1.24%3.53%1.96%
20041.60%1.62%-1.95%9.12%
2003-3.33%15.24%2.51%12.07%
20020.17%-13.54%-17.41%8.24%
2001-12.04%5.72%-14.81%10.51%
20002.18%-2.82%-1.12%-7.93%
19994.81%6.87%-6.37%14.75%
199813.75%3.20%-9.94%21.12%
19972.47%17.30%7.36%2.31%
19965.20%4.33%2.73%8.41%

Rank in category (by total return)

YTD44
1-month59
3-month44
1-year45
3-year33
5-year37

Load adjusted returns

1-year29.32%
3-year11.03%
5-year14.55%
10-year12.46%