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Columbia Disciplined Value C (RDCCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.25-0.05 (-0.60%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.42%
5-year average return9.63%
Number of years up12
Number of years down3
Best 1-yr total return (24 Jun 2024)32.20%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return32.20%
Worst 3-yr total return2.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRDCCXCategory
YTD8.85%4.44%
1-month2.45%-4.04%
3-month2.70%4.09%
1-year23.86%14.37%
3-year7.38%6.04%
5-year11.32%9.20%
10-year8.06%8.57%
Last bull market27.11%22.97%
Last bear market-10.62%-11.27%

Annual total return (%) history

Year
RDCCXCategory
2024
N/AN/A
2023
14.42%11.63%
2022
-7.93%-5.90%
2021
28.70%26.22%
2020
1.36%2.91%
2019
18.22%25.04%
2018
-9.89%-8.53%
2017
16.87%15.94%
2016
12.88%14.81%
2015
-4.77%-4.05%
2014
14.35%10.21%
2013
32.20%31.21%
2012
15.57%14.57%
2011
1.84%-0.75%
2010
16.73%13.66%
2009
19.30%24.13%
2008
N/A-37.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.63%N/AN/AN/A
20232.64%4.73%-1.81%8.41%
2022-0.57%-10.62%-6.51%10.81%
202112.36%4.62%0.47%8.97%
2020-25.17%13.63%3.26%15.44%
20199.02%2.18%-0.21%6.36%
2018-2.22%-0.79%6.87%-13.08%
20173.06%1.54%4.84%6.52%
20160.59%1.76%3.81%6.23%
2015-0.64%-1.07%-7.77%5.03%
20142.88%4.92%0.96%4.93%
201311.46%3.47%3.60%10.64%
201211.34%-4.38%6.95%1.50%
20117.24%0.54%-16.56%13.20%
20107.72%-10.81%10.22%10.24%
2009-17.01%17.27%18.71%3.27%
2008-26.31%N/AN/AN/A

Rank in category (by total return)

YTD31
1-month75
3-month76
1-year39
3-year31
5-year53

Load adjusted returns

1-year22.86%
3-year7.38%
5-year11.32%
10-year8.06%