UK markets closed

Columbia Disciplined Core C (RDCEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
14.61-0.03 (-0.20%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.68%
5-year average return12.92%
Number of years up17
Number of years down3
Best 1-yr total return (27 Jun 2024)32.47%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return32.47%
Worst 3-yr total return6.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRDCEXCategory
YTD11.48%5.31%
1-month5.00%-4.19%
3-month3.99%3.90%
1-year27.17%20.31%
3-year8.11%6.48%
5-year13.56%11.78%
10-year10.78%10.96%
Last bull market26.63%25.56%
Last bear market-15.20%-15.11%

Annual total return (%) history

Year
RDCEXCategory
2024
N/AN/A
2023
23.11%22.32%
2022
-19.56%-16.96%
2021
31.41%26.07%
2020
12.93%15.83%
2019
23.47%28.78%
2018
-4.66%-6.27%
2017
23.13%20.44%
2016
6.96%10.37%
2015
0.00%-1.07%
2014
14.17%10.96%
2013
32.47%31.50%
2012
14.76%14.96%
2011
4.49%-1.27%
2010
14.32%14.01%
2009
20.56%28.17%
2008
-39.20%-37.79%
2007
4.58%6.16%
2006
15.48%14.17%
2005
5.44%5.88%
2004
9.16%10.02%
2003
N/A27.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.88%N/AN/AN/A
20237.82%6.82%-2.54%9.67%
2022-5.68%-15.20%-5.68%6.63%
20218.87%7.28%0.61%11.83%
2020-20.12%21.11%5.22%10.94%
201912.32%1.80%-0.17%8.17%
2018-0.34%3.08%7.97%-14.05%
20175.67%2.82%5.49%7.42%
2016-0.32%0.21%3.60%3.35%
20151.68%-0.31%-6.65%5.68%
20141.08%4.38%2.61%5.46%
20139.11%3.31%5.85%11.03%
201214.13%-3.76%6.35%-1.76%
20116.17%1.06%-13.07%12.02%
20105.13%-11.38%11.47%10.08%
2009-13.78%14.24%15.94%5.57%
2008-11.57%-2.81%-8.86%-22.39%
20070.29%6.79%0.81%-3.14%
20065.37%-2.51%4.99%7.07%
2005-1.72%1.27%5.17%0.72%
20041.83%1.14%-3.39%9.70%
20031.10%11.58%N/AN/A

Rank in category (by total return)

YTD28
1-month24
3-month25
1-year54
3-year50
5-year68

Load adjusted returns

1-year26.17%
3-year8.11%
5-year13.56%
10-year10.78%