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Columbia Large Cap Value R (RDEIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.87-0.01 (-0.06%)
As of 08:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.19%
5-year average return9.48%
Number of years up12
Number of years down5
Best 1-yr total return (18 Apr 2024)30.39%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return30.39%
Worst 3-yr total return5.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRDEIXCategory
YTD5.19%4.44%
1-month-4.49%-4.04%
3-month4.30%4.09%
1-year14.12%14.37%
3-year5.12%6.04%
5-year9.20%9.20%
10-year8.58%8.57%
Last bull market22.93%22.97%
Last bear market-10.80%-11.27%

Annual total return (%) history

Year
RDEIXCategory
2024
N/AN/A
2023
9.29%11.63%
2022
-5.50%-5.90%
2021
23.44%26.22%
2020
5.02%2.91%
2019
29.53%25.04%
2018
-11.41%-8.53%
2017
16.39%15.94%
2016
14.35%14.81%
2015
-2.52%-4.05%
2014
11.23%10.21%
2013
30.39%31.21%
2012
14.58%14.57%
2011
-5.52%-0.75%
2010
15.74%13.66%
2009
26.63%24.13%
2008
-40.71%-37.09%
2007
7.63%1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.14%N/AN/AN/A
2023-0.56%2.88%-1.61%8.57%
2022-0.38%-10.80%-6.22%13.39%
202110.92%4.74%-2.03%8.45%
2020-26.45%15.27%6.52%16.28%
201913.03%4.37%1.66%8.01%
2018-3.10%-0.18%4.89%-12.68%
20173.67%2.30%3.83%5.69%
2016-0.44%4.18%3.38%6.64%
2015-0.82%1.25%-8.07%5.59%
20142.43%4.78%-0.30%3.94%
201311.01%3.02%3.66%9.98%
201211.74%-3.54%4.74%1.50%
20115.83%-1.20%-18.50%10.89%
20105.03%-12.74%12.63%12.13%
2009-12.66%16.04%17.51%6.33%
2008-10.85%-2.11%-10.89%-23.75%
20070.91%10.58%0.49%-4.02%

Rank in category (by total return)

YTD35
1-month69
3-month41
1-year51
3-year73
5-year50

Load adjusted returns

1-year14.12%
3-year5.12%
5-year9.20%
10-year8.58%