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Columbia Large Cap Value Adv (RDERX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.22+0.04 (+0.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.33%
5-year average return9.94%
Number of years up12
Number of years down5
Best 1-yr total return (2 May 2024)31.14%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return31.14%
Worst 3-yr total return6.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRDERXCategory
YTD6.33%17.52%
1-month-3.62%-0.87%
3-month5.37%5.51%
1-year15.72%42.88%
3-year5.97%11.93%
5-year9.96%12.07%
10-year9.22%10.95%
Last bull market23.27%23.18%
Last bear market-10.73%-17.87%

Annual total return (%) history

Year
RDERXCategory
2024
N/AN/A
2023
9.85%N/A
2022
-5.04%N/A
2021
23.96%N/A
2020
5.63%2.91%
2019
30.16%25.04%
2018
-10.91%-8.53%
2017
16.87%15.94%
2016
14.91%14.81%
2015
-2.01%-4.05%
2014
11.81%10.21%
2013
31.14%31.21%
2012
14.78%14.57%
2011
-5.50%-0.75%
2010
16.04%13.66%
2009
26.85%24.13%
2008
-40.51%-37.09%
2007
7.93%1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.33%N/AN/AN/A
2023-0.36%2.99%-1.53%8.70%
2022-0.25%-10.73%-6.06%13.50%
202110.97%4.90%-1.95%8.59%
2020-26.35%15.51%6.61%16.47%
201913.17%4.47%1.85%8.09%
2018-2.90%-0.06%4.99%-12.56%
20173.86%2.34%3.94%5.79%
2016-0.32%4.37%3.49%6.73%
2015-0.69%1.45%-7.98%5.70%
20142.55%4.96%-0.24%4.13%
201311.25%3.10%3.78%10.17%
201211.75%-3.51%4.87%1.50%
20115.85%-1.16%-18.61%10.97%
20105.18%-12.75%12.77%12.13%
2009-12.71%16.08%17.69%6.37%
2008-10.79%-2.06%-10.81%-23.65%
20071.00%10.66%0.57%-3.97%

Rank in category (by total return)

YTD18
1-month33
3-month20
1-year40
3-year53
5-year35

Load adjusted returns

1-year15.72%
3-year5.97%
5-year9.96%
10-year9.22%