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Columbia Disciplined Value R (RLCOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.62+0.05 (+0.58%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.68%
5-year average return9.88%
Number of years up12
Number of years down3
Best 1-yr total return (18 Apr 2024)32.97%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return32.97%
Worst 3-yr total return3.09%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRLCOXCategory
YTD12.75%4.44%
1-month6.43%-4.04%
3-month12.75%4.09%
1-year26.11%14.37%
3-year11.36%6.04%
5-year11.50%9.20%
10-year9.26%8.57%
Last bull market45.95%22.97%
Last bear market-10.60%-11.27%

Annual total return (%) history

Year
RLCOXCategory
2024
N/AN/A
2023
15.12%11.63%
2022
-7.47%-5.90%
2021
29.39%26.22%
2020
1.77%2.91%
2019
18.89%25.04%
2018
-9.45%-8.53%
2017
17.43%15.94%
2016
13.45%14.81%
2015
-4.27%-4.05%
2014
14.95%10.21%
2013
32.97%31.21%
2012
15.98%14.57%
2011
2.51%-0.75%
2010
17.22%13.66%
2009
19.80%24.13%
2008
N/A-37.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.75%N/AN/AN/A
20232.91%4.76%-1.72%8.64%
2022-0.33%-10.60%-6.36%10.90%
202112.53%4.85%0.54%9.07%
2020-25.05%13.63%3.41%15.57%
20199.12%2.33%-0.10%6.58%
2018-2.07%-0.67%6.97%-12.97%
20173.10%1.80%4.92%6.65%
20160.69%1.95%3.83%6.44%
2015-0.52%-0.94%-7.69%5.24%
20142.93%5.15%1.04%5.10%
201311.69%3.53%3.78%10.81%
201211.46%-4.31%7.11%1.52%
20117.57%0.66%-16.43%13.28%
20107.80%-10.62%10.26%10.33%
2009-16.87%17.41%18.81%3.31%
2008-26.24%N/AN/AN/A

Rank in category (by total return)

YTD4
1-month12
3-month4
1-year16
3-year12
5-year38

Load adjusted returns

1-year26.11%
3-year11.36%
5-year11.50%
10-year9.26%