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Columbia Dividend Opportunity Inst2 (RSDFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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37.50+0.08 (+0.21%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.00%
5-year average return8.60%
Number of years up12
Number of years down3
Best 1-yr total return (30 Jun 2024)29.30%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return29.30%
Worst 3-yr total return5.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRSDFXCategory
YTD7.90%4.44%
1-month3.03%-4.04%
3-month5.08%4.09%
1-year19.60%14.37%
3-year6.57%6.04%
5-year10.23%9.20%
10-year8.35%8.57%
Last bull market21.99%22.97%
Last bear market-8.16%-11.27%

Annual total return (%) history

Year
RSDFXCategory
2024
N/AN/A
2023
5.12%11.63%
2022
-1.40%-5.90%
2021
26.48%26.22%
2020
1.17%2.91%
2019
23.67%25.04%
2018
-5.01%-8.53%
2017
14.55%15.94%
2016
13.80%14.81%
2015
-2.17%-4.05%
2014
9.99%10.21%
2013
26.27%31.21%
2012
13.60%14.57%
2011
7.11%-0.75%
2010
17.25%13.66%
2009
29.30%24.13%
2008
N/A-37.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.52%N/AN/AN/A
2023-1.58%1.67%-2.84%8.13%
20221.68%-8.16%-6.80%13.28%
202110.81%5.12%-0.98%9.65%
2020-22.68%12.33%2.99%13.10%
201912.43%2.67%1.72%5.32%
2018-2.19%1.77%5.63%-9.65%
20174.21%0.94%3.08%5.65%
20164.43%5.75%0.16%2.87%
2015-0.93%-0.18%-7.15%6.52%
20142.06%5.72%0.37%1.57%
201310.70%1.88%3.58%8.09%
20128.69%-1.59%5.44%0.72%
20117.56%1.22%-12.25%12.12%
20104.00%-10.59%15.20%9.46%
2009-12.45%16.18%17.71%8.00%
2008-19.76%N/AN/AN/A

Rank in category (by total return)

YTD47
1-month50
3-month26
1-year73
3-year46
5-year74

Load adjusted returns

1-year19.60%
3-year6.57%
5-year10.23%
10-year8.35%