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Columbia Large Cap Value Inst2 (RSEDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.74+0.07 (+0.42%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.22%
5-year average return10.99%
Number of years up12
Number of years down5
Best 1-yr total return (15 May 2024)31.29%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return31.29%
Worst 3-yr total return6.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRSEDXCategory
YTD6.33%4.44%
1-month-3.57%-4.04%
3-month5.37%4.09%
1-year15.75%14.37%
3-year6.00%6.04%
5-year10.00%9.20%
10-year9.29%8.57%
Last bull market23.20%22.97%
Last bear market-10.71%-11.27%

Annual total return (%) history

Year
RSEDXCategory
2024
N/AN/A
2023
9.88%11.63%
2022
-5.00%-5.90%
2021
24.00%26.22%
2020
5.69%2.91%
2019
30.22%25.04%
2018
-10.90%-8.53%
2017
17.02%15.94%
2016
14.99%14.81%
2015
-1.91%-4.05%
2014
11.94%10.21%
2013
31.29%31.21%
2012
15.28%14.57%
2011
-4.94%-0.75%
2010
16.70%13.66%
2009
27.44%24.13%
2008
-40.22%-37.09%
2007
8.43%1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.26%N/AN/AN/A
2023-0.41%3.07%-1.52%8.71%
2022-0.24%-10.71%-6.05%13.51%
202110.98%4.91%-1.93%8.60%
2020-26.39%15.52%6.62%16.57%
201913.18%4.48%1.79%8.18%
2018-2.95%-0.04%5.00%-12.53%
20173.80%2.50%3.95%5.80%
2016-0.30%4.30%3.51%6.83%
2015-0.67%1.40%-7.89%5.73%
20142.58%4.99%-0.21%4.16%
201311.23%3.18%3.81%10.19%
201211.98%-3.45%4.99%1.56%
20115.98%-1.03%-18.42%11.10%
20105.31%-12.52%12.75%12.35%
2009-12.58%16.20%17.80%6.49%
2008-10.73%-1.84%-10.78%-23.54%
20071.12%10.78%0.67%-3.85%

Rank in category (by total return)

YTD17
1-month32
3-month20
1-year40
3-year52
5-year34

Load adjusted returns

1-year15.75%
3-year6.00%
5-year10.00%
10-year9.29%