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Columbia Disciplined Core Inst2 (RSIPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.38+0.08 (+0.52%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.88%
5-year average return13.94%
Number of years up14
Number of years down3
Best 1-yr total return (1 Jul 2024)34.04%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return34.04%
Worst 3-yr total return7.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRSIPXCategory
YTD11.99%5.31%
1-month5.09%-4.19%
3-month4.27%3.90%
1-year28.56%20.31%
3-year9.23%6.48%
5-year14.72%11.78%
10-year11.95%10.96%
Last bull market27.14%25.56%
Last bear market-14.98%-15.11%

Annual total return (%) history

Year
RSIPXCategory
2024
N/AN/A
2023
24.42%22.32%
2022
-18.78%-16.96%
2021
32.76%26.07%
2020
14.08%15.83%
2019
24.76%28.78%
2018
-3.71%-6.27%
2017
24.48%20.44%
2016
8.00%10.37%
2015
1.23%-1.07%
2014
15.52%10.96%
2013
34.04%31.50%
2012
15.97%14.96%
2011
5.78%-1.27%
2010
15.79%14.01%
2009
21.85%28.17%
2008
-38.55%-37.79%
2007
5.58%6.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.15%3.68%N/AN/A
20238.20%7.08%-2.36%9.99%
2022-5.43%-14.98%-5.47%6.87%
20219.19%7.50%0.92%12.08%
2020-19.90%21.40%5.50%11.20%
201912.63%2.09%0.08%8.41%
2018-0.08%3.35%8.26%-13.86%
20176.06%3.04%5.72%7.73%
2016-0.10%0.42%3.94%3.59%
20151.97%0.00%-6.40%6.06%
20141.42%4.77%2.89%5.67%
20139.44%3.68%6.14%11.30%
201214.46%-3.54%6.71%-1.57%
20116.64%1.21%-12.82%12.42%
20105.50%-11.02%11.71%10.42%
2009-13.40%14.61%15.99%5.84%
2008-11.27%-2.44%-8.85%-22.11%
20070.57%6.97%1.06%-2.90%

Rank in category (by total return)

YTD22
1-month21
3-month20
1-year30
3-year27
5-year52

Load adjusted returns

1-year28.56%
3-year9.23%
5-year14.72%
10-year11.95%