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Columbia Select Large Cap Growth Inst (UMLGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.40-0.02 (-0.21%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.86%
5-year average return12.33%
Number of years up18
Number of years down8
Best 1-yr total return (9 May 2024)47.76%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return47.76%
Worst 3-yr total return1.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnUMLGXCategory
YTD3.04%12.38%
1-month-5.18%5.09%
3-month0.55%10.28%
1-year24.80%41.70%
3-year1.06%22.56%
5-year11.19%21.98%
10-year12.04%15.99%
Last bull market30.43%25.99%
Last bear market-23.46%-17.29%

Annual total return (%) history

Year
UMLGXCategory
2024
N/AN/A
2023
39.35%N/A
2022
-32.04%N/A
2021
9.23%N/A
2020
47.76%35.86%
2019
37.92%31.90%
2018
-5.14%-2.09%
2017
35.42%27.67%
2016
-8.50%3.23%
2015
7.82%3.60%
2014
8.48%10.00%
2013
44.28%33.92%
2012
15.31%15.34%
2011
-3.21%-2.46%
2010
24.36%15.53%
2009
45.48%35.68%
2008
-44.11%-40.67%
2007
21.30%13.35%
2006
7.87%7.05%
2005
12.25%6.71%
2004
14.73%7.81%
2003
23.54%28.66%
2002
-37.34%-27.64%
2001
-31.91%-22.30%
2000
-19.73%-13.05%
1999
47.47%38.87%
1998
67.04%34.55%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.67%N/AN/AN/A
202314.21%11.19%-5.56%16.20%
2022-14.07%-23.46%-4.22%7.89%
2021-2.47%13.83%-2.17%0.56%
2020-15.62%32.06%15.42%14.88%
201921.38%4.92%-5.81%14.98%
20185.57%5.18%7.42%-20.46%
201715.60%7.33%3.73%5.21%
2016-11.68%5.26%7.67%-8.59%
20155.66%2.43%-9.19%9.70%
2014-0.10%1.40%2.74%4.24%
201311.33%-0.84%18.89%9.93%
201220.05%-11.57%9.72%-1.00%
20118.96%2.72%-18.35%5.90%
20105.03%-11.17%18.82%12.19%
20091.58%19.07%12.81%6.62%
2008-9.38%0.18%-15.72%-26.94%
20073.11%3.87%10.35%2.63%
20063.99%-5.95%5.79%4.26%
2005-5.30%4.73%6.77%6.01%
20044.19%1.82%-4.71%13.50%
2003-3.34%14.51%3.92%7.40%
2002-7.64%-21.97%-18.87%7.16%
2001-28.35%8.85%-26.48%18.76%
20008.52%-5.16%-2.11%-20.32%
199920.57%0.49%-3.76%26.46%
199819.86%10.22%-9.28%39.37%

Rank in category (by total return)

YTD87
1-month73
3-month96
1-year73
3-year82
5-year76

Load adjusted returns

1-year24.80%
3-year1.06%
5-year11.19%
10-year12.04%