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Columbia Fds Srs Tr I, Select Mid Cap Growth Fund Class A: (MF: CBSAX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$23.06 USD
+0.19 (0.83%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.46 | 30 |
| 3 months | 11.46 | 30 |
| 6 months | 25.03 | 32 |
| 1 Year | 25.30 | 56 |
| 3 Year | 2.68 | 86 |
| 5 Year | 11.23 | 64 |
| 10 Year | 8.59 | 74 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -51.55 |
| Bull Market (2/09 - 3/21) | 556.07 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 18.48 |
| 5 Year | 9.99 |
| 10 Year | 7.98 |
| Since Inception | 9.18 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.46 | NA | NA | NA |
| 2023 | 11.14 | 8.05 | -7.25 | 12.18 |
| 2022 | -15.95 | -22.93 | 1.46 | 4.33 |
| 2021 | 2.52 | 9.97 | -1.15 | 4.27 |
| 2020 | -19.19 | 28.96 | 11.59 | 15.96 |
| 2019 | 18.47 | 6.38 | -2.45 | 9.65 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.46 | 24.94 | -31.43 | 16.21 | 34.86 | 34.80 | -5.38 | 22.63 | 1.87 | -9.78 | 6.98 |
| % Total Return Rel to Index | 0.90 | -1.30 | -13.22 | -12.47 | 16.46 | 3.31 | -0.99 | 0.84 | -10.06 | -11.17 | -6.66 |
| % Total Return Rel to Peer | 1.50 | 1.94 | -11.73 | -5.84 | 14.94 | 6.38 | 1.47 | 1.95 | -5.94 | -8.18 | -1.22 |
| % Perf Quintile vs Peer* | 0.00 | 3.00 | 5.00 | 4.00 | 2.00 | 1.00 | 3.00 | 3.00 | 5.00 | 5.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.25 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.96 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 6.03 | 4.55 | 2.14 | 5.42 | 3.51 | 1.51 | 0.00 | 4.99 |
| Expense Ratio | 0.00 | 1.16 | 1.13 | 1.11 | 1.15 | 1.17 | 1.16 | 1.19 | 1.19 | 1.19 | 1.19 |
* 1 = Top 20%, 5 = Bottom 20%