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Columbia Large Cap Growth Fund Class I3: (MF: CGFYX)
(NASDAQ Mutual Funds) As of May 16, 2025 08:00 PM ET
$76.58 USD
+0.47 (0.62%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -8.91 | 83 |
| 3 months | -10.75 | 69 |
| 6 months | -2.90 | 51 |
| 1 Year | 12.32 | 15 |
| 3 Year | 14.03 | 12 |
| 5 Year | 15.53 | 16 |
| 10 Year | 13.58 | 8 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 5.74 |
| 5 Year | 18.08 |
| 10 Year | 13.27 |
| Since Inception | 14.80 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.90 | NA | NA | NA |
| 2024 | 11.17 | 9.81 | 2.22 | 5.72 |
| 2023 | 13.61 | 15.40 | -4.33 | 14.79 |
| 2022 | -9.92 | -22.02 | -5.24 | 2.25 |
| 2021 | 4.25 | 12.92 | 0.17 | 9.49 |
| 2020 | -12.87 | 26.44 | 9.26 | 11.73 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -8.91 | 31.94 | 43.98 | -31.94 | 29.12 | 34.49 | 36.29 | -3.81 | 28.12 | 1.22 | 9.29 |
| % Total Return Rel to Index | -3.99 | 6.92 | 17.73 | -13.74 | 0.44 | 16.08 | 4.80 | 0.57 | 6.33 | -10.71 | 7.90 |
| % Total Return Rel to Peer | -3.43 | 12.55 | 20.98 | -12.24 | 7.06 | 14.57 | 7.87 | 3.04 | 7.45 | -6.59 | 10.89 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 2.00 | 1.00 | 2.00 | 2.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.00 | 0.00 | 0.10 | 0.20 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.36 | 0.00 | 0.00 | 0.24 | 0.57 | 0.00 |
| Capital Gains ($) | 0.00 | 4.05 | 2.51 | 0.00 | 5.58 | 6.58 | 3.67 | 3.37 | 2.52 | 0.46 | 3.50 |
| Expense Ratio | 0.65 | 0.66 | 0.67 | 0.66 | 0.66 | 0.68 | 0.69 | 0.69 | 0.69 | 0.69 | 0.71 |
* 1 = Top 20%, 5 = Bottom 20%