Columbia Select Large Cap Equity Fund Class I2: (MF: CLCRX)
(NASDAQ Mutual Funds) As of Apr 16, 2024 08:00 PM ET
$20.72 USD
-0.01 (-0.05%)
Latest Performance as of Mar 31, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 9.81 | 54 |
3 months | 9.81 | 54 |
6 months | 22.81 | 54 |
1 Year | 30.81 | 32 |
3 Year | 11.11 | 16 |
5 Year | 15.01 | 20 |
10 Year | 13.08 | 17 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2024
1 Year | 30.81 |
5 Year | 15.00 |
10 Year | 13.08 |
Since Inception | 14.34 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 9.81 | NA | NA | NA |
2023 | 7.79 | 10.88 | -3.94 | 11.84 |
2022 | -5.01 | -16.10 | -5.30 | 6.85 |
2021 | 7.66 | 8.74 | -0.81 | 11.83 |
2020 | -17.50 | 20.74 | 7.79 | 11.59 |
2019 | 13.31 | 4.47 | 0.20 | 8.61 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 9.81 | 28.40 | -19.36 | 29.87 | 19.83 | 28.84 | -5.43 | 24.51 | 10.18 | 3.97 | 12.00 |
% Total Return Rel to Index | -0.74 | 2.15 | -1.15 | 1.19 | 1.43 | -2.64 | -1.04 | 2.72 | -1.75 | 2.58 | -1.64 |
% Total Return Rel to Peer | -0.13 | 5.40 | 0.33 | 7.81 | -0.08 | 0.41 | 1.42 | 3.84 | 2.36 | 5.57 | 3.79 |
% Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 1.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 1.00 | 2.00 |
% Dividends | 0.00 | 0.18 | 0.17 | 0.20 | 0.25 | 0.17 | 0.18 | 0.12 | 0.15 | 0.00 | 0.00 |
% Yield | 0.00 | 0.88 | 0.96 | 0.87 | 1.34 | 1.00 | 1.28 | 0.75 | 1.14 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 0.73 | 0.80 | 1.31 | 0.95 | 0.62 | 1.22 | 0.71 | 0.12 | 1.48 | 2.04 |
Expense Ratio | 0.00 | 0.50 | 0.47 | 0.46 | 0.46 | 0.46 | 0.80 | 0.83 | 0.84 | 0.85 | 0.84 |
* 1 = Top 20%, 5 = Bottom 20%