Columbia Integrated Large Cap Growth Fund Class A: (MF: ILGCX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$19.95 USD
+0.33 (1.68%)
Latest Performance as of Mar 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -10.27 | 86 |
3 months | -10.27 | 86 |
6 months | -3.68 | 52 |
1 Year | 5.29 | 34 |
3 Year | 10.12 | 7 |
5 Year | 19.28 | 10 |
10 Year | 13.66 | 6 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
1 Year | -0.43 |
5 Year | 17.95 |
10 Year | 13.03 |
Since Inception | 13.36 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -10.27 | NA | NA | NA |
2024 | 12.16 | 6.47 | 2.67 | 7.34 |
2023 | 12.53 | 11.07 | -2.05 | 15.60 |
2022 | -7.09 | -18.53 | -5.64 | 3.92 |
2021 | 3.57 | 11.78 | -0.11 | 8.68 |
2020 | -16.64 | 24.24 | 10.66 | 12.63 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -10.27 | 31.62 | 41.53 | -25.78 | 25.68 | 29.08 | 27.53 | -1.24 | 27.96 | 8.57 | 5.91 |
% Total Return Rel to Index | -6.01 | 6.60 | 15.29 | -7.58 | -2.99 | 10.67 | -3.95 | 3.14 | 6.16 | -3.36 | 4.52 |
% Total Return Rel to Peer | -5.25 | 12.23 | 18.53 | -6.08 | 3.62 | 9.16 | -0.88 | 5.61 | 7.28 | 0.75 | 7.51 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 3.00 | 2.00 | 4.00 | 1.00 | 2.00 | 3.00 | 1.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.03 | 0.01 | 0.04 | 0.08 | 0.08 | 0.04 | 0.03 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.20 | 0.04 | 0.16 | 0.41 | 0.44 | 0.20 | 0.18 | 0.00 |
Capital Gains ($) | 0.00 | 2.79 | 0.00 | 5.42 | 3.61 | 1.72 | 0.79 | 2.55 | 0.99 | 0.90 | 2.38 |
Expense Ratio | 0.00 | 0.71 | 0.65 | 0.70 | 0.79 | 0.79 | 0.79 | 0.88 | 1.00 | 1.07 | 1.21 |
* 1 = Top 20%, 5 = Bottom 20%