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Columbia Fds Srs Tr I, Large Cap Growth Fund Class A: (MF: LEGAX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$66.29 USD
+0.81 (1.24%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -10.97 | 91 |
| 3 months | -10.97 | 91 |
| 6 months | -5.95 | 80 |
| 1 Year | 5.40 | 34 |
| 3 Year | 8.19 | 27 |
| 5 Year | 17.70 | 28 |
| 10 Year | 12.86 | 12 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 92.24 |
| Bear Market (10/07 - 2/09) | -49.80 |
| Bull Market (2/09 - 3/21) | 1,164.71 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -0.33 |
| 5 Year | 16.39 |
| 10 Year | 12.24 |
| Since Inception | 10.11 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.97 | NA | NA | NA |
| 2024 | 11.08 | 9.72 | 2.13 | 5.64 |
| 2023 | 13.52 | 15.29 | -4.42 | 14.72 |
| 2022 | -10.00 | -22.09 | -5.31 | 2.16 |
| 2021 | 4.17 | 12.83 | 0.09 | 9.40 |
| 2020 | -12.95 | 26.36 | 9.17 | 11.63 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -10.97 | 31.52 | 43.51 | -32.17 | 28.73 | 34.05 | 35.81 | -4.15 | 27.61 | 0.82 | 8.83 |
| % Total Return Rel to Index | -6.71 | 6.50 | 17.27 | -13.97 | 0.04 | 15.64 | 4.32 | 0.23 | 5.82 | -11.11 | 7.44 |
| % Total Return Rel to Peer | -5.95 | 12.12 | 20.51 | -12.47 | 6.67 | 14.13 | 7.39 | 2.70 | 6.94 | -6.99 | 10.43 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 2.00 | 1.00 | 2.00 | 2.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.00 | 0.00 | 0.00 | 0.07 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.00 | 0.00 | 0.00 | 0.20 | 0.00 |
| Capital Gains ($) | 0.00 | 4.05 | 2.51 | 0.00 | 5.39 | 6.58 | 3.67 | 3.36 | 2.51 | 0.46 | 3.50 |
| Expense Ratio | 0.97 | 0.98 | 1.00 | 0.98 | 0.99 | 1.02 | 1.04 | 1.05 | 1.09 | 1.10 | 1.11 |
* 1 = Top 20%, 5 = Bottom 20%