Columbia Fds Srs Tr I, Large Cap Growth Fund Class C: (MF: LEGCX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$46.39 USD
+0.57 (1.24%)
Latest Performance as of Mar 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -11.15 | 91 |
3 months | -11.15 | 91 |
6 months | -6.31 | 83 |
1 Year | 4.60 | 40 |
3 Year | 7.37 | 38 |
5 Year | 16.82 | 42 |
10 Year | 12.02 | 21 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -50.31 |
Bull Market (2/09 - 3/21) | 1,022.71 |
Load Adjusted Returns as of Mar 31, 2025
1 Year | 3.55 |
5 Year | 16.81 |
10 Year | 12.02 |
Since Inception | 10.32 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -11.15 | NA | NA | NA |
2024 | 10.87 | 9.52 | 1.94 | 5.44 |
2023 | 13.33 | 15.07 | -4.59 | 14.51 |
2022 | -10.17 | -22.24 | -5.49 | 1.96 |
2021 | 3.97 | 12.62 | -0.08 | 9.20 |
2020 | -13.11 | 26.08 | 8.97 | 11.43 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | -11.15 | 30.53 | 42.47 | -32.70 | 27.76 | 33.03 | 34.78 | -4.84 | 26.68 | 0.06 | 8.04 |
% Total Return Rel to Index | -6.88 | 5.51 | 16.22 | -14.50 | -0.92 | 14.63 | 3.29 | -0.45 | 4.88 | -11.87 | 6.65 |
% Total Return Rel to Peer | -6.13 | 11.14 | 19.47 | -13.00 | 5.70 | 13.12 | 6.36 | 2.01 | 6.00 | -7.75 | 9.64 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 2.00 | 2.00 | 1.00 | 3.00 | 2.00 | 5.00 | 1.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 4.05 | 2.51 | 0.00 | 4.94 | 6.58 | 3.67 | 3.37 | 2.52 | 0.46 | 3.51 |
Expense Ratio | 1.71 | 1.73 | 1.75 | 1.73 | 1.74 | 1.77 | 1.79 | 1.80 | 1.84 | 1.86 | 1.86 |
* 1 = Top 20%, 5 = Bottom 20%