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Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund (BALGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.40-0.39 (-1.88%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return9.24%
5-year average return0.00%
Number of years up5
Number of years down1
Best 1-yr total return (3 Feb 2019)29.10%
Worst 1-yr total return (3 Feb 2019)-1.25%
Best 3-yr total return29.10%
Worst 3-yr total return11.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBALGXCategory
YTD-11.06%12.38%
1-month-8.95%5.09%
3-month-8.26%10.28%
1-year9.06%41.70%
3-year19.87%22.56%
5-year18.38%21.98%
10-year0.00%15.99%
Last bull market27.44%25.99%
Last bear market-18.55%-17.29%

Annual total return (%) history

Year
BALGXCategory
2021
25.67%N/A
2020
29.10%35.86%
2019
27.51%31.90%
2018
-1.25%-2.09%
2017
27.96%27.67%
2016
8.57%3.23%
2015
5.91%3.60%
2014
N/A10.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20213.57%11.79%-0.12%8.67%
2020-16.65%24.24%10.67%12.66%
201914.09%2.35%1.18%7.92%
20181.11%5.02%10.18%-15.60%
20178.75%3.97%5.61%7.15%
20160.41%0.34%5.60%2.05%
20153.63%1.21%-5.14%6.45%
20143.14%4.92%N/AN/A

Rank in category (by total return)

YTD12
1-month56
3-month50
1-year20
3-year73
5-year56

Load adjusted returns

1-year26.07%
3-year17.61%
5-year20.14%
10-year17.71%