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Columbia Large Cap Value Inst (CDVZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.35+0.07 (+0.43%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.86%
5-year average return10.39%
Number of years up9
Number of years down4
Best 1-yr total return (24 Apr 2024)31.05%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return31.05%
Worst 3-yr total return6.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCDVZXCategory
YTD10.34%17.52%
1-month5.71%-0.87%
3-month10.34%5.51%
1-year21.65%42.88%
3-year8.74%11.93%
5-year11.64%12.07%
10-year9.63%10.95%
Last bull market41.30%23.18%
Last bear market-10.68%-17.87%

Annual total return (%) history

Year
CDVZXCategory
2024
N/AN/A
2023
9.86%N/A
2022
-5.05%N/A
2021
23.99%N/A
2020
5.64%2.91%
2019
30.10%25.04%
2018
-10.91%-8.53%
2017
16.88%15.94%
2016
14.93%14.81%
2015
-2.02%-4.05%
2014
11.82%10.21%
2013
31.05%31.21%
2012
15.13%14.57%
2011
-5.04%-0.75%
2010
N/A13.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.34%N/AN/AN/A
2023-0.36%2.99%-1.47%8.64%
2022-0.25%-10.68%-6.06%13.44%
202110.99%4.91%-1.95%8.61%
2020-26.32%15.43%6.62%16.50%
201913.10%4.55%1.78%8.10%
2018-2.97%-0.05%5.07%-12.57%
20173.78%2.41%3.94%5.80%
2016-0.32%4.29%3.50%6.82%
2015-0.69%1.37%-7.92%5.70%
20142.55%4.97%-0.24%4.13%
201311.21%3.14%3.78%10.08%
201211.85%-3.41%4.96%1.53%
20115.96%-1.13%-18.41%11.10%
201012.24%N/AN/AN/A

Rank in category (by total return)

YTD25
1-month24
3-month25
1-year43
3-year54
5-year35

Load adjusted returns

1-year21.65%
3-year8.74%
5-year11.64%
10-year9.63%