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Columbia Large Cap Value Fund Institutional Class (CDVZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.06+0.33 (+1.97%)
At close: 08:00PM EST

Performance overview

Morningstar return rating★★★★
Year-to-date return9.77%
5-year average return8.66%
Number of years up7
Number of years down3
Best 1-yr total return (3 Feb 2019)31.05%
Worst 1-yr total return (3 Feb 2019)-10.91%
Best 3-yr total return31.05%
Worst 3-yr total return6.17%

Trailing returns (%) vs. Benchmarks

ReturnCDVZXCategory
YTD15.06%17.52%
1-month-4.84%-0.87%
3-month-3.29%5.51%
1-year18.26%42.88%
3-year12.49%11.93%
5-year10.58%12.07%
10-year12.17%10.95%
Last bull market22.96%23.18%
Last bear market-21.47%-17.87%

Annual total return (%) history

Year
CDVZXCategory
2021
N/AN/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
202110.99%4.91%N/AN/A
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)

YTD61
1-month82
3-month69
1-year42
3-year27
5-year33

Load adjusted returns

1-year44.63%
3-year13.70%
5-year13.00%
10-year11.12%