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Columbia Global Technology Growth Inst3 (CGTUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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78.65+1.16 (+1.50%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.89%
5-year average return18.61%
Number of years up5
Number of years down2
Best 1-yr total return (1 May 2024)57.01%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return57.01%
Worst 3-yr total return6.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCGTUXCategory
YTD14.27%12.31%
1-month2.17%6.23%
3-month14.27%8.63%
1-year47.82%53.90%
3-year12.33%27.50%
5-year20.95%28.80%
10-year20.04%18.74%
Last bull market40.97%24.03%
Last bear market-23.57%-20.41%

Annual total return (%) history

Year
CGTUXCategory
2024
N/AN/A
2023
57.01%N/A
2022
-34.49%N/A
2021
23.31%N/A
2020
50.01%55.91%
2019
42.56%37.49%
2018
-1.00%-3.21%
2017
43.51%35.35%
2016
N/A10.84%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.27%N/AN/AN/A
202321.38%15.44%-4.01%16.73%
2022-11.23%-23.57%-5.73%2.42%
20212.27%10.26%-0.82%10.27%
2020-12.54%31.83%11.67%16.50%
201919.73%5.19%0.72%12.40%
20186.65%5.18%6.84%-17.40%
201714.35%5.86%10.64%7.15%
20161.04%13.14%0.21%N/A

Rank in category (by total return)

YTD21
1-month36
3-month21
1-year18
3-year15
5-year23

Load adjusted returns

1-year47.82%
3-year12.33%
5-year20.95%
10-year20.04%