Singapore markets closed

Columbia Large Cap Index Inst3 (CLPYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
56.22+0.14 (+0.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.10%
5-year average return14.87%
Number of years up4
Number of years down2
Best 1-yr total return (20 May 2024)31.24%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return31.24%
Worst 3-yr total return7.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCLPYXCategory
YTD5.96%5.31%
1-month-4.10%-4.19%
3-month4.24%3.90%
1-year22.42%20.31%
3-year7.88%6.48%
5-year12.98%11.78%
10-year12.19%10.96%
Last bull market26.02%25.56%
Last bear market-16.13%-15.11%

Annual total return (%) history

Year
CLPYXCategory
2024
N/AN/A
2023
26.06%22.32%
2022
-18.22%-16.96%
2021
28.47%26.07%
2020
18.13%15.83%
2019
31.24%28.78%
2018
-4.59%-6.27%
2017
N/A20.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.49%N/AN/AN/A
20237.46%8.70%-3.33%11.64%
2022-4.65%-16.13%-4.95%7.58%
20216.13%8.51%0.52%10.98%
2020-19.65%20.48%8.87%12.08%
201913.61%4.24%1.66%9.00%
2018-0.79%3.38%7.65%-13.58%
20173.04%4.44%6.58%N/A

Rank in category (by total return)

YTD40
1-month39
3-month41
1-year42
3-year26
5-year28

Load adjusted returns

1-year22.42%
3-year7.88%
5-year12.98%
10-year12.19%