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Columbia Disciplined Core R (CLQRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.81-0.12 (-0.86%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.90%
5-year average return11.41%
Number of years up14
Number of years down3
Best 1-yr total return (18 Apr 2024)33.02%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return33.02%
Worst 3-yr total return6.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCLQRXCategory
YTD11.89%5.31%
1-month4.29%-4.19%
3-month11.89%3.90%
1-year28.23%20.31%
3-year10.70%6.48%
5-year13.11%11.78%
10-year11.71%10.96%
Last bull market44.87%25.56%
Last bear market-15.06%-15.11%

Annual total return (%) history

Year
CLQRXCategory
2024
N/AN/A
2023
23.83%22.32%
2022
-19.21%-16.96%
2021
32.06%26.07%
2020
13.49%15.83%
2019
24.19%28.78%
2018
-4.24%-6.27%
2017
23.80%20.44%
2016
7.44%10.37%
2015
0.51%-1.07%
2014
14.83%10.96%
2013
33.02%31.50%
2012
15.25%14.96%
2011
5.18%-1.27%
2010
14.84%14.01%
2009
20.98%28.17%
2008
-38.77%-37.79%
2007
4.99%6.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.89%N/AN/AN/A
20238.05%6.94%-2.45%9.86%
2022-5.59%-15.06%-5.59%6.72%
20218.98%7.39%0.79%11.96%
2020-20.02%21.15%5.36%11.17%
201912.56%1.85%0.00%8.33%
2018-0.25%3.27%8.05%-13.97%
20175.87%2.87%5.57%7.68%
2016-0.21%0.31%3.74%3.46%
20151.76%-0.20%-6.52%5.88%
20141.18%4.55%2.79%5.61%
20139.12%3.54%5.88%11.20%
201214.08%-3.55%6.56%-1.71%
20116.46%1.04%-13.04%12.44%
20105.27%-11.42%11.76%10.19%
2009-13.86%14.66%15.99%5.61%
2008-11.27%-2.61%-8.86%-22.26%
20070.29%6.85%0.93%-2.93%

Rank in category (by total return)

YTD18
1-month13
3-month18
1-year54
3-year39
5-year68

Load adjusted returns

1-year28.23%
3-year10.70%
5-year13.11%
10-year11.71%