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Columbia Mid Cap Index Inst2 (CPXRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.70-0.10 (-0.63%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.88%
5-year average return11.45%
Number of years up8
Number of years down3
Best 1-yr total return (27 May 2024)33.35%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return33.35%
Worst 3-yr total return6.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCPXRXCategory
YTD3.27%17.04%
1-month-6.01%-0.01%
3-month5.13%5.47%
1-year16.67%50.44%
3-year3.05%13.15%
5-year9.25%13.75%
10-year9.25%11.35%
Last bull market29.56%25.95%
Last bear market-15.42%-22.55%

Annual total return (%) history

Year
CPXRXCategory
2024
N/AN/A
2023
16.28%N/A
2022
-13.25%N/A
2021
24.50%N/A
2020
13.36%12.39%
2019
25.99%26.21%
2018
-11.35%-11.15%
2017
16.00%15.93%
2016
20.46%14.14%
2015
-2.34%-4.75%
2014
9.51%7.80%
2013
33.35%34.10%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.87%N/AN/AN/A
20233.80%4.80%-4.30%11.69%
2022-4.94%-15.42%-2.54%10.70%
202113.43%3.59%-1.82%7.93%
2020-29.77%23.99%4.72%24.30%
201914.49%2.98%-0.13%6.99%
2018-0.89%4.25%3.83%-17.36%
20173.84%1.94%3.18%6.20%
20163.71%3.97%4.09%7.34%
20155.28%-1.11%-8.53%2.54%
20142.95%4.32%-4.03%6.25%
201313.46%0.98%7.45%8.32%

Rank in category (by total return)

YTD43
1-month59
3-month26
1-year44
3-year49
5-year36

Load adjusted returns

1-year16.67%
3-year3.05%
5-year9.25%
10-year9.25%