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Columbia Real Estate Equity Inst (CREEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.58+0.08 (+0.84%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.77%
5-year average return4.68%
Number of years up21
Number of years down8
Best 1-yr total return (26 Jun 2024)42.06%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return42.06%
Worst 3-yr total return0.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCREEXCategory
YTD-4.16%20.43%
1-month4.54%2.69%
3-month-1.33%11.34%
1-year8.00%36.79%
3-year0.95%10.81%
5-year4.45%7.03%
10-year5.78%9.08%
Last bull market21.47%31.03%
Last bear market-16.54%-16.60%

Annual total return (%) history

Year
CREEXCategory
2024
N/AN/A
2023
15.99%N/A
2022
-25.13%N/A
2021
42.06%N/A
2020
-3.49%-4.49%
2019
28.38%27.28%
2018
-7.23%-5.97%
2017
5.32%6.22%
2016
5.23%6.89%
2015
4.57%2.41%
2014
29.43%28.03%
2013
-0.10%1.55%
2012
17.28%17.60%
2011
6.73%7.51%
2010
26.29%27.08%
2009
27.27%31.26%
2008
-34.66%-39.55%
2007
-17.38%-14.66%
2006
33.81%33.58%
2005
7.25%11.51%
2004
31.08%32.02%
2003
35.47%36.80%
2002
3.12%4.54%
2001
5.41%10.00%
2000
28.84%27.02%
1999
-2.45%-2.76%
1998
-12.33%-15.59%
1997
24.74%22.21%
1996
38.30%34.46%
1995
16.83%14.08%
1994
N/A-0.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.79%N/AN/AN/A
20234.85%2.75%-7.79%16.76%
2022-6.54%-16.54%-8.42%4.82%
20215.81%12.92%1.39%17.26%
2020-22.22%11.94%1.88%8.80%
201917.24%1.49%8.30%-0.38%
2018-6.49%7.69%0.32%-8.17%
20171.17%2.44%0.25%1.37%
20165.47%6.48%-2.53%-3.86%
20153.95%-9.37%2.82%7.96%
20149.98%6.75%-3.53%14.28%
20136.59%-2.03%-4.12%-0.24%
201210.67%3.94%-0.02%1.97%
20115.08%3.19%-14.43%15.02%
201010.15%-4.49%12.36%6.84%
2009-27.10%24.07%28.41%9.57%
2008-0.33%-2.27%7.57%-37.64%
20072.29%-10.72%3.88%-12.91%
200613.81%-0.77%8.35%9.36%
2005-6.53%10.26%1.80%2.22%
200410.60%-3.98%6.89%15.47%
20030.25%11.81%9.87%10.01%
20026.49%4.20%-9.86%3.10%
2001-4.02%10.35%-5.05%4.82%
20003.02%10.85%8.61%3.88%
1999-3.05%9.00%-8.05%0.38%
19981.06%-5.35%-8.27%-0.10%
19974.01%4.15%13.50%1.45%
19962.12%4.61%9.40%18.34%
1995-2.05%5.95%4.76%7.46%
1994-2.24%2.71%N/AN/A

Rank in category (by total return)

YTD61
1-month63
3-month60
1-year66
3-year6
5-year16

Load adjusted returns

1-year8.00%
3-year0.95%
5-year4.45%
10-year5.78%