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Columbia Select Small Cap Value Fund Institutional Class (CSSZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.99+0.84 (+3.34%)
At close: 08:05AM EST

Performance overview

Morningstar return rating★★★
Year-to-date return13.20%
5-year average return6.35%
Number of years up7
Number of years down3
Best 1-yr total return (3 Feb 2019)48.53%
Worst 1-yr total return (3 Feb 2019)-13.32%
Best 3-yr total return48.53%
Worst 3-yr total return3.43%

Trailing returns (%) vs. Benchmarks

ReturnCSSZXCategory
YTD21.44%26.79%
1-month-6.58%-1.77%
3-month-3.45%4.45%
1-year27.95%71.02%
3-year12.37%9.35%
5-year8.59%12.17%
10-year11.96%9.95%
Last bull market31.06%28.07%
Last bear market-27.59%-24.24%

Annual total return (%) history

Year
CSSZXCategory
2021
N/AN/A
2020
9.85%4.02%
2019
19.02%21.43%
2018
-13.32%-15.46%
2017
12.88%8.54%
2016
13.08%25.99%
2015
-3.78%-6.71%
2014
5.64%3.34%
2013
48.53%36.22%
2012
15.78%16.00%
2011
-9.19%-4.45%
2010
N/A26.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202118.93%N/AN/AN/A
2020-35.99%27.33%7.38%25.51%
201913.38%1.63%-3.25%6.77%
20180.87%0.58%4.87%-18.54%
20171.37%3.76%3.95%3.24%
20160.52%-1.72%6.85%7.13%
20157.00%0.00%-13.13%3.52%
20140.87%4.98%-6.42%6.61%
201314.74%5.74%11.45%9.84%
201216.22%-6.80%2.39%4.39%
20118.11%-3.37%-24.82%15.62%
201015.56%N/AN/AN/A

Rank in category (by total return)

YTD56
1-month55
3-month26
1-year55
3-year18
5-year36

Load adjusted returns

1-year68.75%
3-year11.83%
5-year12.89%
10-year10.65%