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Columbia Select Small Cap Value Inst (CSSZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.66+0.36 (+1.61%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.66%
5-year average return7.00%
Number of years up9
Number of years down4
Best 1-yr total return (22 Apr 2024)48.53%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return48.53%
Worst 3-yr total return3.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCSSZXCategory
YTD5.74%26.79%
1-month5.93%-1.77%
3-month5.74%4.45%
1-year16.08%71.02%
3-year3.78%9.35%
5-year8.92%12.17%
10-year6.84%9.95%
Last bull market54.59%28.07%
Last bear market-16.03%-24.24%

Annual total return (%) history

Year
CSSZXCategory
2024
N/AN/A
2023
12.70%N/A
2022
-15.18%N/A
2021
31.50%N/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
20245.74%N/AN/AN/A
20232.67%4.69%-5.32%10.75%
2022-4.67%-16.03%-2.43%8.60%
202118.93%5.28%-1.39%6.51%
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)

YTD32
1-month15
3-month32
1-year78
3-year77
5-year69

Load adjusted returns

1-year16.08%
3-year3.78%
5-year8.92%
10-year6.84%