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Columbia Acorn USA Inst3 (CUSYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.80+0.03 (+0.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.56%
5-year average return3.62%
Number of years up7
Number of years down3
Best 1-yr total return (20 Apr 2023)32.89%
Worst 1-yr total return (20 Apr 2023)N/A
Best 3-yr total return32.89%
Worst 3-yr total return-3.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCUSYXCategory
YTD9.56%12.40%
1-month1.03%3.37%
3-month3.60%4.88%
1-year-4.90%55.69%
3-year8.87%19.34%
5-year3.62%20.72%
10-year8.21%13.98%
Last bull market38.78%27.85%
Last bear market-23.94%-24.06%

Annual total return (%) history

Year
CUSYXCategory
2023
N/AN/A
2022
-33.56%N/A
2021
9.09%N/A
2020
24.16%38.62%
2019
31.45%27.68%
2018
-1.86%-5.76%
2017
19.60%21.50%
2016
13.18%11.20%
2015
-1.23%-2.41%
2014
3.76%2.44%
2013
32.89%40.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202310.21%N/AN/AN/A
2022-16.63%-23.94%1.17%3.56%
20215.78%3.92%-1.93%1.19%
2020-26.97%26.68%6.30%26.24%
201916.92%2.49%-2.78%12.83%
20183.85%11.17%4.74%-18.84%
20175.35%5.84%4.53%2.62%
2016-6.00%7.48%4.75%6.95%
20155.16%2.06%-10.27%2.56%
20140.68%2.08%-6.33%7.78%
201310.52%0.92%11.52%6.84%

Rank in category (by total return)

YTD8
1-month10
3-month8
1-year56
3-year90
5-year87

Load adjusted returns

1-year-12.18%
3-year10.74%
5-year4.26%
10-year7.88%