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Columbia Disciplined Value Inst (CVQZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.88+0.05 (+0.57%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.56%
5-year average return10.63%
Number of years up10
Number of years down3
Best 1-yr total return (27 Jun 2024)33.61%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return33.61%
Worst 3-yr total return3.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCVQZXCategory
YTD9.41%4.44%
1-month2.64%-4.04%
3-month3.11%4.09%
1-year25.17%14.37%
3-year8.47%6.04%
5-year12.47%9.20%
10-year9.16%8.57%
Last bull market27.74%22.97%
Last bear market-10.38%-11.27%

Annual total return (%) history

Year
CVQZXCategory
2024
N/AN/A
2023
15.60%11.63%
2022
-7.03%-5.90%
2021
29.98%26.22%
2020
2.43%2.91%
2019
19.45%25.04%
2018
-9.09%-8.53%
2017
18.09%15.94%
2016
14.01%14.81%
2015
-3.85%-4.05%
2014
15.65%10.21%
2013
33.61%31.21%
2012
16.64%14.57%
2011
3.00%-0.75%
2010
N/A13.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.96%N/AN/AN/A
20233.01%4.83%-1.58%8.77%
2022-0.32%-10.38%-6.27%11.03%
202112.63%4.90%0.72%9.22%
2020-24.89%13.80%3.50%15.79%
20199.30%2.42%0.10%6.60%
2018-2.06%-0.48%7.10%-12.92%
20173.29%1.89%4.98%6.89%
20160.81%2.05%4.03%6.53%
2015-0.41%-0.83%-7.64%5.40%
20143.15%5.23%1.24%5.23%
201311.80%3.77%3.87%10.88%
201211.75%-4.15%7.07%1.71%
20117.83%0.66%-16.23%13.28%
201010.33%N/AN/AN/A

Rank in category (by total return)

YTD22
1-month69
3-month67
1-year30
3-year15
5-year31

Load adjusted returns

1-year25.17%
3-year8.47%
5-year12.47%
10-year9.16%