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Columbia Dividend Income Fund (GEQAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.29+0.06 (+0.20%)
As of 09:01PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.11%
5-year average return10.69%
Number of years up20
Number of years down4
Best 1-yr total return (7 Dec 2023)28.20%
Worst 1-yr total return (7 Dec 2023)N/A
Best 3-yr total return28.20%
Worst 3-yr total return-1.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGEQAXCategory
YTD5.73%4.44%
1-month6.38%-4.04%
3-month0.46%4.09%
1-year2.18%14.37%
3-year9.08%6.04%
5-year9.72%9.20%
10-year10.03%8.57%
Last bull market36.15%22.97%
Last bear market-9.53%-11.27%

Annual total return (%) history

Year
GEQAXCategory
2023
N/A11.63%
2022
-5.20%-5.90%
2021
25.93%26.22%
2020
7.54%2.91%
2019
27.83%25.04%
2018
-4.63%-8.53%
2017
20.46%15.94%
2016
13.13%14.81%
2015
0.34%-4.05%
2014
12.42%10.21%
2013
28.20%31.21%
2012
10.83%14.57%
2011
6.72%-0.75%
2010
12.60%13.66%
2009
18.25%24.13%
2008
-28.01%-37.09%
2007
6.63%1.42%
2006
19.72%18.15%
2005
6.31%5.95%
2004
14.51%12.97%
2003
20.99%28.44%
2002
-20.64%-18.69%
2001
8.00%-4.99%
2000
22.22%7.87%
1999
0.05%6.72%
1998
N/A12.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-0.24%4.13%-2.27%N/A
2022-2.63%-9.53%-5.29%13.64%
20218.79%5.78%-1.11%10.66%
2020-19.45%13.28%6.16%11.00%
201911.88%4.05%3.07%6.53%
2018-2.04%0.61%7.19%-9.72%
20175.01%2.92%4.29%6.87%
20163.25%3.76%0.96%4.60%
2015-0.45%-0.94%-5.26%7.39%
20141.98%4.02%1.38%4.54%
201311.29%3.29%2.16%9.18%
20128.10%-0.48%4.57%-1.48%
20115.10%0.72%-10.53%12.67%
20104.36%-9.93%10.69%8.23%
2009-11.79%12.23%11.90%6.74%
2008-7.83%-4.07%-5.68%-13.68%
20072.00%5.61%2.04%-3.00%
20063.50%0.40%8.00%6.67%
20050.47%1.05%2.73%1.93%
20042.71%0.50%2.36%8.38%
2003-8.16%18.38%-0.77%12.16%
20021.35%-11.42%-19.80%10.23%
20012.44%5.52%-14.57%16.96%
20007.99%-1.10%4.69%9.30%
19992.21%11.49%-13.65%1.68%
1998-5.82%-11.21%19.97%N/A

Rank in category (by total return)

YTD50
1-month77
3-month47
1-year43
3-year53
5-year20

Load adjusted returns

1-year-3.70%
3-year6.94%
5-year8.43%
10-year9.38%