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Columbia Large Cap Growth Opportunity Fund (NFECX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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3.7300+0.0100 (+0.27%)
As of 09:01PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return23.92%
5-year average return12.90%
Number of years up18
Number of years down7
Best 1-yr total return (7 Dec 2023)39.46%
Worst 1-yr total return (7 Dec 2023)N/A
Best 3-yr total return39.46%
Worst 3-yr total return-3.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNFECXCategory
YTD22.92%12.38%
1-month12.46%5.09%
3-month3.35%10.28%
1-year14.91%41.70%
3-year2.04%22.56%
5-year11.56%21.98%
10-year10.35%15.99%
Last bull market36.80%25.99%
Last bear market-19.71%-17.29%

Annual total return (%) history

Year
NFECXCategory
2023
N/AN/A
2022
-30.10%N/A
2021
18.18%N/A
2020
39.46%35.86%
2019
34.89%31.90%
2018
-5.05%-2.09%
2017
26.58%27.67%
2016
0.55%3.23%
2015
1.86%3.60%
2014
10.86%10.00%
2013
36.62%33.92%
2012
10.96%15.34%
2011
-3.38%-2.46%
2010
17.62%15.53%
2009
29.32%35.68%
2008
-40.23%-40.67%
2007
12.31%13.35%
2006
7.56%7.05%
2005
8.73%6.71%
2004
9.84%7.81%
2003
30.36%28.66%
2002
-16.30%-27.64%
2001
-19.74%-22.30%
2000
-17.91%-13.05%
1999
52.59%38.87%
1998
49.14%34.55%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20239.97%7.25%-4.79%N/A
2022-11.79%-19.71%-6.56%5.61%
20212.31%9.54%-0.39%5.86%
2020-13.74%28.14%12.91%11.74%
201916.34%4.68%-0.25%11.03%
20182.38%4.32%8.27%-17.90%
20179.12%6.64%4.55%4.06%
2016-3.85%-0.01%5.88%-1.22%
20152.42%1.12%-9.02%8.09%
2014-1.44%6.48%3.94%1.64%
201311.09%4.08%6.21%11.24%
201215.89%-5.47%3.36%-2.01%
20114.66%-1.65%-14.55%9.85%
20106.15%-14.04%13.61%13.45%
2009-8.32%14.85%15.33%6.49%
2008-13.87%-0.25%-11.63%-21.26%
2007-0.68%2.34%10.49%-0.00%
20064.12%-4.91%-0.05%8.69%
2005-4.48%2.79%6.24%4.24%
20040.44%-2.42%0.38%11.65%
2003-0.24%14.24%4.06%9.92%
20024.48%-3.51%-14.62%-2.76%
2001-17.94%4.25%-15.11%10.51%
2000-0.49%-8.12%3.18%-12.99%
199911.88%3.21%-0.47%32.77%
199821.30%10.73%-9.09%22.14%

Rank in category (by total return)

YTD75
1-month16
3-month34
1-year76
3-year79
5-year70

Load adjusted returns

1-year13.91%
3-year2.04%
5-year11.56%
10-year10.35%