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Columbia Disciplined Value A (RLCAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.69+0.01 (+0.12%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.08%
5-year average return9.97%
Number of years up12
Number of years down3
Best 1-yr total return (2 Jul 2024)33.36%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return33.36%
Worst 3-yr total return3.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRLCAXCategory
YTD8.46%4.44%
1-month-0.68%-4.04%
3-month-3.96%4.09%
1-year15.96%14.37%
3-year8.41%6.04%
5-year10.36%9.20%
10-year8.54%8.57%
Last bull market27.67%22.97%
Last bear market-10.43%-11.27%

Annual total return (%) history

Year
RLCAXCategory
2024
N/AN/A
2023
15.31%11.63%
2022
-7.26%-5.90%
2021
29.65%26.22%
2020
2.12%2.91%
2019
19.24%25.04%
2018
-9.32%-8.53%
2017
17.75%15.94%
2016
13.87%14.81%
2015
-4.14%-4.05%
2014
15.25%10.21%
2013
33.36%31.21%
2012
16.30%14.57%
2011
2.83%-0.75%
2010
17.53%13.66%
2009
20.26%24.13%
2008
N/A-37.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.94%-3.96%N/AN/A
20232.93%4.78%-1.60%8.66%
2022-0.44%-10.43%-6.25%10.93%
202112.55%4.86%0.64%9.16%
2020-25.03%13.81%3.41%15.72%
20199.27%2.33%0.00%6.63%
2018-2.08%-0.58%7.07%-13.01%
20173.10%1.81%5.02%6.81%
20160.81%1.96%3.95%6.57%
2015-0.52%-0.84%-7.70%5.28%
20142.94%5.27%1.15%5.14%
201311.72%3.67%3.90%10.82%
201211.49%-4.04%6.97%1.63%
20117.72%0.66%-16.32%13.32%
20107.94%-10.62%10.53%10.21%
2009-16.74%17.41%18.96%3.41%
2008-26.24%N/AN/AN/A

Rank in category (by total return)

YTD33
1-month56
3-month91
1-year39
3-year19
5-year41

Load adjusted returns

1-year9.29%
3-year6.29%
5-year9.07%
10-year7.90%