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Columbia Select Small Cap Value R (SSVRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.69+0.14 (+0.85%)
As of 08:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.01%
5-year average return6.28%
Number of years up14
Number of years down6
Best 1-yr total return (18 Apr 2024)47.80%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return47.80%
Worst 3-yr total return2.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSSVRXCategory
YTD5.63%26.79%
1-month5.89%-1.77%
3-month5.63%4.45%
1-year15.57%71.02%
3-year3.34%9.35%
5-year8.48%12.17%
10-year6.35%9.95%
Last bull market54.38%28.07%
Last bear market-16.11%-24.24%

Annual total return (%) history

Year
SSVRXCategory
2024
N/AN/A
2023
12.12%N/A
2022
-15.53%N/A
2021
31.15%N/A
2020
9.48%4.02%
2019
18.42%21.43%
2018
-13.79%-15.46%
2017
12.33%8.54%
2016
12.48%25.99%
2015
-4.22%-6.71%
2014
5.11%3.34%
2013
47.80%36.22%
2012
15.19%16.00%
2011
-9.69%-4.45%
2010
26.48%26.17%
2009
36.01%31.32%
2008
-41.32%-32.24%
2007
5.83%-6.08%
2006
21.27%16.27%
2005
-3.39%6.40%
2004
20.15%21.14%
2003
N/A42.38%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.63%N/AN/AN/A
20232.48%4.65%-5.48%10.61%
2022-4.80%-16.11%-2.50%8.48%
202118.91%5.18%-1.46%6.42%
2020-36.06%27.22%7.29%25.45%
201913.22%1.50%-3.34%6.61%
20180.71%0.47%4.74%-18.65%
20171.22%3.61%3.87%3.11%
20160.37%-1.89%6.72%7.03%
20156.87%-0.15%-13.22%3.42%
20140.78%4.87%-6.58%6.46%
201314.61%5.67%11.29%9.65%
201216.13%-6.91%2.29%4.17%
20117.94%-3.44%-24.94%15.43%
20109.23%-11.12%12.93%15.36%
2009-16.63%29.72%19.04%5.65%
2008-15.22%-1.20%-10.50%-21.72%
20072.62%8.73%0.32%-5.46%
200613.99%-6.58%0.52%13.29%
2005-5.38%-1.96%0.00%4.14%
20046.85%0.92%-2.46%14.24%
20038.19%16.53%N/AN/A

Rank in category (by total return)

YTD34
1-month17
3-month34
1-year80
3-year83
5-year77

Load adjusted returns

1-year15.57%
3-year3.34%
5-year8.48%
10-year6.35%