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Columbia Disciplined Core Fund (AQEAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.84-0.12 (-0.86%)
At close: 06:46PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.97%
5-Year Average Return11.88%
Number of Years Up17
Number of Years Down3
Best 1 Yr Total Return (Apr 17, 2024)33.53%
Worst 1 Yr Total Return (Apr 17, 2024)N/A
Best 3-Yr Total Return33.53%
Worst 3-Yr Total Return6.87%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAQEAXCategory
YTD12.03%14.84%
1-Month4.35%1.65%
3-Month12.03%7.55%
1-Year28.57%40.47%
3-Year10.98%16.77%
5-Year13.41%16.15%
10-Year11.98%13.21%
Last Bull Market45.18%24.09%
Last Bear Market-14.96%-17.61%

Annual Total Return (%) History

Year
AQEAXCategory
2024
N/AN/A
2023
24.10%N/A
2022
-18.98%N/A
2021
32.34%N/A
2020
13.83%15.83%
2019
24.47%28.78%
2018
-3.99%-6.27%
2017
24.07%20.44%
2016
7.68%10.37%
2015
0.87%-1.07%
2014
14.98%10.96%
2013
33.53%31.50%
2012
15.50%14.96%
2011
5.51%-1.27%
2010
15.14%14.01%
2009
21.42%28.17%
2008
-38.74%-37.79%
2007
5.27%6.16%
2006
16.47%14.17%
2005
6.20%5.88%
2004
9.96%10.02%
2003
N/A27.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.03%N/AN/AN/A
20238.14%6.93%-2.37%9.93%
2022-5.52%-14.96%-5.58%6.80%
20219.05%7.45%0.86%11.98%
2020-19.93%21.23%5.44%11.22%
201912.56%2.01%0.08%8.31%
2018-0.17%3.27%8.20%-13.94%
20175.87%3.05%5.65%7.64%
2016-0.21%0.42%3.84%3.48%
20151.87%-0.10%-6.42%5.92%
20141.30%4.54%2.78%5.63%
20139.29%3.54%6.02%11.30%
201214.29%-3.70%6.73%-1.67%
20116.65%1.04%-12.86%12.37%
20105.50%-11.22%11.74%10.02%
2009-13.65%14.66%15.99%5.72%
2008-11.29%-2.61%-8.88%-22.19%
20070.43%6.99%0.93%-2.94%
20065.63%-2.19%5.07%7.29%
2005-1.55%1.42%5.43%0.88%
20041.99%1.30%-3.04%9.78%
20031.28%11.83%N/AN/A

Rank In Category (By Total Return)

YTD15
1-Month12
3-Month15
1-Year52
3-Year34
5-Year64

Load Adjusted Returns

1-Year21.18%
3-Year8.81%
5-Year12.08%
10-Year11.32%