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Columbia Small/Mid Cap Value Fund Class A (AMVAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.63+0.13 (+1.73%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return12.85%
5-Year Average Return5.31%
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)39.57%
Worst 1 Yr Total Return (Feb 3, 2019)-44.30%
Best 3-Yr Total Return39.57%
Worst 3-Yr Total Return-10.43%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnAMVAXCategory
YTD-16.70%26.79%
1-Month0.79%-1.77%
3-Month22.88%4.45%
1-Year-12.67%71.02%
3-Year-2.15%9.35%
5-Year0.49%12.17%
10-Year7.96%9.95%
Last Bull Market26.17%28.07%
Last Bear Market-25.38%-24.24%

Annual Total Return (%) History

Year
AMVAXCategory
2020
N/A4.02%
2019
23.30%21.43%
2018
-16.69%-15.46%
2017
12.73%8.54%
2016
17.28%25.99%
2015
-6.40%-6.71%
2014
6.55%3.34%
2013
34.78%36.22%
2012
18.20%16.00%
2011
-8.33%-4.45%
2010
22.69%26.17%
2009
39.57%31.32%
2008
-44.30%-32.24%
2007
10.26%-6.08%
2006
17.00%16.27%
2005
16.67%6.40%
2004
23.80%21.14%
2003
47.69%42.38%
2002
N/A-10.12%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-32.21%22.88%N/AN/A
201916.20%1.22%-1.20%6.12%
2018-1.18%2.40%1.17%-18.62%
20173.25%-0.30%5.92%3.38%
20160.12%1.19%5.87%9.35%
20154.81%-1.40%-10.83%1.57%
20143.14%3.42%-5.98%6.25%
201313.21%4.17%5.20%8.64%
201213.18%-5.02%4.79%4.95%
20117.12%-0.83%-22.97%12.03%
20107.75%-12.81%14.52%14.03%
2009-11.11%21.15%22.02%6.21%
2008-11.00%0.24%-13.66%-27.69%
20074.50%10.33%-0.98%-3.43%
20068.59%-0.11%0.33%7.50%
20051.31%3.23%7.27%3.99%
20046.42%1.36%1.34%13.25%
2003-8.77%27.27%6.73%19.17%
2002-10.07%-19.80%5.79%N/A

Rank In Category (By Total Return)

YTD10
1-Month92
3-Month36
1-Year17
3-Year14
5-Year31

Load Adjusted Returns

1-Year-17.69%
3-Year-4.06%
5-Year-0.69%
10-Year7.33%