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Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund (BALGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.40-0.39 (-1.88%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return9.24%
5-Year Average Return0.00%
Number of Years Up5
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)29.10%
Worst 1 Yr Total Return (Feb 3, 2019)-1.25%
Best 3-Yr Total Return29.10%
Worst 3-Yr Total Return11.12%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBALGXCategory
YTD-11.06%12.38%
1-Month-8.95%5.09%
3-Month-8.26%10.28%
1-Year9.06%41.70%
3-Year19.87%22.56%
5-Year18.38%21.98%
10-Year0.00%15.99%
Last Bull Market27.44%25.99%
Last Bear Market-18.55%-17.29%

Annual Total Return (%) History

Year
BALGXCategory
2021
25.67%N/A
2020
29.10%35.86%
2019
27.51%31.90%
2018
-1.25%-2.09%
2017
27.96%27.67%
2016
8.57%3.23%
2015
5.91%3.60%
2014
N/A10.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20213.57%11.79%-0.12%8.67%
2020-16.65%24.24%10.67%12.66%
201914.09%2.35%1.18%7.92%
20181.11%5.02%10.18%-15.60%
20178.75%3.97%5.61%7.15%
20160.41%0.34%5.60%2.05%
20153.63%1.21%-5.14%6.45%
20143.14%4.92%N/AN/A

Rank In Category (By Total Return)

YTD12
1-Month56
3-Month50
1-Year20
3-Year73
5-Year56

Load Adjusted Returns

1-Year26.07%
3-Year17.61%
5-Year20.14%
10-Year17.71%