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Columbia Large Cap Enhanced Core R (CCERX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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27.74-0.10 (-0.36%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.18%
5-Year Average Return14.07%
Number of Years Up13
Number of Years Down4
Best 1 Yr Total Return (May 21, 2024)34.37%
Worst 1 Yr Total Return (May 21, 2024)N/A
Best 3-Yr Total Return34.37%
Worst 3-Yr Total Return7.46%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCCERXCategory
YTD5.57%5.31%
1-Month-4.94%-4.19%
3-Month3.46%3.90%
1-Year21.07%20.31%
3-Year8.20%6.48%
5-Year12.13%11.78%
10-Year11.41%10.96%
Last Bull Market25.69%25.56%
Last Bear Market-15.38%-15.11%

Annual Total Return (%) History

Year
CCERXCategory
2024
N/AN/A
2023
25.61%22.32%
2022
-17.42%-16.96%
2021
30.76%26.07%
2020
14.94%15.83%
2019
25.15%28.78%
2018
-5.30%-6.27%
2017
23.77%20.44%
2016
9.30%10.37%
2015
-0.56%-1.07%
2014
14.69%10.96%
2013
34.37%31.50%
2012
15.52%14.96%
2011
4.13%-1.27%
2010
12.76%14.01%
2009
23.36%28.17%
2008
-36.84%-37.79%
2007
3.53%6.16%
2006
N/A14.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.06%N/AN/AN/A
20238.23%7.87%-2.59%10.45%
2022-3.63%-15.38%-5.43%7.07%
20217.74%8.11%0.51%11.69%
2020-20.46%21.47%7.30%10.87%
201912.60%1.81%0.21%8.94%
2018-0.49%2.85%7.92%-14.26%
20175.76%3.18%5.53%7.48%
20160.19%1.10%4.07%3.68%
20151.17%-0.59%-6.94%6.25%
20141.44%5.03%2.45%5.07%
201310.26%3.57%5.22%11.82%
201213.32%-3.14%6.78%-1.43%
20116.72%0.83%-13.51%11.88%
20104.72%-11.08%10.35%9.74%
2009-12.06%15.48%14.59%6.01%
2008-11.01%-2.52%-7.36%-21.41%
20070.27%6.03%1.25%-3.82%
2006-2.33%6.28%7.13%N/A

Rank In Category (By Total Return)

YTD52
1-Month83
3-Month67
1-Year56
3-Year20
5-Year52

Load Adjusted Returns

1-Year21.07%
3-Year8.20%
5-Year12.13%
10-Year11.41%