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Columbia Disciplined Core Inst3 (CCQYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.33-0.02 (-0.13%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return16.31%
5-Year Average Return14.13%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)32.89%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return32.89%
Worst 3-Yr Total Return7.22%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCCQYXCategory
YTD11.99%5.31%
1-Month5.05%-4.19%
3-Month4.24%3.90%
1-Year28.49%20.31%
3-Year9.28%6.48%
5-Year14.77%11.78%
10-Year11.94%10.96%
Last Bull Market27.07%25.56%
Last Bear Market-14.96%-15.11%

Annual Total Return (%) History

Year
CCQYXCategory
2024
N/AN/A
2023
24.39%22.32%
2022
-18.73%-16.96%
2021
32.89%26.07%
2020
14.14%15.83%
2019
24.91%28.78%
2018
-3.73%-6.27%
2017
24.54%20.44%
2016
8.12%10.37%
2015
N/A-1.07%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.14%N/AN/AN/A
20238.14%7.03%-2.27%9.96%
2022-5.46%-14.96%-5.52%6.99%
20219.22%7.45%0.98%12.13%
2020-19.88%21.39%5.47%11.27%
201912.77%2.00%0.16%8.42%
2018-0.08%3.33%8.31%-13.90%
20176.04%3.03%5.79%7.75%
2016-0.10%0.52%3.92%3.61%
2015-6.37%6.00%N/AN/A

Rank In Category (By Total Return)

YTD22
1-Month22
3-Month21
1-Year30
3-Year27
5-Year50

Load Adjusted Returns

1-Year28.49%
3-Year9.28%
5-Year14.77%
10-Year11.94%