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Columbia Disciplined Core Fund (CCRZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.55+0.08 (+0.52%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return18.07%
5-Year Average Return14.02%
Number of Years Up11
Number of Years Down2
Best 1 Yr Total Return (Jul 4, 2024)33.87%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return33.87%
Worst 3-Yr Total Return7.16%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCCRZXCategory
YTD16.25%5.31%
1-Month3.87%-4.19%
3-Month3.73%3.90%
1-Year24.87%20.31%
3-Year9.93%6.48%
5-Year14.06%11.78%
10-Year12.18%10.96%
Last Bull Market27.05%25.56%
Last Bear Market-14.98%-15.11%

Annual Total Return (%) History

Year
CCRZXCategory
2024
N/AN/A
2023
24.35%22.32%
2022
-18.75%-16.96%
2021
32.75%26.07%
2020
14.08%15.83%
2019
24.83%28.78%
2018
-3.81%-6.27%
2017
24.45%20.44%
2016
7.90%10.37%
2015
1.13%-1.07%
2014
15.30%10.96%
2013
33.87%31.50%
2012
15.74%14.96%
2011
5.67%-1.27%
2010
N/A14.01%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.07%3.73%N/AN/A
20238.06%7.12%-2.35%10.00%
2022-5.47%-14.98%-5.45%6.92%
20219.15%7.54%0.85%12.15%
2020-19.90%21.41%5.48%11.21%
201912.69%2.09%0.08%8.42%
2018-0.17%3.42%8.23%-13.92%
20176.04%3.03%5.71%7.75%
2016-0.10%0.41%3.93%3.50%
20151.96%-0.10%-6.38%6.06%
20141.29%4.64%2.88%5.73%
20139.41%3.53%6.13%11.36%
201214.24%-3.54%6.70%-1.56%
20116.62%1.03%-12.80%12.50%
201010.38%N/AN/AN/A

Rank In Category (By Total Return)

YTD18
1-Month12
3-Month36
1-Year28
3-Year22
5-Year46

Load Adjusted Returns

1-Year24.87%
3-Year9.93%
5-Year14.06%
10-Year12.18%