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Columbia Acorn Adv (CEARX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.320.00 (0.00%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.88%
5-Year Average Return5.54%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (May 30, 2024)30.85%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return30.85%
Worst 3-Yr Total Return-4.17%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCEARXCategory
YTD2.36%10.80%
1-Month-6.62%4.43%
3-Month4.03%7.00%
1-Year14.74%48.17%
3-Year-5.11%21.26%
5-Year4.04%20.18%
10-Year7.01%14.07%
Last Bull Market33.06%27.14%
Last Bear Market-23.53%-21.26%

Annual Total Return (%) History

Year
CEARXCategory
2024
N/AN/A
2023
21.89%N/A
2022
-33.79%N/A
2021
9.03%N/A
2020
29.44%39.26%
2019
26.58%32.52%
2018
-5.00%-6.65%
2017
25.19%23.91%
2016
10.32%6.03%
2015
-1.75%-0.95%
2014
0.81%7.00%
2013
30.85%34.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.61%N/AN/AN/A
202310.07%5.60%-5.13%10.53%
2022-17.50%-23.53%1.40%3.51%
20211.98%5.82%-1.58%2.66%
2020-21.33%28.42%9.35%17.17%
201916.51%3.97%-3.73%8.54%
20183.67%6.46%7.21%-19.72%
20176.76%5.25%5.11%6.00%
2016-2.72%2.56%6.74%3.59%
20153.97%2.49%-9.81%2.23%
20140.00%2.62%-5.44%3.88%
20139.81%0.63%10.38%7.28%

Rank In Category (By Total Return)

YTD51
1-Month68
3-Month35
1-Year67
3-Year75
5-Year93

Load Adjusted Returns

1-Year14.74%
3-Year-5.11%
5-Year4.04%
10-Year7.01%