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Columbia Select Mid Cap Value Adv (CFDRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.29+0.07 (+0.46%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.63%
5-Year Average Return10.76%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jun 17, 2024)35.44%
Worst 1 Yr Total Return (Jun 17, 2024)N/A
Best 3-Yr Total Return35.44%
Worst 3-Yr Total Return4.03%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCFDRXCategory
YTD8.51%21.28%
1-Month2.93%-1.96%
3-Month5.04%4.90%
1-Year25.11%55.83%
3-Year5.93%11.08%
5-Year12.35%11.93%
10-Year8.52%10.64%
Last Bull Market29.76%25.54%
Last Bear Market-13.79%-22.08%

Annual Total Return (%) History

Year
CFDRXCategory
2024
N/AN/A
2023
10.50%N/A
2022
-9.14%N/A
2021
32.19%N/A
2020
6.85%2.63%
2019
31.62%25.18%
2018
-13.23%-12.86%
2017
13.54%13.22%
2016
14.27%18.06%
2015
-4.97%-5.41%
2014
12.36%9.31%
2013
35.44%35.14%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.24%N/AN/AN/A
20230.57%4.18%-6.49%12.80%
2022-2.44%-13.79%-3.36%11.77%
202113.46%4.65%-1.76%13.32%
2020-32.82%18.89%9.04%22.69%
201916.40%3.88%1.98%6.73%
2018-2.73%1.99%3.19%-15.25%
20173.58%1.79%1.96%5.63%
20160.99%3.49%3.40%5.74%
20151.56%-1.71%-7.39%2.80%
20145.06%5.83%-2.24%3.38%
201312.48%2.71%5.98%10.63%

Rank In Category (By Total Return)

YTD18
1-Month67
3-Month21
1-Year37
3-Year33
5-Year30

Load Adjusted Returns

1-Year25.11%
3-Year5.93%
5-Year12.35%
10-Year8.52%