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Columbia Disciplined Growth Inst3 (CGQYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.66+0.01 (+0.09%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return20.08%
5-Year Average Return18.34%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 13, 2024)41.29%
Worst 1 Yr Total Return (Jun 13, 2024)N/A
Best 3-Yr Total Return41.29%
Worst 3-Yr Total Return6.75%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCGQYXCategory
YTD13.59%12.38%
1-Month6.57%5.09%
3-Month3.37%10.28%
1-Year33.35%41.70%
3-Year11.70%22.56%
5-Year18.12%21.98%
10-Year14.61%15.99%
Last Bull Market29.97%25.99%
Last Bear Market-19.07%-17.29%

Annual Total Return (%) History

Year
CGQYXCategory
2024
N/AN/A
2023
41.29%N/A
2022
-27.60%N/A
2021
30.32%N/A
2020
28.92%35.86%
2019
28.73%31.90%
2018
-3.63%-2.09%
2017
29.69%27.67%
2016
5.48%3.23%
2015
N/A3.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.36%N/AN/AN/A
202314.99%12.56%-3.51%13.13%
2022-8.13%-19.07%-4.45%1.91%
20214.38%9.72%0.41%13.33%
2020-16.35%26.78%9.21%11.32%
201914.11%2.43%0.32%9.79%
20180.21%5.49%8.50%-15.97%
20178.93%3.99%6.60%7.40%
2016-1.08%-0.85%5.98%1.47%
2015-4.77%8.62%N/AN/A

Rank In Category (By Total Return)

YTD37
1-Month17
3-Month31
1-Year39
3-Year4
5-Year18

Load Adjusted Returns

1-Year33.35%
3-Year11.70%
5-Year18.12%
10-Year14.61%