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Columbia Global Technology Growth Inst3 (CGTUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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80.43+1.78 (+2.26%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.35%
5-Year Average Return18.84%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)57.01%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return57.01%
Worst 3-Yr Total Return6.61%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCGTUXCategory
YTD8.61%12.31%
1-Month-4.96%6.23%
3-Month4.17%8.63%
1-Year42.19%53.90%
3-Year8.68%27.50%
5-Year18.29%28.80%
10-Year19.98%18.74%
Last Bull Market35.49%24.03%
Last Bear Market-23.57%-20.41%

Annual Total Return (%) History

Year
CGTUXCategory
2024
N/AN/A
2023
57.01%N/A
2022
-34.49%N/A
2021
23.31%N/A
2020
50.01%55.91%
2019
42.56%37.49%
2018
-1.00%-3.21%
2017
43.51%35.35%
2016
N/A10.84%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202414.27%N/AN/AN/A
202321.38%15.44%-4.01%16.73%
2022-11.23%-23.57%-5.73%2.42%
20212.27%10.26%-0.82%10.27%
2020-12.54%31.83%11.67%16.50%
201919.73%5.19%0.72%12.40%
20186.65%5.18%6.84%-17.40%
201714.35%5.86%10.64%7.15%
20161.04%13.14%0.21%N/A

Rank In Category (By Total Return)

YTD19
1-Month35
3-Month30
1-Year26
3-Year16
5-Year23

Load Adjusted Returns

1-Year42.19%
3-Year8.68%
5-Year18.29%
10-Year19.98%