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Columbia Large Cap Growth R (CGWRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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67.66-0.48 (-0.70%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return21.76%
5-Year Average Return17.60%
Number of Years Up10
Number of Years Down3
Best 1 Yr Total Return (Jun 27, 2024)43.18%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return43.18%
Worst 3-Yr Total Return5.12%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCGWRXCategory
YTD14.05%12.38%
1-Month6.79%5.09%
3-Month4.19%10.28%
1-Year33.63%41.70%
3-Year8.82%22.56%
5-Year17.79%21.98%
10-Year14.24%15.99%
Last Bull Market27.62%25.99%
Last Bear Market-22.15%-17.29%

Annual Total Return (%) History

Year
CGWRXCategory
2024
N/AN/A
2023
43.18%N/A
2022
-32.36%N/A
2021
28.41%N/A
2020
33.72%35.86%
2019
35.48%31.90%
2018
-4.41%-2.09%
2017
27.34%27.67%
2016
0.57%3.23%
2015
8.58%3.60%
2014
13.61%10.00%
2013
29.90%33.92%
2012
19.75%15.34%
2011
-3.27%-2.46%
2010
N/A15.53%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.03%N/AN/AN/A
202313.48%15.22%-4.49%14.64%
2022-10.05%-22.15%-5.38%2.09%
20214.11%12.76%0.03%9.34%
2020-13.00%26.27%9.10%11.57%
201916.43%4.77%-0.12%11.19%
20182.61%4.45%8.36%-17.69%
20179.44%6.65%4.68%4.23%
2016-4.06%0.13%6.14%-1.36%
20156.81%1.50%-8.14%9.03%
20140.60%5.17%1.02%6.29%
20138.21%1.06%8.53%9.45%
201217.08%-4.07%8.04%-1.32%
20116.97%-0.32%-15.94%7.92%
201012.60%N/AN/AN/A

Rank In Category (By Total Return)

YTD32
1-Month13
3-Month17
1-Year35
3-Year31
5-Year21

Load Adjusted Returns

1-Year33.63%
3-Year8.82%
5-Year17.79%
10-Year14.24%