Canada markets closed

Columbia Small Cap Growth Adv (CHHRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
27.88-0.10 (-0.36%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.69%
5-Year Average Return10.92%
Number of Years Up7
Number of Years Down4
Best 1 Yr Total Return (May 16, 2024)70.23%
Worst 1 Yr Total Return (May 16, 2024)N/A
Best 3-Yr Total Return70.23%
Worst 3-Yr Total Return-8.03%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCHHRXCategory
YTD6.14%12.40%
1-Month-6.51%3.37%
3-Month8.07%4.88%
1-Year21.29%55.69%
3-Year-7.97%19.34%
5-Year9.35%20.72%
10-Year11.97%13.98%
Last Bull Market33.25%27.85%
Last Bear Market-26.50%-24.06%

Annual Total Return (%) History

Year
CHHRXCategory
2024
N/AN/A
2023
26.16%N/A
2022
-36.62%N/A
2021
-2.70%N/A
2020
70.23%38.62%
2019
40.92%27.68%
2018
-2.06%-5.76%
2017
28.70%21.50%
2016
12.77%11.20%
2015
4.06%-2.41%
2014
-5.40%2.44%
2013
40.35%40.91%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.54%N/AN/AN/A
202310.86%9.06%-5.15%10.00%
2022-17.68%-26.50%1.39%3.32%
20212.33%5.79%-3.29%-7.05%
2020-18.74%47.69%10.69%28.14%
201922.56%8.98%-3.97%9.86%
20182.81%6.18%11.24%-19.35%
20176.65%6.85%7.27%5.28%
2016-2.95%4.16%8.15%3.16%
20158.10%4.36%-9.85%2.33%
2014-1.13%-5.27%-7.88%9.64%
201312.02%2.65%15.84%5.36%

Rank In Category (By Total Return)

YTD11
1-Month52
3-Month6
1-Year9
3-Year72
5-Year18

Load Adjusted Returns

1-Year21.29%
3-Year-7.97%
5-Year9.35%
10-Year11.97%