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Columbia Large Cap Index Inst3 (CLPYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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55.40+0.27 (+0.49%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.47%
5-Year Average Return14.78%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (May 13, 2024)31.24%
Worst 1 Yr Total Return (May 13, 2024)N/A
Best 3-Yr Total Return31.24%
Worst 3-Yr Total Return7.46%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCLPYXCategory
YTD5.96%14.84%
1-Month-4.10%1.65%
3-Month4.24%7.55%
1-Year22.42%40.47%
3-Year7.88%16.77%
5-Year12.98%16.15%
10-Year12.19%13.21%
Last Bull Market26.02%24.09%
Last Bear Market-16.13%-17.61%

Annual Total Return (%) History

Year
CLPYXCategory
2024
N/AN/A
2023
26.06%N/A
2022
-18.22%N/A
2021
28.47%N/A
2020
18.13%15.83%
2019
31.24%28.78%
2018
-4.59%-6.27%
2017
N/A20.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.49%N/AN/AN/A
20237.46%8.70%-3.33%11.64%
2022-4.65%-16.13%-4.95%7.58%
20216.13%8.51%0.52%10.98%
2020-19.65%20.48%8.87%12.08%
201913.61%4.24%1.66%9.00%
2018-0.79%3.38%7.65%-13.58%
20173.04%4.44%6.58%N/A

Rank In Category (By Total Return)

YTD40
1-Month39
3-Month41
1-Year42
3-Year26
5-Year28

Load Adjusted Returns

1-Year22.42%
3-Year7.88%
5-Year12.98%
10-Year12.19%