Canada markets close in 2 hours 8 minutes

Columbia Large Cap Index Inst2 (CLXRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
58.38+0.51 (+0.88%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.38%
5-Year Average Return15.05%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (Mar 26, 2024)32.13%
Worst 1 Yr Total Return (Mar 26, 2024)N/A
Best 3-Yr Total Return32.13%
Worst 3-Yr Total Return7.47%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCLXRXCategory
YTD7.07%14.84%
1-Month5.32%1.65%
3-Month11.92%7.55%
1-Year30.20%40.47%
3-Year11.72%16.77%
5-Year14.55%16.15%
10-Year12.48%13.21%
Last Bull Market39.85%24.09%
Last Bear Market-16.14%-17.61%

Annual Total Return (%) History

Year
CLXRXCategory
2023
26.04%N/A
2022
-18.20%N/A
2021
28.45%N/A
2020
18.14%15.83%
2019
31.22%28.78%
2018
-4.60%-6.27%
2017
21.59%20.44%
2016
11.76%10.37%
2015
1.21%-1.07%
2014
13.46%10.96%
2013
32.13%31.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20237.43%8.72%-3.34%11.65%
2022-4.64%-16.14%-4.94%7.60%
20216.11%8.50%0.53%10.98%
2020-19.64%20.46%8.87%12.09%
201913.58%4.25%1.65%9.01%
2018-0.81%3.36%7.67%-13.57%
20175.99%3.05%4.43%6.61%
20161.31%2.41%3.80%3.78%
20150.89%0.22%-6.45%7.00%
20141.77%5.18%1.06%4.88%
201310.58%2.84%5.20%10.45%

Rank In Category (By Total Return)

YTD37
1-Month43
3-Month51
1-Year28
3-Year27
5-Year26

Load Adjusted Returns

1-Year30.20%
3-Year11.72%
5-Year14.55%
10-Year12.48%