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Columbia Convertible Securities Adv (COVRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.02-0.03 (-0.15%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.00%
5-Year Average Return8.77%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Apr 16, 2024)48.24%
Worst 1 Yr Total Return (Apr 16, 2024)N/A
Best 3-Yr Total Return48.24%
Worst 3-Yr Total Return-1.99%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCOVRXCategory
YTD1.81%4.62%
1-Month2.01%1.90%
3-Month1.81%2.89%
1-Year9.89%35.52%
3-Year-2.11%18.94%
5-Year9.93%16.35%
10-Year8.61%10.69%
Last Bull Market27.64%13.19%
Last Bear Market-16.40%-16.08%

Annual Total Return (%) History

Year
COVRXCategory
2024
N/AN/A
2023
12.22%N/A
2022
-19.41%N/A
2021
4.12%N/A
2020
48.24%39.91%
2019
26.45%21.48%
2018
-0.74%-2.11%
2017
15.39%12.18%
2016
11.52%7.68%
2015
-4.36%-3.67%
2014
8.70%6.37%
2013
24.46%21.66%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.81%N/AN/AN/A
20233.97%4.69%-3.52%6.86%
2022-5.28%-16.40%-0.10%1.87%
20212.19%3.60%-1.23%-0.43%
2020-13.00%26.00%13.29%19.37%
201911.93%5.30%-0.25%7.55%
20182.42%2.69%3.75%-9.04%
20175.19%3.04%4.91%1.48%
2016-3.11%4.63%7.77%2.08%
20153.63%0.23%-8.06%0.16%
20144.48%5.38%-1.67%0.41%
20137.82%2.72%6.91%5.10%

Rank In Category (By Total Return)

YTD75
1-Month58
3-Month75
1-Year39
3-Year55
5-Year26

Load Adjusted Returns

1-Year9.89%
3-Year-2.11%
5-Year9.93%
10-Year8.61%