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Columbia Small Cap Value II Inst2 (CRRRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.50+0.04 (+0.26%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.02%
5-Year Average Return8.94%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jun 30, 2024)40.31%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return40.31%
Worst 3-Yr Total Return3.28%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCRRRXCategory
YTD4.71%26.79%
1-Month4.71%-1.77%
3-Month4.71%4.45%
1-Year22.95%71.02%
3-Year2.83%9.35%
5-Year11.15%12.17%
10-Year7.85%9.95%
Last Bull Market24.81%28.07%
Last Bear Market-15.04%-24.24%

Annual Total Return (%) History

Year
CRRRXCategory
2024
N/AN/A
2023
14.27%N/A
2022
-13.53%N/A
2021
34.22%N/A
2020
10.33%4.02%
2019
20.77%21.43%
2018
-17.33%-15.46%
2017
11.06%8.54%
2016
23.85%25.99%
2015
-2.73%-6.71%
2014
4.78%3.34%
2013
40.31%36.22%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.76%N/AN/AN/A
20231.16%4.09%-3.83%12.84%
2022-2.68%-15.04%-4.78%9.82%
202120.35%5.57%-1.44%7.18%
2020-35.63%22.69%4.14%34.15%
201913.66%2.03%-2.87%7.23%
2018-2.66%4.58%1.31%-19.85%
20170.71%0.77%5.81%3.43%
20160.64%2.23%7.27%12.21%
20153.97%0.37%-8.91%2.33%
20142.29%2.85%-6.79%6.85%
201314.03%2.71%10.23%8.68%

Rank In Category (By Total Return)

YTD28
1-Month41
3-Month18
1-Year58
3-Year54
5-Year39

Load Adjusted Returns

1-Year22.95%
3-Year2.83%
5-Year11.15%
10-Year7.85%