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Columbia Select Large Cap Value Adv (CSERX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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34.76+0.24 (+0.70%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.38%
5-Year Average Return10.63%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (May 5, 2024)38.13%
Worst 1 Yr Total Return (May 5, 2024)N/A
Best 3-Yr Total Return38.13%
Worst 3-Yr Total Return5.88%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCSERXCategory
YTD5.44%17.52%
1-Month-2.87%-0.87%
3-Month5.93%5.51%
1-Year12.78%42.88%
3-Year5.48%11.93%
5-Year9.99%12.07%
10-Year9.45%10.95%
Last Bull Market21.45%23.18%
Last Bear Market-13.26%-17.87%

Annual Total Return (%) History

Year
CSERXCategory
2024
N/AN/A
2023
5.75%N/A
2022
-0.81%N/A
2021
26.65%N/A
2020
6.41%2.91%
2019
26.88%25.04%
2018
-12.08%-8.53%
2017
20.37%15.94%
2016
20.66%14.81%
2015
-5.60%-4.05%
2014
11.09%10.21%
2013
38.13%31.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.56%N/AN/AN/A
2023-1.42%3.39%-5.00%9.22%
20223.23%-13.26%-3.88%15.25%
202114.86%5.48%-3.70%8.56%
2020-29.14%19.92%6.31%17.79%
201911.32%3.34%-0.41%10.75%
2018-3.77%1.81%5.41%-14.87%
20173.67%2.29%5.23%7.87%
20160.05%4.09%5.59%9.73%
2015-0.59%0.68%-11.45%6.52%
20143.00%3.84%0.81%3.03%
201313.67%3.69%5.46%11.12%

Rank In Category (By Total Return)

YTD28
1-Month14
3-Month13
1-Year63
3-Year65
5-Year35

Load Adjusted Returns

1-Year12.78%
3-Year5.48%
5-Year9.99%
10-Year9.45%