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Columbia Large Cap Growth Opp Adv (CSFRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.65+0.11 (+0.56%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.09%
5-Year Average Return14.38%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (May 13, 2024)40.83%
Worst 1 Yr Total Return (May 13, 2024)N/A
Best 3-Yr Total Return40.83%
Worst 3-Yr Total Return3.46%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCSFRXCategory
YTD3.25%12.38%
1-Month-4.91%5.09%
3-Month1.02%10.28%
1-Year23.41%41.70%
3-Year1.47%22.56%
5-Year12.44%21.98%
10-Year12.47%15.99%
Last Bull Market29.44%25.99%
Last Bear Market-19.53%-17.29%

Annual Total Return (%) History

Year
CSFRXCategory
2024
N/AN/A
2023
31.55%N/A
2022
-29.47%N/A
2021
19.35%N/A
2020
40.83%35.86%
2019
36.30%31.90%
2018
-4.12%-2.09%
2017
27.88%27.67%
2016
1.47%3.23%
2015
2.90%3.60%
2014
11.95%10.00%
2013
38.07%33.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.58%N/AN/AN/A
202310.49%7.47%-4.69%16.24%
2022-11.53%-19.53%-6.16%5.58%
20212.53%9.83%-0.07%6.06%
2020-13.51%28.44%13.22%11.97%
201916.70%4.92%-0.05%11.37%
20182.63%4.58%8.59%-17.74%
20179.42%6.89%4.80%4.33%
2016-3.70%0.23%6.19%-1.01%
20152.67%1.33%-8.79%8.43%
2014-1.25%6.72%4.26%1.88%
201311.33%4.38%6.49%11.58%

Rank In Category (By Total Return)

YTD85
1-Month61
3-Month92
1-Year79
3-Year80
5-Year60

Load Adjusted Returns

1-Year23.41%
3-Year1.47%
5-Year12.44%
10-Year12.47%