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Columbia Select Small Cap Value Adv (CSPRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.32-0.22 (-0.93%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.47%
5-Year Average Return8.51%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jun 11, 2024)48.51%
Worst 1 Yr Total Return (Jun 11, 2024)N/A
Best 3-Yr Total Return48.51%
Worst 3-Yr Total Return3.42%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCSPRXCategory
YTD5.23%26.79%
1-Month3.95%-1.77%
3-Month5.42%4.45%
1-Year20.85%71.02%
3-Year1.15%9.35%
5-Year9.69%12.17%
10-Year6.75%9.95%
Last Bull Market24.97%28.07%
Last Bear Market-16.01%-24.24%

Annual Total Return (%) History

Year
CSPRXCategory
2024
N/AN/A
2023
12.64%N/A
2022
-15.16%N/A
2021
31.51%N/A
2020
9.83%4.02%
2019
19.06%21.43%
2018
-13.35%-15.46%
2017
12.90%8.54%
2016
13.06%25.99%
2015
-3.78%-6.71%
2014
5.66%3.34%
2013
48.51%36.22%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.76%N/AN/AN/A
20232.62%4.74%-5.35%10.72%
2022-4.69%-16.01%-2.43%8.63%
202118.93%5.27%-1.40%6.54%
2020-35.98%27.33%7.32%25.54%
201913.39%1.60%-3.20%6.76%
20180.86%0.57%4.89%-18.56%
20171.35%3.76%3.99%3.24%
20160.52%-1.75%6.86%7.13%
20156.96%0.00%-13.10%3.53%
20140.90%5.01%-6.43%6.58%
201314.77%5.73%11.48%9.78%

Rank In Category (By Total Return)

YTD20
1-Month65
3-Month12
1-Year74
3-Year77
5-Year69

Load Adjusted Returns

1-Year20.85%
3-Year1.15%
5-Year9.69%
10-Year6.75%