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Columbia Small Cap Index Inst3 (CSPYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.05-0.03 (-0.12%)
At close: 06:05PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.29%
5-Year Average Return8.63%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (May 15, 2024)26.34%
Worst 1 Yr Total Return (May 15, 2024)N/A
Best 3-Yr Total Return26.34%
Worst 3-Yr Total Return5.57%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCSPYXCategory
YTD-3.36%20.19%
1-Month-5.64%0.02%
3-Month0.66%4.36%
1-Year12.35%60.18%
3-Year-0.55%11.32%
5-Year6.85%13.88%
10-Year8.25%11.19%
Last Bull Market25.05%27.98%
Last Bear Market-14.17%-24.08%

Annual Total Return (%) History

Year
CSPYXCategory
2024
N/AN/A
2023
15.82%N/A
2022
-16.27%N/A
2021
26.34%N/A
2020
11.22%10.99%
2019
22.60%23.75%
2018
-8.71%-12.72%
2017
N/A12.28%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.42%N/AN/AN/A
20232.50%3.34%-5.00%15.09%
2022-5.69%-14.17%-5.22%9.14%
202118.03%4.46%-2.93%5.55%
2020-32.65%22.01%3.12%31.25%
201911.61%1.84%-0.27%8.16%
20180.49%8.73%4.64%-20.15%
20171.70%5.93%3.90%N/A

Rank In Category (By Total Return)

YTD86
1-Month28
3-Month80
1-Year68
3-Year62
5-Year60

Load Adjusted Returns

1-Year12.35%
3-Year-0.55%
5-Year6.85%
10-Year8.25%