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Columbia Select Large Cap Value Inst (CSVZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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33.93+0.12 (+0.35%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.25%
5-Year Average Return10.44%
Number of Years Up9
Number of Years Down4
Best 1 Yr Total Return (May 1, 2024)38.06%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return38.06%
Worst 3-Yr Total Return5.89%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCSVZXCategory
YTD8.55%17.52%
1-Month6.70%-0.87%
3-Month8.55%5.51%
1-Year16.43%42.88%
3-Year7.88%11.93%
5-Year11.83%12.07%
10-Year9.73%10.95%
Last Bull Market43.89%23.18%
Last Bear Market-13.26%-17.87%

Annual Total Return (%) History

Year
CSVZXCategory
2024
N/AN/A
2023
5.75%N/A
2022
-0.83%N/A
2021
26.64%N/A
2020
6.43%2.91%
2019
26.90%25.04%
2018
-12.09%-8.53%
2017
20.36%15.94%
2016
20.66%14.81%
2015
-5.58%-4.05%
2014
11.07%10.21%
2013
38.06%31.21%
2012
17.84%14.57%
2011
-0.68%-0.75%
2010
N/A13.66%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.55%N/AN/AN/A
2023-1.41%3.34%-4.96%9.21%
20223.22%-13.26%-3.88%15.24%
202114.82%5.50%-3.70%8.56%
2020-29.12%19.89%6.31%17.80%
201911.34%3.34%-0.46%10.79%
2018-3.75%1.80%5.40%-14.88%
20173.67%2.28%5.25%7.85%
20160.00%4.14%5.60%9.72%
2015-0.55%0.68%-11.45%6.49%
20142.99%3.84%0.82%3.02%
201313.62%3.67%5.52%11.07%
201215.61%-8.24%6.05%4.75%
201110.02%-2.83%-19.18%14.95%
201012.55%N/AN/AN/A

Rank In Category (By Total Return)

YTD55
1-Month7
3-Month55
1-Year77
3-Year72
5-Year32

Load Adjusted Returns

1-Year16.43%
3-Year7.88%
5-Year11.83%
10-Year9.73%