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Columbia Global Value A (IEVAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.64+0.03 (+0.24%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.37%
5-Year Average Return7.83%
Number of Years Up21
Number of Years Down7
Best 1 Yr Total Return (May 2, 2024)30.59%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return30.59%
Worst 3-Yr Total Return2.34%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIEVAXCategory
YTD4.70%14.38%
1-Month-2.03%-1.21%
3-Month3.58%5.03%
1-Year11.65%39.50%
3-Year4.76%9.11%
5-Year7.67%10.10%
10-Year6.77%7.90%
Last Bull Market19.22%15.53%
Last Bear Market-11.79%-17.52%

Annual Total Return (%) History

Year
IEVAXCategory
2024
N/AN/A
2023
11.98%N/A
2022
-8.39%N/A
2021
20.40%N/A
2020
3.69%2.50%
2019
24.51%20.73%
2018
-9.54%-10.41%
2017
21.92%18.90%
2016
6.43%9.24%
2015
-5.87%-3.06%
2014
6.99%3.61%
2013
30.59%25.36%
2012
15.50%14.28%
2011
-6.22%-3.44%
2010
14.25%11.90%
2009
28.26%29.76%
2008
-39.42%-36.88%
2007
6.81%7.10%
2006
20.27%19.86%
2005
11.78%9.79%
2004
14.77%16.15%
2003
32.32%35.24%
2002
-25.99%-14.35%
2001
-4.40%-6.11%
2000
0.35%2.36%
1999
10.48%28.41%
1998
9.30%9.10%
1997
24.15%20.15%
1996
21.79%18.76%
1995
N/A22.77%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.87%N/AN/AN/A
20232.47%3.51%-3.49%9.39%
2022-3.11%-11.79%-5.16%13.02%
20219.37%3.94%-1.53%7.55%
2020-25.88%16.96%2.71%16.44%
201911.34%3.23%-0.50%8.87%
2018-1.67%-0.52%5.20%-12.09%
20174.77%4.80%5.54%5.21%
2016-2.10%0.21%4.20%4.12%
20150.02%0.87%-10.62%4.39%
20141.68%5.31%-0.33%0.25%
201311.43%3.49%4.19%8.69%
201213.83%-4.98%5.43%1.28%
20116.06%-0.99%-19.16%10.48%
20104.76%-13.90%13.01%12.08%
2009-10.14%14.68%17.57%5.86%
2008-10.02%-0.85%-10.77%-23.90%
20070.51%9.12%1.12%-3.70%
20068.26%-0.61%4.18%7.30%
2005-0.24%1.58%6.65%3.43%
20042.26%0.65%0.82%10.60%
2003-6.72%20.48%2.23%15.17%
20020.89%-13.05%-23.06%9.64%
2001-3.64%6.29%-13.92%8.44%
2000-0.55%-6.09%7.06%0.37%
19992.81%9.65%-9.78%8.61%
199810.92%-3.51%-12.25%16.37%
19973.06%12.34%6.37%0.82%
19965.98%2.35%3.27%8.73%
19956.12%6.28%5.61%N/A

Rank In Category (By Total Return)

YTD23
1-Month13
3-Month46
1-Year47
3-Year60
5-Year46

Load Adjusted Returns

1-Year5.23%
3-Year2.71%
5-Year6.41%
10-Year6.14%