Canada markets closed

Columbia Large Cap Value A (INDZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
16.20+0.01 (+0.06%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.26%
5-Year Average Return9.68%
Number of Years Up25
Number of Years Down8
Best 1 Yr Total Return (Apr 29, 2024)30.69%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return30.69%
Worst 3-Yr Total Return5.90%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnINDZXCategory
YTD10.25%17.52%
1-Month5.64%-0.87%
3-Month10.25%5.51%
1-Year21.38%42.88%
3-Year8.44%11.93%
5-Year11.34%12.07%
10-Year9.35%10.95%
Last Bull Market40.94%23.18%
Last Bear Market-10.77%-17.87%

Annual Total Return (%) History

Year
INDZXCategory
2024
N/AN/A
2023
9.55%N/A
2022
-5.28%N/A
2021
23.70%N/A
2020
5.34%2.91%
2019
29.82%25.04%
2018
-11.18%-8.53%
2017
16.65%15.94%
2016
14.63%14.81%
2015
-2.26%-4.05%
2014
11.61%10.21%
2013
30.69%31.21%
2012
14.80%14.57%
2011
-5.28%-0.75%
2010
16.12%13.66%
2009
26.89%24.13%
2008
-40.41%-37.09%
2007
7.99%1.42%
2006
19.66%18.15%
2005
13.33%5.95%
2004
18.23%12.97%
2003
41.89%28.44%
2002
-18.39%-18.69%
2001
2.69%-4.99%
2000
-1.76%7.87%
1999
9.18%6.72%
1998
11.82%12.00%
1997
20.08%26.61%
1996
18.67%20.08%
1995
23.75%32.39%
1994
-2.44%-0.70%
1993
24.98%13.61%
1992
14.47%10.21%
1991
25.85%28.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.25%N/AN/AN/A
2023-0.49%2.99%-1.53%8.55%
2022-0.31%-10.77%-6.11%13.42%
202110.97%4.77%-1.95%8.52%
2020-26.40%15.43%6.54%16.39%
201913.10%4.40%1.79%8.02%
2018-3.02%-0.12%4.92%-12.61%
20173.72%2.42%3.87%5.72%
2016-0.38%4.22%3.43%6.75%
2015-0.75%1.31%-7.97%5.63%
20142.56%4.90%-0.30%4.06%
201311.13%3.08%3.71%10.01%
201211.75%-3.48%4.89%1.47%
20115.86%-1.13%-18.47%11.01%
20105.21%-12.61%12.64%12.14%
2009-12.69%16.07%17.68%6.40%
2008-10.75%-2.02%-10.78%-23.62%
20070.96%10.69%0.59%-3.93%
20068.20%0.32%2.43%7.61%
2005-0.49%2.13%8.08%3.17%
20042.68%1.69%0.11%13.11%
2003-6.26%22.66%4.79%17.76%
20024.68%-9.88%-21.13%9.69%
2001-1.03%6.65%-11.87%10.38%
2000-1.78%-4.87%5.21%-0.07%
19991.49%11.01%-9.86%7.51%
199811.10%-2.40%-10.66%15.42%
19971.49%9.64%6.86%0.98%
19964.05%2.04%3.72%7.76%
19954.29%5.02%6.37%6.23%
1994-1.62%-0.79%4.10%-3.98%
19939.25%4.13%5.05%4.57%
19923.04%4.73%1.36%4.65%
19919.60%3.37%5.42%5.37%

Rank In Category (By Total Return)

YTD26
1-Month27
3-Month26
1-Year45
3-Year60
5-Year41

Load Adjusted Returns

1-Year14.40%
3-Year6.32%
5-Year10.03%
10-Year8.71%