Canada markets closed

Columbia Disciplined Value C (RDCCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
8.29+0.05 (+0.61%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.29%
5-Year Average Return9.21%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)32.20%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return32.20%
Worst 3-Yr Total Return2.59%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRDCCXCategory
YTD6.25%17.52%
1-Month-5.66%-0.87%
3-Month4.62%5.51%
1-Year17.03%42.88%
3-Year7.45%11.93%
5-Year8.97%12.07%
10-Year7.99%10.95%
Last Bull Market27.11%23.18%
Last Bear Market-10.62%-17.87%

Annual Total Return (%) History

Year
RDCCXCategory
2024
N/AN/A
2023
14.42%N/A
2022
-7.93%N/A
2021
28.70%N/A
2020
1.36%2.91%
2019
18.22%25.04%
2018
-9.89%-8.53%
2017
16.87%15.94%
2016
12.88%14.81%
2015
-4.77%-4.05%
2014
14.35%10.21%
2013
32.20%31.21%
2012
15.57%14.57%
2011
1.84%-0.75%
2010
16.73%13.66%
2009
19.30%24.13%
2008
N/A-37.09%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.63%N/AN/AN/A
20232.64%4.73%-1.81%8.41%
2022-0.57%-10.62%-6.51%10.81%
202112.36%4.62%0.47%8.97%
2020-25.17%13.63%3.26%15.44%
20199.02%2.18%-0.21%6.36%
2018-2.22%-0.79%6.87%-13.08%
20173.06%1.54%4.84%6.52%
20160.59%1.76%3.81%6.23%
2015-0.64%-1.07%-7.77%5.03%
20142.88%4.92%0.96%4.93%
201311.46%3.47%3.60%10.64%
201211.34%-4.38%6.95%1.50%
20117.24%0.54%-16.56%13.20%
20107.72%-10.81%10.22%10.24%
2009-17.01%17.27%18.71%3.27%
2008-26.31%N/AN/AN/A

Rank In Category (By Total Return)

YTD19
1-Month94
3-Month34
1-Year32
3-Year25
5-Year56

Load Adjusted Returns

1-Year16.03%
3-Year7.45%
5-Year8.97%
10-Year7.99%