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Columbia Disciplined Growth A (RDLAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.43+0.10 (+0.88%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return23.57%
5-Year Average Return17.72%
Number of Years Up13
Number of Years Down3
Best 1 Yr Total Return (Jul 4, 2024)40.78%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return40.78%
Worst 3-Yr Total Return6.41%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRDLAXCategory
YTD20.00%12.38%
1-Month5.71%5.09%
3-Month6.94%10.28%
1-Year30.79%41.70%
3-Year11.46%22.56%
5-Year17.47%21.98%
10-Year14.65%15.99%
Last Bull Market29.82%25.99%
Last Bear Market-19.17%-17.29%

Annual Total Return (%) History

Year
RDLAXCategory
2024
N/AN/A
2023
40.78%N/A
2022
-27.86%N/A
2021
29.92%N/A
2020
28.56%35.86%
2019
28.26%31.90%
2018
-4.03%-2.09%
2017
29.20%27.67%
2016
5.01%3.23%
2015
6.85%3.60%
2014
15.90%10.00%
2013
35.13%33.92%
2012
13.54%15.34%
2011
1.54%-2.46%
2010
15.85%15.53%
2009
35.40%35.68%
2008
-40.77%-40.67%
2007
N/A13.35%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.22%6.94%N/AN/A
202314.80%12.52%-3.56%13.02%
2022-8.24%-19.17%-4.49%1.85%
20214.21%9.72%0.25%13.35%
2020-16.41%26.66%9.14%11.27%
201914.03%2.37%0.22%9.64%
20180.11%5.48%8.35%-16.12%
20178.81%3.82%6.50%7.38%
2016-1.21%-0.98%5.95%1.33%
20154.44%-0.98%-4.74%8.45%
20140.82%6.43%2.41%5.47%
20138.33%2.88%8.41%11.83%
201216.07%-4.23%5.73%-3.39%
20115.60%1.52%-14.29%10.51%
20106.49%-12.78%11.83%11.54%
2009-4.71%15.37%14.85%7.24%
2008-11.78%1.68%-15.56%-21.80%
20072.68%-2.01%N/AN/A

Rank In Category (By Total Return)

YTD41
1-Month47
3-Month36
1-Year48
3-Year6
5-Year23

Load Adjusted Returns

1-Year23.27%
3-Year9.29%
5-Year16.09%
10-Year13.97%