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Columbia Disciplined Growth C (RDLCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.91+0.04 (+0.41%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return23.26%
5-Year Average Return16.62%
Number of Years Up13
Number of Years Down3
Best 1 Yr Total Return (Jul 11, 2024)39.63%
Worst 1 Yr Total Return (Jul 11, 2024)N/A
Best 3-Yr Total Return39.63%
Worst 3-Yr Total Return5.62%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRDLCXCategory
YTD19.53%12.38%
1-Month5.60%5.09%
3-Month6.66%10.28%
1-Year29.67%41.70%
3-Year10.62%22.56%
5-Year16.58%21.98%
10-Year13.79%15.99%
Last Bull Market29.45%25.99%
Last Bear Market-19.33%-17.29%

Annual Total Return (%) History

Year
RDLCXCategory
2024
N/AN/A
2023
39.63%N/A
2022
-28.38%N/A
2021
28.92%N/A
2020
27.60%35.86%
2019
27.34%31.90%
2018
-4.77%-2.09%
2017
28.18%27.67%
2016
4.35%3.23%
2015
6.08%3.60%
2014
15.02%10.00%
2013
33.96%33.92%
2012
12.77%15.34%
2011
0.87%-2.46%
2010
14.81%15.53%
2009
34.46%35.68%
2008
-41.21%-40.67%
2007
N/A13.35%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.06%6.66%N/AN/A
202314.68%12.23%-3.80%12.77%
2022-8.44%-19.33%-4.60%1.63%
20214.03%9.44%0.09%13.13%
2020-16.65%26.49%8.88%11.15%
201913.72%2.27%0.00%9.49%
2018-0.11%5.26%8.19%-16.29%
20178.58%3.60%6.28%7.22%
2016-1.37%-1.14%5.75%1.20%
20154.31%-1.12%-4.97%8.22%
20140.72%6.18%2.24%5.19%
20138.17%2.56%8.31%11.49%
201215.84%-4.29%5.45%-3.55%
20115.42%1.42%-14.46%10.29%
20106.28%-12.88%11.53%11.18%
2009-4.90%15.10%14.66%7.13%
2008-11.92%1.58%-15.87%-21.90%
20072.38%-2.20%N/AN/A

Rank In Category (By Total Return)

YTD44
1-Month49
3-Month38
1-Year55
3-Year14
5-Year34

Load Adjusted Returns

1-Year28.67%
3-Year10.62%
5-Year16.58%
10-Year13.79%