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Columbia Select Small Cap Value Inst2 (SSVIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.32-0.28 (-1.19%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.73%
5-Year Average Return7.87%
Number of Years Up15
Number of Years Down7
Best 1 Yr Total Return (Jun 30, 2024)48.68%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return48.68%
Worst 3-Yr Total Return3.51%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSSVIXCategory
YTD5.24%26.79%
1-Month3.96%-1.77%
3-Month5.43%4.45%
1-Year20.97%71.02%
3-Year1.21%9.35%
5-Year9.77%12.17%
10-Year6.85%9.95%
Last Bull Market24.99%28.07%
Last Bear Market-16.00%-24.24%

Annual Total Return (%) History

Year
SSVIXCategory
2024
N/AN/A
2023
12.78%N/A
2022
-15.11%N/A
2021
31.55%N/A
2020
9.92%4.02%
2019
19.12%21.43%
2018
-13.27%-15.46%
2017
12.93%8.54%
2016
13.22%25.99%
2015
-3.62%-6.71%
2014
5.83%3.34%
2013
48.68%36.22%
2012
15.88%16.00%
2011
-9.02%-4.45%
2010
27.42%26.17%
2009
37.35%31.32%
2008
-40.82%-32.24%
2007
6.84%-6.08%
2006
22.11%16.27%
2005
-2.56%6.40%
2004
21.23%21.14%
2003
49.90%42.38%
2002
-16.94%-10.12%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.73%N/AN/AN/A
20232.67%4.75%-5.32%10.76%
2022-4.63%-16.00%-2.44%8.61%
202118.97%5.28%-1.40%6.53%
2020-35.97%27.31%7.39%25.55%
201913.42%1.60%-3.20%6.79%
20180.91%0.62%4.85%-18.53%
20171.35%3.77%4.00%3.24%
20160.52%-1.71%6.89%7.21%
20157.05%0.00%-13.08%3.59%
20140.95%5.04%-6.38%6.61%
201314.76%5.83%11.46%9.84%
201216.33%-6.73%2.38%4.31%
20118.11%-3.32%-24.80%15.75%
20109.44%-11.02%13.23%15.56%
2009-16.26%29.85%19.30%5.87%
2008-15.08%-0.99%-10.29%-21.55%
20072.85%8.89%0.61%-5.17%
200614.25%-6.43%0.68%13.45%
2005-5.15%-1.79%0.19%4.41%
20047.11%1.16%-2.29%14.51%
2003-5.38%25.27%8.30%16.77%
20026.62%-7.10%-20.66%5.69%

Rank In Category (By Total Return)

YTD20
1-Month65
3-Month12
1-Year74
3-Year76
5-Year68

Load Adjusted Returns

1-Year20.97%
3-Year1.21%
5-Year9.77%
10-Year6.85%