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Columbia Select Global Equity Inst (CGEZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend9M
20.29+0.22 (+1.10%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return16.42%
5-Year Average Return12.03%
Number of Years Up9
Number of Years Down4
Best 1 Yr Total Return (Oct 30, 2024)35.30%
Worst 1 Yr Total Return (Oct 30, 2024)N/A
Best 3-Yr Total Return35.30%
Worst 3-Yr Total Return0.75%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCGEZXCategory
YTD18.79%9.95%
1-Month0.99%2.98%
3-Month1.99%8.22%
1-Year34.79%40.81%
3-Year4.75%19.17%
5-Year12.83%18.49%
10-Year11.67%11.83%
Last Bull Market29.37%21.12%
Last Bear Market-17.96%-20.34%

Annual Total Return (%) History

Year
CGEZXCategory
2024
N/AN/A
2023
24.80%N/A
2022
-27.97%N/A
2021
23.62%N/A
2020
26.82%32.67%
2019
35.30%30.40%
2018
-1.19%-7.79%
2017
32.57%30.22%
2016
-0.50%2.42%
2015
1.65%1.26%
2014
1.11%2.65%
2013
27.63%26.44%
2012
16.04%18.01%
2011
-9.31%-6.80%
2010
N/A15.68%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.01%3.99%1.99%N/A
20239.02%6.36%-5.14%13.46%
2022-13.49%-17.96%-6.40%8.42%
20211.98%11.52%0.99%7.63%
2020-13.10%20.61%10.11%9.89%
201914.27%7.42%0.92%9.22%
20182.99%2.61%4.87%-10.83%
201711.93%9.12%3.23%5.14%
20160.91%2.09%4.49%-7.57%
20151.94%0.51%-7.19%6.88%
2014-0.93%3.95%-2.30%0.49%
20137.57%0.36%7.74%9.72%
201215.07%-8.04%6.06%3.38%
20114.58%1.03%-20.25%7.64%
20108.43%N/AN/AN/A

Rank In Category (By Total Return)

YTD36
1-Month72
3-Month90
1-Year35
3-Year45
5-Year37

Load Adjusted Returns

1-Year34.79%
3-Year4.75%
5-Year12.83%
10-Year11.67%