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Columbia Select Large Cap Equity Inst3 (CLEYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
22.13+0.07 (+0.32%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return24.87%
5-Year Average Return16.01%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Nov 21, 2024)30.01%
Worst 1 Yr Total Return (Nov 21, 2024)N/A
Best 3-Yr Total Return30.01%
Worst 3-Yr Total Return7.89%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCLEYXCategory
YTD19.17%5.31%
1-Month-0.98%-4.19%
3-Month2.62%3.90%
1-Year35.12%20.31%
3-Year8.66%6.48%
5-Year15.53%11.78%
10-Year13.13%10.96%
Last Bull Market24.48%25.56%
Last Bear Market-16.12%-15.11%

Annual Total Return (%) History

Year
CLEYXCategory
2024
N/AN/A
2023
28.45%22.32%
2022
-19.33%-16.96%
2021
30.01%26.07%
2020
19.75%15.83%
2019
28.91%28.78%
2018
-5.39%-6.27%
2017
N/A20.44%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.79%6.29%3.14%N/A
20237.80%10.93%-3.96%11.84%
2022-4.99%-16.12%-5.28%6.89%
20217.77%8.71%-0.80%11.87%
2020-17.54%20.78%7.77%11.58%
201913.27%4.55%0.21%8.63%
2018-0.98%2.93%7.75%-13.85%
20174.41%5.15%6.42%N/A

Rank In Category (By Total Return)

YTD48
1-Month55
3-Month68
1-Year58
3-Year32
5-Year15

Load Adjusted Returns

1-Year35.12%
3-Year8.66%
5-Year15.53%
10-Year13.13%