LSE - Delayed Quote GBP
CT US Smaller Companies C Inc (0P0000WJEX.L)
2.4640
+0.0060
+(0.24%)
At close: January 22 at 8:00:00 PM GMT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.71% |
| 5y Average Return | 12.39% |
| Number of Years Up | 10 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Jan 22, 2025) | 41.19% |
| Worst 1Y Total Return (Jan 22, 2025) | -- |
| Best 3Y Total Return | 41.19% |
| Worst 3Y Total Return | 4.80% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000WJEX.L
Category
- YTD
- 19.02%
- 0.00%
- 1-Month
- -6.37%
- 0.00%
- 3-Month
- 10.00%
- 0.00%
- 1-Year
- 19.02%
- 0.00%
- 3-Year
- 7.36%
- 0.00%
- 5-Year
- 11.36%
- 0.00%
- 10-Year
- 11.51%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000WJEX.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.61% | -1.36% | 3.86% | 10.00% |
| 2023 | 1.21% | 2.50% | -0.15% | 7.94% |
| 2022 | -4.81% | -9.26% | 6.49% | 1.10% |
| 2021 | 15.69% | 3.86% | 3.95% | 4.52% |
| 2020 | -28.68% | 21.66% | 0.38% | 21.73% |
| 2019 | 10.70% | 3.07% | 2.98% | 0.22% |
| 2018 | -4.41% | 14.48% | 5.28% | -15.33% |
| 2017 | -2.80% | -1.31% | 0.56% | 3.88% |
| 2016 | 2.23% | 7.69% | 10.92% | 15.62% |
| 2015 | 9.37% | -3.92% | -7.86% | 10.25% |
| 2014 | -0.96% | 2.50% | -0.80% | 9.15% |
| 2013 | 23.85% | -1.24% | 2.47% | 5.95% |
| 2012 | 2.75% | -1.34% | 4.89% | 3.58% |
| 2011 | 3.58% | -0.25% | -13.52% | 13.88% |
| 2010 | 16.42% | -9.93% | 0.35% | 18.07% |
| 2009 | -10.64% | 18.22% | 22.34% | -0.52% |
| 2008 | -7.74% | 1.86% | 8.50% | -6.98% |
| 2007 | 1.00% | 3.88% | -9.14% | -6.69% |
| 2006 | 7.94% | -9.61% | -1.07% | -0.09% |
| 2005 | 2.95% | 12.40% | 2.56% | 6.74% |
| 2004 | 0.60% | 1.89% | 0.33% | 4.60% |
| 2003 | -2.31% | 17.07% | 6.94% | 9.80% |
| 2002 | 5.67% | -19.12% | -17.29% | -1.05% |
| 2001 | -6.06% | 14.92% | -24.65% | 29.81% |
| 2000 | 0.38% | 3.37% | 2.67% | -3.61% |
| 1999 | 2.71% | 12.39% | -11.47% | 14.58% |
| 1998 | 7.29% | 0.49% | -18.27% | 12.12% |
| 1997 | 5.78% | 8.69% | 15.49% | -0.02% |
| 1996 | 5.75% | 5.24% | 3.07% | -5.34% |
| 1995 | 2.17% | 10.94% | 13.16% | 3.93% |
| 1994 | 3.24% | -7.19% | 3.06% | 0.81% |
| 1993 | 13.69% | 6.77% | 14.35% | -0.03% |
| 1992 | 13.63% | -13.78% | 13.10% | 35.27% |
| 1991 | 40.34% | 5.88% | 4.34% | 0.58% |
| 1990 | 0.37% | -0.65% | -21.59% | 5.30% |
| 1989 | 15.49% | 26.88% | 6.60% | 8.26% |
| 1988 | 6.80% | 18.55% | 8.44% | -4.63% |
| 1987 | 10.12% | -2.13% | 6.12% | -37.82% |
| 1986 | 9.88% | 3.13% | -9.64% | -0.29% |
| 1985 | 6.69% | 2.98% | -10.35% | 13.41% |
| 1984 | -3.85% | 12.00% | 11.28% | 1.01% |
| 1983 | 6.24% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 19 |
| 1-Month | 53 |
| 3-Month | 18 |
| 1-Year | 19 |
| 3-Year | 9 |
| 5-Year | 20 |
Load Adjusted Returns
| 1-Year | 19.02% |
| 3-Year | 7.36% |
| 5-Year | 11.36% |
| 10-Year | 11.51% |
Performance & Risk
| YTD Return | 6.71% |
| 5y Average Return | 12.39% |
| Rank in Category (ytd) | 19 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.90 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Columbia Threadneedle Fund Management Limited |
| Net Assets | 70.16M |
| YTD Return | 19.02% |
| Yield | 0.14% |
| Morningstar Rating | |
| Inception Date | Sep 06, 2012 |
Fund Summary
null
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