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Nasdaq - Delayed Quote USD

Columbia Select Mid Cap Growth Fund (CBSTX)

20.32
+0.14
+(0.69%)
At close: December 8 at 8:01:09 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 18.21%
5y Average Return 10.39%
Number of Years Up 16
Number of Years Down 4
Best 1Y Total Return (Dec 8, 2023) 43.45%
Worst 1Y Total Return (Dec 8, 2023) --
Best 3Y Total Return 43.45%
Worst 3Y Total Return 1.22%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CBSTX
Category
YTD
17.51%
10.80%
1-Month
11.85%
4.43%
3-Month
-0.20%
7.00%
1-Year
10.87%
48.17%
3-Year
-0.56%
21.26%
5-Year
9.01%
20.18%
10-Year
8.78%
14.07%
Last Bull Market
36.90%
27.14%
Last Bear Market
-22.92%
-21.26%

Annual Total Return (%) History

Year
CBSTX
Category
2023
--
--
2022
-31.40%
--
2021
16.21%
--
2020
34.91%
39.26%
2019
34.82%
32.52%
2018
-5.44%
-6.65%
2017
22.61%
23.91%
2016
1.88%
6.03%

2015
4.97%
-0.95%
2014
6.96%
7.00%
2013
30.79%
34.93%
2012
10.70%
14.07%
2011
-4.72%
-3.96%
2010
29.49%
24.61%
2009
43.45%
39.11%
2008
-44.17%
-43.77%
2007
19.71%
15.09%
2006
11.61%
9.00%
2005
16.05%
9.84%
2004
6.87%
13.23%
2003
29.95%
35.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 11.11% 8.01% -7.22% --
2022 -15.92% -22.92% 1.42% 4.37%
2021 2.50% 10.01% -1.16% 4.27%
2020 -19.17% 28.90% 11.62% 16.00%
2019 18.52% 6.37% -2.43% 9.60%
2018 1.10% 5.97% 5.70% -16.50%
2017 7.25% 4.07% 4.67% 4.96%
2016 -1.87% -0.12% 4.52% -0.55%
2015 6.49% 1.43% -7.65% 5.24%
2014 0.89% 2.54% -0.54% 3.95%

2013 9.10% 1.39% 10.62% 6.89%
2012 15.21% -7.00% 4.52% -1.16%
2011 9.21% 1.98% -21.28% 8.68%
2010 7.68% -9.64% 16.41% 14.32%
2009 -2.29% 15.75% 19.11% 6.48%
2008 -11.99% 9.90% -20.57% -27.32%
2007 4.67% 6.97% 5.33% 1.51%
2006 10.58% -5.07% -0.81% 7.19%
2005 -2.68% 4.00% 9.62% 4.59%
2004 0.83% -1.39% -7.12% 15.72%
2003 -1.69% 15.96% 1.78% 12.00%

Rank in Category (By Total Return)

YTD 15
1-Month 27
3-Month 28
1-Year 13
3-Year 52
5-Year 45

Load Adjusted Returns

1-Year 4.49%
3-Year -2.50%
5-Year 7.73%
10-Year 8.14%

Performance & Risk

YTD Return 18.21%
5y Average Return 10.39%
Rank in Category (ytd) 15
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Columbia Threadneedle
Net Assets 1.5B
YTD Return 17.51%
Yield 0.00%
Morningstar Rating
Inception Date Oct 13, 2003

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of companies that have market capitalizations in the range of the companies in the Russell Midcap Index. It invests typically in common stocks of companies believed to have the potential for long-term, above-average earnings growth but may invest in companies for their short, medium or long-term prospects.

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