Nasdaq - Delayed Quote USD
Columbia Disciplined Core Fund (CCRZX)
14.77
+0.01
+(0.07%)
As of 8:09:13 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -1.55% |
| 5y Average Return | 16.14% |
| Number of Years Up | 12 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 15, 2025) | 33.87% |
| Worst 1Y Total Return (May 15, 2025) | -- |
| Best 3Y Total Return | 33.87% |
| Worst 3Y Total Return | 7.16% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CCRZX
Category
- YTD
- -7.74%
- 5.31%
- 1-Month
- -1.65%
- -4.19%
- 3-Month
- -9.92%
- 3.90%
- 1-Year
- 9.12%
- 20.31%
- 3-Year
- 10.17%
- 6.48%
- 5-Year
- 14.40%
- 11.78%
- 10-Year
- 10.99%
- 10.96%
- Last Bull Market
- 21.88%
- 25.56%
- Last Bear Market
- -14.98%
- -15.11%
Annual Total Return (%) History
Year
CCRZX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -6.19% | -- | -- | -- |
| 2024 | 12.07% | 3.73% | 5.49% | 2.75% |
| 2023 | 8.06% | 7.12% | -2.35% | 10.00% |
| 2022 | -5.47% | -14.98% | -5.45% | 6.92% |
| 2021 | 9.15% | 7.54% | 0.85% | 12.15% |
| 2020 | -19.90% | 21.41% | 5.48% | 11.21% |
| 2019 | 12.69% | 2.09% | 0.08% | 8.42% |
| 2018 | -0.17% | 3.42% | 8.23% | -13.92% |
| 2017 | 6.04% | 3.03% | 5.71% | 7.75% |
| 2016 | -0.10% | 0.41% | 3.93% | 3.50% |
| 2015 | 1.96% | -0.10% | -6.38% | 6.06% |
| 2014 | 1.29% | 4.64% | 2.88% | 5.73% |
| 2013 | 9.41% | 3.53% | 6.13% | 11.36% |
| 2012 | 14.24% | -3.54% | 6.70% | -1.56% |
| 2011 | 6.62% | 1.03% | -12.80% | 12.50% |
| 2010 | 10.38% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 93 |
| 1-Month | 83 |
| 3-Month | 89 |
| 1-Year | 62 |
| 3-Year | 62 |
| 5-Year | 59 |
Load Adjusted Returns
| 1-Year | 9.12% |
| 3-Year | 10.17% |
| 5-Year | 14.40% |
| 10-Year | 10.99% |
Performance & Risk
| YTD Return | -1.55% |
| 5y Average Return | 16.14% |
| Rank in Category (ytd) | 93 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Columbia Threadneedle |
| Net Assets | 4.36B |
| YTD Return | -7.74% |
| Yield | 0.89% |
| Morningstar Rating | |
| Inception Date | Dec 11, 2006 |
Fund Summary
Under normal market conditions, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) are invested in equity securities of companies with market capitalizations greater than $5 billion at the time of purchase or that are within the market capitalization range of companies in the S&P 500 Index (the index) at the time of purchase. It may invest in derivatives, such as futures (including equity futures and index futures) for cash equitization purposes.
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