Nasdaq - Delayed Quote USD

Columbia Large Cap Value Fund (CDEYX)

16.58
+0.09
+(0.55%)
At close: January 14 at 6:45:22 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 9.54%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Jan 13, 2025) 31.30%
Worst 1Y Total Return (Jan 13, 2025) --
Best 3Y Total Return 31.30%
Worst 3Y Total Return 6.26%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CDEYX
Category
YTD
15.78%
4.44%
1-Month
-5.52%
-4.04%
3-Month
-0.94%
4.09%
1-Year
15.78%
14.37%
3-Year
6.55%
6.04%
5-Year
9.67%
9.20%
10-Year
9.30%
8.57%
Last Bull Market
15.27%
22.97%
Last Bear Market
-10.68%
-11.27%

Annual Total Return (%) History

Year
CDEYX
Category
2024
15.78%
--
2023
9.91%
11.63%
2022
-4.95%
-5.90%
2021
24.09%
26.22%
2020
5.72%
2.91%
2019
30.25%
25.04%
2018
-10.91%
-8.53%
2017
17.04%
15.94%

2016
15.08%
14.81%
2015
-1.92%
-4.05%
2014
12.06%
10.21%
2013
31.30%
31.21%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.31% -1.40% 7.46% -0.94%
2023 -0.40% 3.03% -1.49% 8.73%
2022 -0.28% -10.68% -6.02% 13.55%
2021 10.99% 4.93% -1.90% 8.62%
2020 -26.35% 15.53% 6.63% 16.52%
2019 13.21% 4.51% 1.77% 8.16%
2018 -2.98% -0.03% 5.03% -12.54%
2017 3.85% 2.42% 3.99% 5.82%
2016 -0.29% 4.36% 3.49% 6.86%
2015 -0.72% 1.47% -7.95% 5.77%

2014 2.57% 5.04% -0.20% 4.21%
2013 11.16% 3.26% 3.87% 10.13%

Rank in Category (By Total Return)

YTD 37
1-Month 33
3-Month 33
1-Year 37
3-Year 45
5-Year 44

Load Adjusted Returns

1-Year 15.78%
3-Year 6.55%
5-Year 9.67%
10-Year 9.30%

Performance & Risk

YTD Return 0.00%
5y Average Return 9.54%
Rank in Category (ytd) 37
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Columbia Threadneedle
Net Assets 2.42B
YTD Return 15.78%
Yield 1.58%
Morningstar Rating
Inception Date Jun 26, 2000

Fund Summary

The fund's assets primarily are invested in equity securities. Under normal market conditions, it will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common and preferred stocks of large capitalization companies. The fund may invest up to 25% of its net assets in foreign investments. It may from time to time emphasize one or more sectors in selecting its investments, including the financial services sector and health care sectors.

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