Nasdaq - Delayed Quote USD
Columbia Global Value Inst3 (CEVYX)
10.45
-0.12
(-1.14%)
At close: 8:00:17 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -8.75% |
| 5y Average Return | 11.77% |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 7, 2025) | 25.05% |
| Worst 1Y Total Return (Apr 7, 2025) | -- |
| Best 3Y Total Return | 25.05% |
| Worst 3Y Total Return | 2.81% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CEVYX
Category
- YTD
- 2.04%
- 14.38%
- 1-Month
- -2.25%
- -1.21%
- 3-Month
- 2.04%
- 5.03%
- 1-Year
- 7.06%
- 39.50%
- 3-Year
- 6.86%
- 9.11%
- 5-Year
- 14.94%
- 10.10%
- 10-Year
- 7.64%
- 7.90%
- Last Bull Market
- 11.62%
- 15.53%
- Last Bear Market
- -11.66%
- -17.52%
Annual Total Return (%) History
Year
CEVYX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 2.04% | -- | -- | -- |
| 2024 | 6.92% | 0.59% | 5.80% | -1.41% |
| 2023 | 2.50% | 3.66% | -3.37% | 9.43% |
| 2022 | -3.04% | -11.66% | -5.08% | 13.14% |
| 2021 | 9.37% | 4.11% | -1.47% | 7.70% |
| 2020 | -25.79% | 17.06% | 2.81% | 16.62% |
| 2019 | 11.50% | 3.34% | -0.42% | 8.99% |
| 2018 | -1.55% | -0.44% | 5.29% | -12.05% |
| 2017 | 4.92% | 4.85% | 5.54% | 5.37% |
| 2016 | -1.95% | 0.24% | 4.23% | 4.34% |
| 2015 | 0.13% | 1.00% | -10.52% | 4.54% |
| 2014 | 1.76% | 5.45% | -0.22% | 0.37% |
| 2013 | 3.60% | 4.31% | 8.84% | -- |
Rank in Category (By Total Return)
| YTD | 86 |
| 1-Month | 81 |
| 3-Month | 86 |
| 1-Year | 48 |
| 3-Year | 64 |
| 5-Year | 49 |
Load Adjusted Returns
| 1-Year | 7.06% |
| 3-Year | 6.86% |
| 5-Year | 14.94% |
| 10-Year | 7.64% |
Performance & Risk
| YTD Return | -8.75% |
| 5y Average Return | 11.77% |
| Rank in Category (ytd) | 86 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.83 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Value |
| Fund Family | Columbia Threadneedle |
| Net Assets | 786.28M |
| YTD Return | 2.04% |
| Yield | 2.32% |
| Morningstar Rating | |
| Inception Date | Sep 27, 2010 |
Fund Summary
The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities. It generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., companies that have their securities traded on non-U.S. exchanges or that have securities that trade in the form of depositary receipts, companies that have been formed under the laws of non-U.S. countries, including those of emerging markets, or foreign currencies.
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