Nasdaq - Delayed Quote USD

Columbia Greater China Adv (CGCHX)

36.78
-0.81
(-2.15%)
As of November 22 at 8:00:14 PM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 8.30%
5y Average Return -5.86%
Number of Years Up 4
Number of Years Down 6
Best 1Y Total Return (Nov 22, 2024) 61.04%
Worst 1Y Total Return (Nov 22, 2024) --
Best 3Y Total Return 61.04%
Worst 3Y Total Return -24.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CGCHX
Category
YTD
14.02%
6.62%
1-Month
-3.47%
1.20%
3-Month
14.96%
6.57%
1-Year
13.76%
37.26%
3-Year
-15.80%
13.53%
5-Year
-4.32%
15.37%
10-Year
1.37%
7.09%
Last Bull Market
-3.31%
18.73%
Last Bear Market
4.56%
-27.14%

Annual Total Return (%) History

Year
CGCHX
Category
2024
--
--
2023
-18.69%
--
2022
-28.34%
--
2021
-25.21%
--
2020
46.00%
37.10%
2019
32.92%
25.86%
2018
-19.89%
-20.68%
2017
61.04%
42.40%

2016
-6.17%
-2.06%
2015
-0.37%
-4.20%
2014
5.31%
1.54%
2013
--
10.71%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -3.09% 5.80% 15.19% --
2023 1.36% -12.39% -4.07% -4.54%
2022 -20.03% 4.56% -24.15% 12.98%
2021 2.50% 1.84% -21.74% -8.46%
2020 -7.90% 22.85% 19.22% 8.24%
2019 20.39% 0.25% -3.74% 14.41%
2018 3.30% -2.23% -10.04% -11.82%
2017 13.30% 11.62% 13.73% 11.97%
2016 -6.52% -0.70% 14.04% -11.37%
2015 7.73% 5.84% -20.57% 10.01%

2014 -3.57% 3.46% 1.65% 3.84%
2013 -4.62% 14.54% 8.20% --

Rank in Category (By Total Return)

YTD 49
1-Month 31
3-Month 56
1-Year 49
3-Year 78
5-Year 89

Load Adjusted Returns

1-Year 13.76%
3-Year -15.80%
5-Year -4.32%
10-Year 1.37%

Performance & Risk

YTD Return 8.30%
5y Average Return -5.86%
Rank in Category (ytd) 49
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category China Region
Fund Family Columbia Threadneedle
Net Assets 44.4M
YTD Return 14.02%
Yield 0.57%
Morningstar Rating
Inception Date May 16, 1997

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 of companies whose principal activities are located in the Greater China region. The Greater China region includes Hong Kong, the People's Republic of China, Taiwan and certain other countries. Its investments include securities of emerging market issuers. The fund may invest in companies that have market capitalizations of any size believed to be undervalued or have the potential for long-term growth. It is non-diversified.

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