Nasdaq - Delayed Quote USD
Columbia Greater China Inst3 (CGCYX)
41.60
-0.27
(-0.64%)
As of 8:05:19 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 12.65% |
| 5y Average Return | -2.48% |
| Number of Years Up | 3 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 2, 2025) | 46.17% |
| Worst 1Y Total Return (Apr 2, 2025) | -- |
| Best 3Y Total Return | 46.17% |
| Worst 3Y Total Return | -24.09% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CGCYX
Category
- YTD
- 11.62%
- 6.62%
- 1-Month
- 9.02%
- 1.20%
- 3-Month
- 14.74%
- 6.57%
- 1-Year
- 32.21%
- 37.26%
- 3-Year
- -6.97%
- 13.53%
- 5-Year
- -4.13%
- 15.37%
- 10-Year
- 2.17%
- 7.09%
- Last Bull Market
- 6.93%
- 18.73%
- Last Bear Market
- 4.62%
- -27.14%
Annual Total Return (%) History
Year
CGCYX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -3.04% | 5.83% | 15.23% | -4.85% |
| 2023 | 1.38% | -12.36% | -4.04% | -4.52% |
| 2022 | -20.02% | 4.62% | -24.13% | 13.04% |
| 2021 | 2.53% | 1.87% | -21.72% | -8.42% |
| 2020 | -7.86% | 22.87% | 19.26% | 8.27% |
| 2019 | 20.42% | 0.30% | -3.71% | 14.44% |
| 2018 | 3.30% | -2.19% | -10.00% | -11.79% |
| 2017 | 11.66% | 13.78% | 12.02% | -- |
Rank in Category (By Total Return)
| YTD | 25 |
| 1-Month | 32 |
| 3-Month | 12 |
| 1-Year | 21 |
| 3-Year | 48 |
| 5-Year | 90 |
Load Adjusted Returns
| 1-Year | 32.21% |
| 3-Year | -6.97% |
| 5-Year | -4.13% |
| 10-Year | 2.17% |
Performance & Risk
| YTD Return | 12.65% |
| 5y Average Return | -2.48% |
| Rank in Category (ytd) | 25 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
Fund Overview
| Category | China Region |
| Fund Family | Columbia Threadneedle |
| Net Assets | 47.19M |
| YTD Return | 11.62% |
| Yield | 1.20% |
| Morningstar Rating | |
| Inception Date | Mar 01, 2017 |
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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