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Nasdaq - Delayed Quote USD

Columbia Select Mid Cap Value Instl 3 (CMVYX)

11.94
-0.75
(-5.91%)
At close: April 4 at 8:03:45 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -12.51%
5y Average Return 17.53%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Apr 4, 2025) 35.67%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 35.67%
Worst 3Y Total Return 4.21%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CMVYX
Category
YTD
-2.55%
21.28%
1-Month
-3.53%
-1.96%
3-Month
-2.55%
4.90%
1-Year
1.03%
55.83%
3-Year
4.44%
11.08%
5-Year
18.56%
11.93%
10-Year
8.21%
10.64%
Last Bull Market
15.24%
25.54%
Last Bear Market
-13.68%
-22.08%

Annual Total Return (%) History

Year
CMVYX
Category
2025
--
--
2024
13.31%
--
2023
10.62%
--
2022
-9.02%
--
2021
32.41%
--
2020
6.96%
2.63%
2019
31.87%
25.18%
2018
-13.12%
-12.86%

2017
13.80%
13.22%
2016
14.44%
18.06%
2015
-4.76%
-5.41%
2014
12.47%
9.31%
2013
35.67%
35.14%
2012
16.98%
16.60%
2011
-3.94%
-3.96%
2010
23.19%
21.92%
2009
--
35.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.55% -- -- --
2024 9.30% -2.34% 9.61% -3.16%
2023 0.63% 4.18% -6.47% 12.81%
2022 -2.45% -13.68% -3.40% 11.85%
2021 13.57% 4.66% -1.73% 13.35%
2020 -32.82% 18.93% 9.02% 22.80%
2019 16.43% 3.89% 2.11% 6.77%
2018 -2.70% 1.94% 3.26% -15.16%
2017 3.64% 1.88% 1.98% 5.69%
2016 1.06% 3.47% 3.45% 5.78%

2015 1.63% -1.70% -7.31% 2.85%
2014 5.07% 5.86% -2.18% 3.37%
2013 12.47% 2.70% 6.06% 10.73%
2012 11.75% -4.90% 5.76% 4.08%
2011 7.31% -0.08% -21.03% 13.43%
2010 8.07% -11.16% 12.06% 14.51%
2009 5.59% -- -- --

Rank in Category (By Total Return)

YTD 61
1-Month 54
3-Month 61
1-Year 48
3-Year 55
5-Year 36

Load Adjusted Returns

1-Year 1.03%
3-Year 4.44%
5-Year 18.56%
10-Year 8.21%

Performance & Risk

YTD Return -12.51%
5y Average Return 17.53%
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Value
Fund Family Columbia Threadneedle
Net Assets 2.36B
YTD Return -2.55%
Yield 1.18%
Morningstar Rating
Inception Date Nov 20, 2001

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 that have market capitalizations in the range of the companies in the Russell Midcap® Value Index (the index) at the time of purchase that the fund's investment manager believes are undervalued and have the potential for long-term growth. It may invest up to 20% of its total assets in foreign securities. The fund normally invests in common stocks and also may invest in real estate investment trusts.

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