Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Columbia Real Estate Equity Inst2 (CRRVX)

9.37
+0.14
+(1.52%)
At close: 8:00:27 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -5.62%
5y Average Return 8.43%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Apr 16, 2025) 42.15%
Worst 1Y Total Return (Apr 16, 2025) --
Best 3Y Total Return 42.15%
Worst 3Y Total Return -2.18%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CRRVX
Category
YTD
0.61%
20.43%
1-Month
-3.24%
2.69%
3-Month
0.61%
11.34%
1-Year
9.09%
36.79%
3-Year
0.23%
10.81%
5-Year
10.70%
7.03%
10-Year
5.63%
9.08%
Last Bull Market
27.59%
31.03%
Last Bear Market
-16.53%
-16.60%

Annual Total Return (%) History

Year
CRRVX
Category
2025
--
--
2024
7.56%
--
2023
16.10%
--
2022
-25.05%
--
2021
42.15%
--
2020
-3.30%
-4.49%
2019
28.49%
27.28%
2018
-7.12%
-5.97%

2017
5.48%
6.22%
2016
5.39%
6.89%
2015
4.74%
2.41%
2014
29.50%
28.03%
2013
0.09%
1.55%
2012
17.24%
17.60%
2011
--
7.51%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.61% -- -- --
2024 -0.80% -0.78% 17.24% -6.80%
2023 4.90% 2.78% -7.80% 16.79%
2022 -6.49% -16.53% -8.35% 4.77%
2021 5.78% 13.01% 1.35% 17.31%
2020 -22.13% 11.92% 1.92% 8.88%
2019 17.26% 1.53% 8.37% -0.41%
2018 -6.54% 7.75% 0.35% -8.09%
2017 1.22% 2.48% 0.28% 1.40%
2016 5.52% 6.46% -2.45% -3.83%

2015 3.99% -9.36% 2.87% 8.03%
2014 9.96% 6.80% -3.50% 14.27%
2013 6.65% -2.05% -4.01% -0.19%
2012 10.71% 3.98% 0.03% 1.82%
2011 3.38% -14.37% 15.07% --

Rank in Category (By Total Return)

YTD 69
1-Month 65
3-Month 69
1-Year 44
3-Year 6
5-Year 29

Load Adjusted Returns

1-Year 9.09%
3-Year 0.23%
5-Year 10.70%
10-Year 5.63%

Performance & Risk

YTD Return -5.62%
5y Average Return 8.43%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Real Estate
Fund Family Columbia Threadneedle
Net Assets 162.26M
YTD Return 0.61%
Yield 3.36%
Morningstar Rating
Inception Date Nov 01, 2002

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 principally engaged in the real estate industry, including REITs. The fund is non-diversified.

Related Tickers

ENPSX ProFunds UltraSector Energy Fund
30.49
+3.39%
 
ENPIX ProFunds UltraSector Energy Fund
36.01
+3.36%
 
FPHAX Fidelity Select Pharmaceuticals Port
22.80
+3.35%
 
CNPIX Consumer Staples UltraSector ProFund Inv
77.61
+3.26%
 
CNPSX Consumer Staples UltraSector ProFund Svc
67.35
+3.23%
 
HNRGX Hennessy Energy Transition Investor
25.54
+2.20%
 
HNRIX Hennessy Energy Transition Instl
26.14
+2.19%
 
DRESX Driehaus Emerging Markets Small Cap Growth Fund
20.75
+1.97%
 
MISMX Matthews EM Sm Coms Instl
22.16
+1.79%
 
MSMLX Matthews EM Sm Coms Inv
22.18
+1.79%
 
VIESX Virtus KAR Emerging Markets Small-Cap I
15.36
+1.79%
 
BIPIX ProFunds Biotechnology UltraSector Fund
34.45
+1.77%
 
VRESX Virtus KAR Emerging Markets Small-Cap R6
15.53
+1.77%
 
BIPSX ProFunds Biotechnology UltraSector Fund
17.93
+1.76%
 
VAESX Virtus KAR Emerging Markets Small-Cap Fund
15.19
+1.74%
 
VPMAX Vanguard PRIMECAP Adm
151.88
+1.72%
 
VPMCX Vanguard PRIMECAP Inv
146.61
+1.72%
 
RMLPX Recurrent MLP & Infrastructure Class I
23.26
+1.71%
 
CSRIX Cohen & Steers Instl Realty Shares
47.73
+1.66%
 
UMPIX ProFunds UltraMid Cap Fund
49.70
+1.66%
 
UMPSX ProFunds UltraMid Cap Fund
38.25
+1.65%
 
CSJIX Cohen & Steers Realty Shares I
65.51
+1.63%
 
CSRSX Cohen & Steers Realty Shares L
65.53
+1.63%
 
CSJAX Cohen & Steers Realty Shares A
65.56
+1.63%
 
CSJZX Cohen & Steers Realty Shares Z
65.68
+1.62%
 
CSJRX Cohen & Steers Realty Shares R
65.71
+1.62%
 
SVFFX Smead Value I1
68.33
+1.62%
 
FNARX Fidelity Natural Resources Fund
42.01
+1.62%
 
CSJCX Cohen & Steers Realty Shares C
65.26
+1.62%
 
SVFYX Smead Value Y
68.45
+1.62%
 
SVFDX Smead Value R1
66.58
+1.62%
 
SVFKX Smead Value R2
69.16
+1.62%
 
SVFAX Smead Value A
67.65
+1.61%
 
SMVLX Smead Value Investor
68.36
+1.61%
 
SVFCX Smead Value C
65.90
+1.60%
 
SETAX SEI Institutional Managed Trust Real Estate Fund
15.63
+1.56%
 
LSHCX Kinetics Spin-Off and Corp Rest Adv C
32.18
+1.55%
 
LSHUX Kinetics Spin-Off and Corp Rest Instl
36.16
+1.54%
 
SNWIX Easterly Snow Small Cap Value I
52.68
+1.54%
 
SNWRX Easterly Snow Capital Small Cap Value Fund
52.68
+1.54%
 
LSHAX Kinetics Spin-Off and Corp Rest Adv A
35.87
+1.53%
 
LSHEX Kinetics Spin-Off and Corp Rest No Load
37.91
+1.53%
 
FSHOX Fidelity Select Construction & Housing
106.28
+1.52%
 
SNWAX Easterly Snow Small Cap Value A
50.98
+1.51%
 
HULEX Huber Select Large Cap Value Instl
30.24
+1.51%
 
HULIX Huber Select Large Cap Value Inv
30.27
+1.51%
 
SEIRX SEI Real Estate I (SIMT)
15.59
+1.50%
 
BRIFX Baron Real Estate Income Retail
15.62
+1.49%
 
SREYX SEI Real Estate Y (SIMT)
15.63
+1.49%
 
BRIUX Baron Real Estate Income R6
15.80
+1.48%
 
BRIIX Baron Real Estate Income Institutional
15.82
+1.48%
 
PHRIX Virtus Duff & Phelps Real Estate Secs I
17.94
+1.47%
 
FSRPX Fidelity Select Retailing
17.30
+1.47%
 
PHRAX Virtus Duff & Phelps Real Estate Secs A
18.03
+1.46%
 
VRREX Virtus Duff & Phelps Real Estate Secs R6
18.05
+1.46%
 
VGSAX Virtus Duff & Phelps Glb Rl Estt Secs A
34.14
+1.46%
 
VGSCX Virtus Duff & Phelps Glb Rl Estt Secs C
32.09
+1.45%
 
VRGEX Virtus Duff & Phelps Glb Rl Estt Secs R6
33.00
+1.44%
 
VGISX Virtus Duff & Phelps Glb Rl Estt Secs I
33.08
+1.44%
 
DSCPX Davenport Small Cap Focus Fund
15.11
+1.41%
 
NGJFX Nuveen Global Real Estate Securities R6
18.12
+1.40%
 
NGJIX Nuveen Global Real Estate Securities I
18.12
+1.40%
 
WWNPX Kinetics Paradigm No Load
148.09
+1.40%
 
KNPYX Kinetics Paradigm Instl
150.28
+1.40%
 
GURIX NAA Risk Managed Rl Estt Inst
31.22
+1.40%
 
KNPAX Kinetics Paradigm Adv A
140.39
+1.39%
 
KNPCX Kinetics Paradigm Adv C
124.51
+1.39%
 
GQGPX GQG Partners Emerging Markets Equity Inv
16.04
+1.39%
 
GURAX NAA Risk Managed Real Estate A
30.74
+1.39%
 
GQGIX GQG Partners Emerging Markets EquityInst
16.14
+1.38%
 
GQGRX GQG Partners Emerging Markets Equity R6
16.14
+1.38%
 
SSHVX Sound Shore Institutional
35.27
+1.38%
 
SSHFX Sound Shore Investor
34.63
+1.38%
 
OFVIX O'Shaughnessy Market Leaders Value I
18.05
+1.35%
 
FDEVX Templeton Developing Markets R6
18.85
+1.34%
 
TDADX Templeton Developing Markets Adv
18.87
+1.34%
 
TIQIX Touchstone Non-US Equity Y
27.25
+1.34%
 
BGKEX Baillie Gifford Emerging Markets Equities Fund
18.95
+1.34%
 
TEDMX Templeton Developing Markets A
19.02
+1.33%
 
HFCVX Hennessy Cornerstone Value Investor
20.65
+1.32%
 
HICVX Hennessy Cornerstone Value Inst
20.69
+1.32%
 
VLPIX Virtus Duff & Phelps Sel MLP & Engy I
16.24
+1.31%
 
TDMRX Templeton Developing Markets R
18.57
+1.31%
 
TROCX Touchstone Non-US Equity I
27.27
+1.30%
 
BIEAX Brandes International Equity Fund
22.63
+1.30%
 
BREUX Baron Real Estate R6
35.14
+1.30%
 
BREIX Baron Real Estate Institutional
35.15
+1.30%
 
BGEDX Baillie Gifford Emerging Markets Equities Fund
19.87
+1.29%
 
BGELX Baillie Gifford Emerging Markets Equities Fund
19.24
+1.29%
 
BGEPX Baillie Gifford Emerging Markets Equities Fund
19.23
+1.29%
 
BGEHX Baillie Gifford Emerging Markets Equities Fund
19.04
+1.29%
 
TEQAX Touchstone Non-US Equity A
25.95
+1.29%
 
BGEGX Baillie Gifford Emerging Markets Equities Fund
18.93
+1.28%
 
MMMMX Victory Integrity Discovery Member
34.83
+1.28%
 
BREFX Baron Real Estate Retail
34.10
+1.28%
 
SNTFX Steward International Enhanced Index R6
17.53
+1.27%
 
TEQCX Touchstone Non-US Equity C
26.31
+1.27%
 
MMEYX Victory Integrity Discovery Y
39.87
+1.27%
 
TMPRX Touchstone Mid Cap R6
50.24
+1.25%
 
BIIEX Brandes International Equity Fund
22.87
+1.24%