Nasdaq - Delayed Quote USD

Columbia Large Cap Value R (RDEIX)

15.87
-0.01
(-0.06%)
At close: April 18 at 8:00:47 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.19%
5y Average Return 9.48%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (Apr 19, 2024) 30.39%
Worst 1Y Total Return (Apr 19, 2024) --
Best 3Y Total Return 30.39%
Worst 3Y Total Return 5.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RDEIX
Category
YTD
5.19%
4.44%
1-Month
-4.49%
-4.04%
3-Month
4.30%
4.09%
1-Year
14.12%
14.37%
3-Year
5.12%
6.04%
5-Year
9.20%
9.20%
10-Year
8.58%
8.57%
Last Bull Market
22.93%
22.97%
Last Bear Market
-10.80%
-11.27%

Annual Total Return (%) History

Year
RDEIX
Category
2024
--
--
2023
9.29%
11.63%
2022
-5.50%
-5.90%
2021
23.44%
26.22%
2020
5.02%
2.91%
2019
29.53%
25.04%
2018
-11.41%
-8.53%
2017
16.39%
15.94%

2016
14.35%
14.81%
2015
-2.52%
-4.05%
2014
11.23%
10.21%
2013
30.39%
31.21%
2012
14.58%
14.57%
2011
-5.52%
-0.75%
2010
15.74%
13.66%
2009
26.63%
24.13%
2008
-40.71%
-37.09%
2007
7.63%
1.42%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.14% -- -- --
2023 -0.56% 2.88% -1.61% 8.57%
2022 -0.38% -10.80% -6.22% 13.39%
2021 10.92% 4.74% -2.03% 8.45%
2020 -26.45% 15.27% 6.52% 16.28%
2019 13.03% 4.37% 1.66% 8.01%
2018 -3.10% -0.18% 4.89% -12.68%
2017 3.67% 2.30% 3.83% 5.69%
2016 -0.44% 4.18% 3.38% 6.64%
2015 -0.82% 1.25% -8.07% 5.59%

2014 2.43% 4.78% -0.30% 3.94%
2013 11.01% 3.02% 3.66% 9.98%
2012 11.74% -3.54% 4.74% 1.50%
2011 5.83% -1.20% -18.50% 10.89%
2010 5.03% -12.74% 12.63% 12.13%
2009 -12.66% 16.04% 17.51% 6.33%
2008 -10.85% -2.11% -10.89% -23.75%
2007 0.91% 10.58% 0.49% -4.02%

Rank in Category (By Total Return)

YTD 35
1-Month 69
3-Month 41
1-Year 51
3-Year 73
5-Year 50

Load Adjusted Returns

1-Year 14.12%
3-Year 5.12%
5-Year 9.20%
10-Year 8.58%

Performance & Risk

YTD Return 5.19%
5y Average Return 9.48%
Rank in Category (ytd) 35
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Columbia Threadneedle
Net Assets 2.39B
YTD Return 5.19%
Yield 1.36%
Morningstar Rating
Inception Date Sep 27, 2010

Fund Summary

The fund's assets primarily are invested in equity securities. Under normal market conditions, it will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common and preferred stocks of large capitalization companies. The fund may invest up to 25% of its net assets in foreign investments. It may from time to time emphasize one or more sectors in selecting its investments, including the financial services sector and health care sectors.

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