Back to top
Columbia Select Large Cap Growth Fund Class I3: (MF: CCWRX)
(NASDAQ Mutual Funds) As of Jul 18, 2024 08:00 PM ET
$10.52 USD
-0.13 (-1.22%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.64 | 44 |
| 3 months | 2.82 | 36 |
| 6 months | 11.64 | 44 |
| 1 Year | 22.73 | 38 |
| 3 Year | 1.45 | 79 |
| 5 Year | 13.21 | 37 |
| 10 Year | 12.46 | 24 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 22.73 |
| 5 Year | 13.21 |
| 10 Year | 12.46 |
| Since Inception | 14.53 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.58 | 2.82 | NA | NA |
| 2023 | 14.18 | 11.24 | -5.45 | 16.27 |
| 2022 | -14.04 | -23.41 | -4.13 | 7.84 |
| 2021 | -2.48 | 13.90 | -2.12 | 0.56 |
| 2020 | -15.50 | 32.06 | 15.44 | 14.93 |
| 2019 | 21.35 | 4.96 | -5.78 | 14.94 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.64 | 39.62 | -31.94 | 9.32 | 48.07 | 37.93 | -4.92 | 35.47 | -8.34 | 8.01 | 8.68 |
| % Total Return Rel to Index | -3.65 | 13.37 | -13.73 | -19.35 | 29.67 | 6.44 | -0.52 | 13.67 | -20.28 | 6.62 | -4.95 |
| % Total Return Rel to Peer | 0.98 | 16.62 | -12.24 | -12.73 | 28.15 | 9.51 | 1.94 | 14.79 | -16.16 | 9.61 | 0.48 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 5.00 | 1.00 | 1.00 | 3.00 | 1.00 | 5.00 | 1.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.85 | 0.97 | 1.01 | 4.24 | 3.68 | 4.35 | 3.17 | 1.84 | 1.81 | 2.42 | 2.92 |
| Expense Ratio | 0.64 | 0.67 | 0.67 | 0.69 | 0.71 | 0.68 | 0.68 | 0.67 | 0.65 | 0.65 | 0.65 |
* 1 = Top 20%, 5 = Bottom 20%