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Columbia Select Global Equity Fund Class A: (MF: IGLGX)
(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET
$19.74 USD
+0.08 (0.41%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.42 | 17 |
| 3 months | 4.55 | 66 |
| 6 months | 7.51 | 69 |
| 1 Year | 25.76 | 15 |
| 3 Year | 2.00 | 65 |
| 5 Year | 12.34 | 23 |
| 10 Year | 10.94 | 6 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 163.43 |
| Bear Market (10/07 - 2/09) | -54.68 |
| Bull Market (2/09 - 3/21) | 580.78 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 18.26 |
| 5 Year | 11.06 |
| 10 Year | 10.28 |
| Since Inception | 6.95 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 11.95 | 3.93 | NA | NA |
| 2023 | 8.99 | 6.23 | -5.19 | 13.38 |
| 2022 | -13.48 | -18.05 | -6.38 | 8.28 |
| 2021 | 1.95 | 11.38 | 0.96 | 7.52 |
| 2020 | -13.16 | 20.55 | 10.08 | 9.79 |
| 2019 | 14.18 | 7.36 | 0.85 | 9.15 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.42 | 24.47 | -28.14 | 23.27 | 26.53 | 34.96 | -1.46 | 32.22 | -0.71 | 1.44 | 0.77 |
| % Total Return Rel to Index | 0.31 | 0.05 | -9.04 | 5.11 | 12.45 | 9.76 | 8.96 | 12.10 | -6.04 | 4.20 | -2.15 |
| % Total Return Rel to Peer | 4.25 | 5.83 | -8.57 | 7.07 | 9.86 | 10.21 | 8.56 | 9.99 | -6.28 | 3.72 | -1.11 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 1.00 | 2.00 | 1.00 | 1.00 | 1.00 | 5.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.24 |
| Capital Gains ($) | 0.00 | 0.74 | 0.00 | 1.78 | 1.48 | 0.45 | 1.28 | 0.05 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.22 | 1.24 | 1.25 | 1.24 | 1.28 | 1.31 | 1.34 | 1.37 | 1.40 | 1.42 | 1.45 |
* 1 = Top 20%, 5 = Bottom 20%