Columbia Select Global Equity Class C: (MF: RGCEX)
(NASDAQ Mutual Funds) As of Oct 16, 2024 08:00 PM ET
$16.48 USD
+0.05 (0.30%)
Latest Performance as of Sep 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 17.94 | 28 |
3 months | 1.73 | 96 |
6 months | 5.52 | 75 |
1 Year | 33.44 | 19 |
3 Year | 3.69 | 68 |
5 Year | 11.72 | 33 |
10 Year | 10.56 | 14 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | -55.09 |
Bull Market (2/09 - 3/21) | 510.19 |
Load Adjusted Returns as of Sep 30, 2024
1 Year | 32.11 |
5 Year | 11.72 |
10 Year | 10.55 |
Since Inception | 6.39 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 11.77 | 3.72 | 1.73 | NA |
2023 | 8.74 | 6.11 | -5.39 | 13.13 |
2022 | -13.67 | -18.13 | -6.62 | 8.09 |
2021 | 1.73 | 11.21 | 0.76 | 7.29 |
2020 | -13.33 | 20.33 | 9.84 | 9.67 |
2019 | 13.98 | 7.13 | 0.65 | 8.97 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 17.94 | 23.50 | -28.67 | 22.32 | 25.63 | 33.95 | -2.16 | 31.26 | -1.45 | 0.56 | 0.11 |
% Total Return Rel to Index | -1.34 | -0.90 | -9.57 | 4.16 | 11.56 | 8.74 | 8.26 | 11.14 | -6.78 | 3.32 | -2.81 |
% Total Return Rel to Peer | 2.77 | 4.86 | -9.10 | 6.12 | 8.96 | 9.20 | 7.86 | 9.03 | -7.03 | 2.83 | -1.77 |
% Perf Quintile vs Peer* | 0.00 | 2.00 | 5.00 | 1.00 | 2.00 | 1.00 | 1.00 | 1.00 | 5.00 | 3.00 | 5.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 0.74 | 0.00 | 1.64 | 1.37 | 0.45 | 1.18 | 0.05 | 0.00 | 0.00 | 0.00 |
Expense Ratio | 1.97 | 2.00 | 2.00 | 1.99 | 2.03 | 2.06 | 2.08 | 2.12 | 2.15 | 2.17 | 2.20 |
* 1 = Top 20%, 5 = Bottom 20%