Columbia Disciplined Core A (AQEAX)

12.28 +0.22 (+1.82%) USD  |  May 23 2022

AQEAX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 23, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Columbia Disciplined Core A
15.50%
33.53%
14.98%
0.87%
7.68%
24.07%
-3.99%
24.47%
13.83%
32.34%
-15.31%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-16.13%
JNL/Mellon US Stock Market Index A
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-5.79%
30.13%
20.18%
25.35%
-17.54%
Invesco Charter A
13.07%
28.34%
7.74%
-6.40%
10.32%
13.25%
-9.65%
29.01%
13.50%
27.40%
-19.03%
Pioneer Core Equity A
14.51%
30.99%
10.44%
-1.49%
8.40%
24.77%
-8.70%
31.41%
20.83%
25.57%
-14.88%
Principal Capital Appreciation A
13.45%
32.44%
12.30%
2.04%
8.83%
20.64%
-3.52%
32.17%
18.38%
27.57%
-17.12%
As of May 23, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Columbia Disciplined Core A
-6.33%
-5.25%
-12.86%
-1.75%
12.56%
11.98%
13.16%
8.03%
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9.67%
S&P 500 Total Return
-6.83%
-5.59%
-14.66%
-3.01%
13.98%
12.63%
13.88%
8.80%
8.78%
10.01%
JNL/Mellon US Stock Market Index A
-7.28%
-6.37%
-16.74%
-6.37%
12.52%
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11.07%
Invesco Charter A
-7.85%
-8.49%
-18.45%
-8.87%
9.90%
7.72%
9.21%
6.31%
6.87%
10.44%
Pioneer Core Equity A
-5.91%
-8.21%
-13.36%
-4.32%
14.16%
12.08%
12.44%
8.11%
8.27%
6.43%
Principal Capital Appreciation A
-6.19%
-5.13%
-15.79%
-3.34%
13.10%
12.32%
13.23%
9.01%
9.30%
12.22%
As of May 23, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of April 30, 2022