Columbia Large Cap Value Inst3 (CDEYX)

16.59 -0.11 (-0.66%) USD  |  Aug 17 2022

CDEYX 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 August 17, 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 Large Cap Value Inst3
14.90%
31.30%
12.06%
-1.92%
15.08%
17.04%
-10.91%
30.25%
5.72%
24.09%
-3.23%
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%
-9.44%
Columbia Dividend Opportunity Inst
13.34%
26.15%
9.99%
-2.38%
13.73%
14.51%
-5.07%
23.67%
1.06%
26.43%
-0.03%
JNL/Invesco Diversified Dividend I
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-6.96%
24.28%
0.86%
19.08%
-0.43%
Cullen High Dividend Equity I
9.67%
23.66%
11.89%
0.35%
10.54%
17.12%
-4.64%
19.88%
-4.06%
26.78%
-3.57%
Pioneer Equity Income Y
10.22%
29.29%
13.19%
0.52%
19.47%
15.21%
-8.65%
25.74%
0.10%
25.83%
-5.54%
As of August 17, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Columbia Large Cap Value Inst3
8.50%
0.43%
-0.94%
1.63%
12.93%
10.24%
11.41%
7.12%
9.77%
10.20%
S&P 500 Total Return
10.79%
4.98%
-1.65%
-2.46%
15.84%
13.96%
13.86%
9.70%
10.09%
10.19%
Columbia Dividend Opportunity Inst
6.89%
-0.34%
0.63%
6.45%
12.07%
10.67%
10.40%
7.90%
8.94%
9.13%
JNL/Invesco Diversified Dividend I
7.78%
0.73%
-0.86%
2.90%
9.68%
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7.58%
Cullen High Dividend Equity I
7.84%
-1.12%
-0.98%
0.43%
9.25%
7.80%
9.26%
6.88%
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8.23%
Pioneer Equity Income Y
8.38%
0.45%
-1.97%
0.20%
10.42%
8.50%
11.03%
7.59%
9.06%
9.79%
As of August 17, 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 July 31, 2022