Columbia Select Mid Cap Value Instl 2 (CVERX)

14.71 +0.04 (+0.27%) USD  |  Oct 22 2021

CVERX 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 October 22, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
Columbia Select Mid Cap Value Instl 2
-4.03%
16.92%
35.62%
12.50%
-4.83%
14.42%
13.67%
-13.15%
31.77%
6.98%
23.89%
S&P 500 Total Return
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
22.39%
Keeley Mid Cap Dividend Value I
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15.31%
35.06%
11.20%
-4.18%
24.09%
15.98%
-12.65%
25.93%
-1.54%
21.71%
Nuveen Mid Cap Value I
-7.22%
10.24%
38.97%
9.74%
-3.30%
16.07%
19.45%
-12.70%
27.02%
1.42%
32.25%
Transamerica Mid Cap Value I2
2.35%
20.76%
32.59%
15.32%
-2.71%
14.70%
13.81%
-11.77%
26.57%
0.18%
27.58%
Lord Abbett Mid Cap Stock I
-3.64%
14.88%
30.76%
11.97%
-3.31%
16.90%
7.29%
-14.34%
23.26%
3.00%
26.01%
As of October 22, 2021.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Columbia Select Mid Cap Value Instl 2
5.98%
6.25%
5.99%
42.24%
16.01%
13.17%
13.14%
8.58%
--
10.09%
S&P 500 Total Return
3.50%
4.42%
10.68%
33.55%
20.29%
18.44%
16.20%
10.58%
9.55%
10.63%
Keeley Mid Cap Dividend Value I
5.84%
5.60%
3.88%
38.96%
10.54%
10.86%
12.27%
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13.51%
Nuveen Mid Cap Value I
6.94%
8.06%
9.65%
48.94%
14.78%
13.59%
13.23%
8.37%
10.12%
10.55%
Transamerica Mid Cap Value I2
6.69%
6.69%
7.13%
42.81%
13.71%
11.50%
13.17%
9.30%
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9.79%
Lord Abbett Mid Cap Stock I
6.21%
7.60%
6.03%
44.53%
12.45%
9.43%
11.11%
7.12%
8.28%
10.80%
As of October 22, 2021. 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 September 30, 2021