Columbia Select Mid Cap Value Instl 2 (CVERX)

14.16 +0.10 (+0.71%) USD  |  Aug 3

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 August 03, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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%
19.04%
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%
18.74%
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%
25.08%
Keeley Mid Cap Dividend Value I
--
15.31%
35.06%
11.20%
-4.18%
24.09%
15.98%
-12.65%
25.93%
-1.54%
18.04%
VY® American Century Sm-Mid Cp Val I
-2.97%
16.59%
31.78%
12.76%
-1.54%
24.38%
11.44%
-14.15%
30.96%
3.84%
21.09%
VY® JPMorgan Mid Cap Value I
2.07%
20.32%
31.89%
15.27%
-2.77%
14.94%
14.04%
-11.96%
26.46%
0.55%
22.89%
As of August 03, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Columbia Select Mid Cap Value Instl 2
-0.63%
-0.34%
15.97%
49.92%
12.64%
12.17%
12.07%
8.69%
--
9.98%
S&P 500 Total Return
1.71%
5.88%
16.32%
36.33%
18.06%
17.59%
15.70%
10.88%
8.81%
10.60%
Nuveen Mid Cap Value I
0.43%
1.17%
20.21%
52.09%
10.10%
12.52%
12.01%
8.29%
9.38%
10.44%
Keeley Mid Cap Dividend Value I
-0.95%
-2.40%
14.72%
42.65%
7.33%
10.09%
--
--
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13.48%
VY® American Century Sm-Mid Cp Val I
-0.31%
-0.85%
16.86%
47.37%
10.80%
12.02%
12.86%
10.28%
--
10.23%
VY® JPMorgan Mid Cap Value I
0.11%
-0.34%
18.75%
47.94%
10.06%
10.76%
12.61%
9.39%
--
10.19%
As of August 03, 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 June 30, 2021