Columbia Select Mid Cap Value Instl 2 (CVERX)

12.46 -0.08 (-0.64%) USD  |  Jan 25

CVERX Performance

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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 January 25, 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%
3.15%
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%
2.73%
Keeley Mid Cap Dividend Value I
--
15.31%
35.06%
11.20%
-4.18%
24.09%
15.98%
-12.65%
25.93%
-1.54%
3.55%
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%
4.10%
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%
3.86%
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%
4.44%
As of January 25, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Columbia Select Mid Cap Value Instl 2
4.27%
17.53%
31.82%
10.62%
7.06%
13.00%
10.15%
7.87%
--
9.44%
S&P 500 Total Return
4.22%
11.70%
20.88%
19.13%
12.89%
17.80%
13.88%
9.98%
7.46%
10.28%
Keeley Mid Cap Dividend Value I
4.35%
17.36%
25.46%
3.12%
2.78%
12.27%
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12.69%
VY® JPMorgan Mid Cap Value I
5.11%
15.98%
25.75%
5.03%
4.00%
10.91%
10.62%
8.49%
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9.52%
Transamerica Mid Cap Value I2
4.87%
15.42%
25.11%
4.37%
3.89%
10.71%
10.68%
8.56%
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8.80%
VY® American Century Sm-Mid Cp Val I
5.05%
18.91%
28.62%
9.36%
5.24%
13.42%
10.78%
9.09%
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9.66%
As of January 25, 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 December 31, 2020