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Columbia Select Global Equity Inst (CGEZX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 16.42% |
| 5y Average Return | 12.03% |
| Number of Years Up | 9 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Oct 31, 2024) | 35.30% |
| Worst 1Y Total Return (Oct 31, 2024) | -- |
| Best 3Y Total Return | 35.30% |
| Worst 3Y Total Return | 0.75% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CGEZX
Category
- YTD
- 18.79%
- 9.95%
- 1-Month
- 0.99%
- 2.98%
- 3-Month
- 1.99%
- 8.22%
- 1-Year
- 34.79%
- 40.81%
- 3-Year
- 4.75%
- 19.17%
- 5-Year
- 12.83%
- 18.49%
- 10-Year
- 11.67%
- 11.83%
- Last Bull Market
- 29.37%
- 21.12%
- Last Bear Market
- -17.96%
- -20.34%
Annual Total Return (%) History
Year
CGEZX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 12.01% | 3.99% | 1.99% | -- |
| 2023 | 9.02% | 6.36% | -5.14% | 13.46% |
| 2022 | -13.49% | -17.96% | -6.40% | 8.42% |
| 2021 | 1.98% | 11.52% | 0.99% | 7.63% |
| 2020 | -13.10% | 20.61% | 10.11% | 9.89% |
| 2019 | 14.27% | 7.42% | 0.92% | 9.22% |
| 2018 | 2.99% | 2.61% | 4.87% | -10.83% |
| 2017 | 11.93% | 9.12% | 3.23% | 5.14% |
| 2016 | 0.91% | 2.09% | 4.49% | -7.57% |
| 2015 | 1.94% | 0.51% | -7.19% | 6.88% |
| 2014 | -0.93% | 3.95% | -2.30% | 0.49% |
| 2013 | 7.57% | 0.36% | 7.74% | 9.72% |
| 2012 | 15.07% | -8.04% | 6.06% | 3.38% |
| 2011 | 4.58% | 1.03% | -20.25% | 7.64% |
| 2010 | 8.43% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 36 |
| 1-Month | 72 |
| 3-Month | 90 |
| 1-Year | 35 |
| 3-Year | 45 |
| 5-Year | 37 |
Load Adjusted Returns
| 1-Year | 34.79% |
| 3-Year | 4.75% |
| 5-Year | 12.83% |
| 10-Year | 11.67% |
Performance & Risk
| YTD Return | 16.42% |
| 5y Average Return | 12.03% |
| Rank in Category (ytd) | 36 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.12 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Growth |
| Fund Family | Columbia Threadneedle |
| Net Assets | 743.81M |
| YTD Return | 18.79% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Sep 27, 2010 |
Fund Summary
The fund will invest at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) in equity securities, including securities of companies located in developed and emerging countries. It generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., have their securities traded on non-U.S. exchanges or have been formed under the laws of non-U.S. countries.
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