Nasdaq - Delayed Quote USD

Columbia International Div Inc Inst (CSVFX)

20.52 -0.07 (-0.34%)
At close: October 25 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.28%
5y Average Return 6.54%
Number of Years Up 17
Number of Years Down 6
Best 1Y Total Return (Oct 25, 2024) 37.14%
Worst 1Y Total Return (Oct 25, 2024) --
Best 3Y Total Return 37.14%
Worst 3Y Total Return -0.27%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CSVFX
Category
YTD
10.68%
11.56%
1-Month
0.85%
-2.20%
3-Month
5.60%
4.11%
1-Year
22.89%
35.63%
3-Year
6.02%
5.74%
5-Year
7.55%
8.25%
10-Year
5.36%
4.29%
Last Bull Market
18.56%
13.65%
Last Bear Market
-11.62%
-23.43%

Annual Total Return (%) History

Year
CSVFX
Category
2024
--
--
2023
18.43%
--
2022
-14.91%
--
2021
13.79%
--
2020
5.89%
0.88%
2019
24.48%
17.80%
2018
-12.96%
-15.44%
2017
20.12%
22.08%

2016
5.89%
3.34%
2015
-6.60%
-3.10%
2014
0.28%
-6.32%
2013
20.38%
20.81%
2012
17.19%
16.21%
2011
-8.89%
-12.77%
2010
17.25%
7.48%
2009
37.14%
30.33%
2008
-41.51%
-42.41%
2007
14.77%
9.01%
2006
14.58%
25.98%
2005
7.38%
13.19%
2004
15.70%
21.99%
2003
36.45%
39.07%
2002
-8.56%
-12.37%
2001
29.76%
-15.98%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.62% 0.18% 5.60% --
2023 8.28% 3.21% -4.57% 11.04%
2022 -6.57% -11.62% -11.84% 16.88%
2021 5.36% 4.58% -3.35% 6.85%
2020 -22.27% 11.75% 4.93% 16.19%
2019 11.64% 4.50% -0.35% 7.07%
2018 -3.37% -1.00% 2.30% -11.07%
2017 6.55% 3.96% 3.49% 4.78%
2016 1.78% 1.71% 2.90% -0.59%
2015 -0.40% -0.47% -8.67% 3.16%

2014 1.96% 4.34% -3.25% -2.57%
2013 6.75% 0.96% 5.27% 6.11%
2012 13.84% -3.75% 5.06% 1.81%
2011 6.43% -1.87% -20.76% 10.09%
2010 4.71% -12.92% 14.50% 12.30%
2009 -6.67% 17.07% 18.17% 6.22%
2008 -11.42% 1.09% -12.91% -25.00%
2007 1.30% 7.11% 5.35% 0.41%
2006 5.17% -2.03% 4.50% 6.42%
2005 -0.39% 0.84% 5.59% 1.25%
2004 4.88% 1.28% -0.32% 9.26%
2003 -5.10% 19.81% 6.16% 13.05%
2002 7.02% -4.44% -17.37% 8.20%
2001 6.77% 16.51% -11.74% 18.19%

Rank in Category (By Total Return)

YTD 82
1-Month 65
3-Month 90
1-Year 42
3-Year 68
5-Year 62

Load Adjusted Returns

1-Year 22.89%
3-Year 6.02%
5-Year 7.55%
10-Year 5.36%

Performance & Risk

YTD Return 7.28%
5y Average Return 6.54%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Foreign Large Value
Fund Family Columbia Threadneedle
Net Assets 574.54M
YTD Return 10.68%
Yield 2.23%
Morningstar Rating
Inception Date Oct 02, 2024

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in income-producing (dividend-paying) equity securities of foreign companies. The advisor focuses its investments on securities of companies believed to be attractively valued and to have the potential for long-term growth. The fund may invest in companies that have market capitalizations of any size. The advisor may at times emphasize one or more sectors in selecting its investments, including the financial services sector.

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