Nasdaq - Delayed Quote USD

Columbia Emerging Markets Inst2 (CEKRX)

14.36
+0.40
+(2.87%)
As of 8:05:17 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 4.96%
5y Average Return 4.00%
Number of Years Up 6
Number of Years Down 6
Best 1Y Total Return (May 9, 2025) 47.03%
Worst 1Y Total Return (May 9, 2025) --
Best 3Y Total Return 47.03%
Worst 3Y Total Return -12.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CEKRX
Category
YTD
1.95%
8.73%
1-Month
0.89%
1.20%
3-Month
0.37%
5.47%
1-Year
7.89%
41.79%
3-Year
1.77%
11.48%
5-Year
3.57%
12.18%
10-Year
2.83%
4.39%
Last Bull Market
5.26%
17.73%
Last Bear Market
-13.64%
-25.55%

Annual Total Return (%) History

Year
CEKRX
Category
2025
--
--
2024
6.91%
--
2023
8.89%
--
2022
-32.95%
--
2021
-7.21%
--
2020
34.11%
17.90%
2019
31.28%
19.25%
2018
-21.16%
-16.07%

2017
47.03%
34.17%
2016
5.09%
8.47%
2015
-9.06%
-13.79%
2014
-2.47%
-3.01%
2013
-1.32%
-0.14%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.05% -- -- --
2024 1.98% 4.04% 4.78% -3.84%
2023 2.85% 3.11% -4.89% 7.96%
2022 -18.47% -13.64% -12.09% 8.33%
2021 1.80% 6.24% -9.05% -5.66%
2020 -25.09% 28.34% 15.67% 20.59%
2019 14.19% 2.89% -1.71% 13.69%
2018 1.58% -9.21% -5.07% -9.95%
2017 12.43% 9.37% 11.57% 7.17%
2016 1.88% 3.04% 8.97% -8.13%

2015 4.53% 0.29% -16.52% 3.91%
2014 0.10% 5.27% -3.90% -3.69%
2013 0.96% -8.64% 2.18% 4.70%

Rank in Category (By Total Return)

YTD 70
1-Month 58
3-Month 78
1-Year 42
3-Year 87
5-Year 89

Load Adjusted Returns

1-Year 7.89%
3-Year 1.77%
5-Year 3.57%
10-Year 2.83%

Performance & Risk

YTD Return 4.96%
5y Average Return 4.00%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Diversified Emerging Mkts
Fund Family Columbia Threadneedle
Net Assets 727.11M
YTD Return 1.95%
Yield 1.34%
Morningstar Rating
Inception Date Oct 02, 2024

Fund Summary

The fund invests at least 80% of its net assets in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of companies located in emerging market countries. Emerging market countries include those countries whose economies are considered to be developing or emerging from underdevelopment. The advisor may invest in a variety of countries, industries and sectors and does not attempt to invest a specific percentage of its assets in any given country, industry or sector.

Related Tickers