Nasdaq - Delayed Quote USD

Columbia Large Cap Growth E (CLGEX)

64.20
-0.15
(-0.23%)
As of 8:05:27 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -7.45%
5y Average Return 14.68%
Number of Years Up 14
Number of Years Down 4
Best 1Y Total Return (May 8, 2025) 43.02%
Worst 1Y Total Return (May 8, 2025) --
Best 3Y Total Return 43.02%
Worst 3Y Total Return 5.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CLGEX
Category
YTD
-9.09%
12.38%
1-Month
2.18%
5.09%
3-Month
-10.90%
10.28%
1-Year
11.70%
41.70%
3-Year
13.31%
22.56%
5-Year
14.83%
21.98%
10-Year
12.97%
15.99%
Last Bull Market
22.52%
25.99%
Last Bear Market
-22.16%
-17.29%

Annual Total Return (%) History

Year
CLGEX
Category
2025
--
--
2024
31.20%
--
2023
43.02%
--
2022
-32.40%
--
2021
28.37%
--
2020
33.82%
35.86%
2019
35.69%
31.90%
2018
-4.27%
-2.09%

2017
27.52%
27.67%
2016
0.73%
3.23%
2015
8.73%
3.60%
2014
13.77%
10.00%
2013
30.05%
33.92%
2012
20.06%
15.34%
2011
-3.15%
-2.46%
2010
17.02%
15.53%
2009
33.54%
35.68%
2008
-40.73%
-40.67%
2007
15.14%
13.35%
2006
--
7.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -11.03% -- -- --
2024 11.02% 9.65% 2.07% 5.59%
2023 13.42% 15.19% -4.49% 14.61%
2022 -10.06% -22.16% -5.40% 2.07%
2021 4.12% 12.73% 0.03% 9.33%
2020 -12.96% 26.29% 9.12% 11.56%
2019 16.50% 4.79% -0.09% 11.25%
2018 2.66% 4.46% 8.40% -17.65%
2017 9.45% 6.70% 4.72% 4.27%
2016 -4.03% 0.16% 6.16% -1.29%

2015 6.84% 1.52% -8.11% 9.09%
2014 0.66% 5.20% 1.05% 6.33%
2013 8.21% 1.10% 8.59% 9.46%
2012 17.20% -4.03% 8.12% -1.28%
2011 7.03% -0.32% -15.86% 7.88%
2010 4.24% -10.45% 11.35% 12.59%
2009 -4.97% 15.54% 14.49% 6.23%
2008 -11.93% 3.30% -14.60% -23.70%
2007 0.98% 7.12% 5.78% 0.63%
2006 6.69% -- -- --

Rank in Category (By Total Return)

YTD 81
1-Month 30
3-Month 67
1-Year 51
3-Year 55
5-Year 44

Load Adjusted Returns

1-Year 6.67%
3-Year 11.59%
5-Year 13.77%
10-Year 12.45%

Performance & Risk

YTD Return -7.45%
5y Average Return 14.68%
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Columbia Threadneedle
Net Assets 5.35B
YTD Return -9.09%
Yield 0.00%
Morningstar Rating
Inception Date Oct 30, 1998

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of large-capitalization companies, primarily common stocks and securities that can be converted into common stocks. It may invest up to 20% of its total assets in foreign securities.

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