Nasdaq - Delayed Quote USD

Columbia Limited Duration Credit A (ALDAX)

9.86
-0.02
(-0.20%)
At close: 6:49:37 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.19%
5y Average Return 1.96%
Number of Years Up 16
Number of Years Down 5
Best 1Y Total Return (May 20, 2025) 7.22%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 7.22%
Worst 3Y Total Return -0.72%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ALDAX
Category
YTD
2.29%
0.44%
1-Month
0.52%
0.02%
3-Month
1.76%
0.56%
1-Year
7.06%
2.65%
3-Year
4.22%
3.38%
5-Year
2.12%
2.40%
10-Year
2.26%
2.01%
Last Bull Market
4.77%
2.63%
Last Bear Market
-2.94%
-0.33%

Annual Total Return (%) History

Year
ALDAX
Category
2025
--
--
2024
4.57%
--
2023
6.50%
--
2022
-6.37%
--
2021
-0.89%
--
2020
5.44%
3.81%
2019
7.22%
4.72%
2018
-0.04%
0.92%

2017
1.74%
1.73%
2016
6.19%
2.08%
2015
-1.78%
0.19%
2014
0.41%
1.07%
2013
1.20%
0.45%
2012
5.77%
3.67%
2011
2.42%
1.66%
2010
6.17%
4.11%
2009
15.47%
9.30%
2008
-6.04%
-4.23%
2007
4.88%
4.29%
2006
4.09%
4.05%
2005
1.52%
1.45%
2004
3.25%
1.63%
2003
--
2.54%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.76% -- -- --
2024 0.55% 0.89% 3.60% -0.50%
2023 2.44% -0.27% 0.13% 4.10%
2022 -3.91% -2.94% -1.79% 2.22%
2021 -0.65% 0.58% -0.02% -0.80%
2020 -3.81% 7.11% 0.90% 1.43%
2019 2.74% 2.24% 0.95% 1.11%
2018 -0.84% 0.04% 0.65% 0.12%
2017 0.65% 0.57% 0.70% -0.19%
2016 2.02% 2.99% 1.34% -0.27%

2015 1.12% -0.34% -1.62% -0.93%
2014 0.91% 0.88% -0.34% -1.03%
2013 0.48% -0.74% 0.63% 0.83%
2012 2.31% 0.32% 2.41% 0.63%
2011 1.30% 1.14% -1.47% 1.45%
2010 2.01% 1.09% 3.12% -0.16%
2009 2.65% 4.84% 5.06% 2.14%
2008 -0.54% -0.01% -2.14% -3.46%
2007 1.40% -0.26% 2.09% 1.59%
2006 -0.13% 0.01% 3.13% 1.06%
2005 -0.45% 1.96% -0.32% 0.34%
2004 1.94% -1.93% 2.40% 0.85%
2003 -0.39% 0.22% -- --

Rank in Category (By Total Return)

YTD 46
1-Month 61
3-Month 39
1-Year 47
3-Year 35
5-Year 61

Load Adjusted Returns

1-Year 2.87%
3-Year 3.17%
5-Year 1.50%
10-Year 1.95%

Performance & Risk

YTD Return 2.19%
5y Average Return 1.96%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.49
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family Columbia Threadneedle
Net Assets 515.58M
YTD Return 2.29%
Yield 3.62%
Morningstar Rating
Inception Date Mar 19, 2013

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 corporate bonds. It primarily invests in debt securities with short- and intermediate-term maturities generally similar to those included in the fund's benchmark index, the Bloomberg U.S. 1-5 Year Corporate Index (the index).

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