Nasdaq - Delayed Quote USD

Columbia Bond Inst3 (CBFYX)

29.49 0.00 (0.00%)
At close: 8:01:35 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 3.63%
5y Average Return 0.43%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Dec 16, 2024) 9.52%
Worst 1Y Total Return (Dec 16, 2024) --
Best 3Y Total Return 9.52%
Worst 3Y Total Return -3.41%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CBFYX
Category
YTD
4.44%
-1.22%
1-Month
1.10%
0.67%
3-Month
-0.25%
1.77%
1-Year
8.88%
0.77%
3-Year
-1.90%
5.26%
5-Year
0.54%
3.02%
10-Year
2.01%
3.31%
Last Bull Market
9.51%
3.52%
Last Bear Market
-5.41%
3.25%

Annual Total Return (%) History

Year
CBFYX
Category
2024
--
--
2023
7.28%
--
2022
-15.44%
--
2021
-0.67%
--
2020
9.28%
7.52%
2019
9.52%
8.06%
2018
-0.35%
-0.50%
2017
3.95%
3.71%

2016
4.19%
3.23%
2015
0.31%
-0.26%
2014
5.59%
5.18%
2013
-2.88%
-1.42%
2012
5.98%
7.01%
2011
7.30%
5.86%
2010
6.55%
7.72%
2009
--
13.97%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.09% 0.37% 6.00% --
2023 3.97% -1.06% -2.98% 7.49%
2022 -6.43% -5.41% -5.47% 1.08%
2021 -1.80% 1.63% -0.09% -0.38%
2020 -1.74% 7.33% 1.95% 1.64%
2019 3.38% 3.43% 2.26% 0.16%
2018 -1.26% -0.30% 0.10% 1.13%
2017 0.95% 1.56% 0.98% 0.41%
2016 3.32% 2.78% 0.88% -2.74%
2015 1.63% -1.80% 1.11% -0.60%

2014 1.86% 2.15% 0.07% 1.41%
2013 -0.26% -2.64% 0.12% -0.11%
2012 0.99% 2.26% 2.33% 0.29%
2011 0.65% 1.93% 3.34% 1.20%
2010 2.13% 2.99% 2.54% -1.22%
2009 0.60% -- -- --

Rank in Category (By Total Return)

YTD 6
1-Month 52
3-Month 77
1-Year 3
3-Year 43
5-Year 22

Load Adjusted Returns

1-Year 8.88%
3-Year -1.90%
5-Year 0.54%
10-Year 2.01%

Performance & Risk

YTD Return 3.63%
5y Average Return 0.43%
Rank in Category (ytd) 6
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Fund Overview

Category Intermediate Core Bond
Fund Family Columbia Threadneedle
Net Assets 975.02M
YTD Return 4.44%
Yield 4.43%
Morningstar Rating
Inception Date Jan 09, 1986

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 bonds and other debt securities. It generally invests at least 65% of its assets in debt securities issued by the U.S. government and its agencies and instrumentalities, debt securities issued by corporations, and mortgage- and other asset-backed securities that, at the time of purchase, are rated in at least one of the three highest rating categories or are unrated but determined to be of comparable quality.

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