Nasdaq - Delayed Quote USD

Columbia Income Opportunities Inst2 (CEPRX)

8.79
-0.01
(-0.11%)
At close: 8:04:12 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.83%
5y Average Return 5.69%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (May 15, 2025) 16.55%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 16.55%
Worst 3Y Total Return -1.00%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CEPRX
Category
YTD
1.54%
3.62%
1-Month
0.38%
1.08%
3-Month
0.23%
2.50%
1-Year
7.60%
14.69%
3-Year
5.54%
6.16%
5-Year
5.46%
6.21%
10-Year
3.97%
5.48%
Last Bull Market
6.53%
11.96%
Last Bear Market
-9.28%
-7.27%

Annual Total Return (%) History

Year
CEPRX
Category
2025
--
--
2024
6.28%
--
2023
11.77%
--
2022
-10.11%
--
2021
4.70%
--
2020
3.11%
4.91%
2019
16.55%
12.62%
2018
-3.79%
-2.59%

2017
6.40%
6.47%
2016
10.60%
13.30%
2015
-0.76%
-4.01%
2014
4.09%
1.11%
2013
5.05%
6.90%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.15% -- -- --
2024 0.98% 1.54% 4.13% -0.47%
2023 3.52% 0.99% 0.32% 6.58%
2022 -4.43% -9.28% -0.29% 3.98%
2021 0.19% 2.75% 0.86% 0.84%
2020 -13.52% 8.57% 4.14% 5.46%
2019 7.71% 3.16% 2.19% 2.64%
2018 -1.95% 0.17% 3.01% -4.90%
2017 2.14% 2.34% 1.80% -0.02%
2016 2.65% 2.55% 4.48% 0.56%

2015 2.91% -0.33% -3.54% 0.31%
2014 3.01% 2.12% -1.87% 0.84%
2013 1.79% -1.75% 1.94% 3.05%

Rank in Category (By Total Return)

YTD 12
1-Month 17
3-Month 16
1-Year 47
3-Year 54
5-Year 65

Load Adjusted Returns

1-Year 7.60%
3-Year 5.54%
5-Year 5.46%
10-Year 3.97%

Performance & Risk

YTD Return 2.83%
5y Average Return 5.69%
Rank in Category (ytd) 12
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

Fund Overview

Category High Yield Bond
Fund Family Columbia Threadneedle
Net Assets 695.2M
YTD Return 1.54%
Yield 5.89%
Morningstar Rating
Inception Date Jun 19, 2003

Fund Summary

Under normal market conditions, the fund's assets are invested primarily in income-producing debt securities, with an emphasis on the higher rated segment of the high-yield (junk bond) market. These income-producing debt instruments include corporate debt securities as well as bank loans. The fund will purchase only debt instruments rated B or above, or if unrated, determined to be of comparable quality. It may invest in debt instruments of any maturity and does not seek to maintain a particular dollar-weighted average maturity.

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