Nasdaq - Delayed Quote USD

Columbia Floating Rate Adv (CFLRX)

33.41 0.00 (0.00%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.16%
5y Average Return 4.44%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Sep 5, 2024) 12.00%
Worst 1Y Total Return (Sep 5, 2024) --
Best 3Y Total Return 12.00%
Worst 3Y Total Return 1.16%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CFLRX
Category
YTD
5.04%
2.87%
1-Month
0.44%
0.37%
3-Month
1.36%
1.35%
1-Year
8.58%
10.15%
3-Year
5.05%
3.23%
5-Year
4.45%
3.90%
10-Year
4.03%
3.49%
Last Bull Market
5.10%
7.61%
Last Bear Market
-5.46%
-3.97%

Annual Total Return (%) History

Year
CFLRX
Category
2024
--
--
2023
12.00%
--
2022
-2.46%
--
2021
4.81%
--
2020
1.26%
1.16%
2019
7.85%
7.45%
2018
0.30%
-0.26%
2017
4.19%
3.48%

2016
9.89%
9.25%
2015
-0.15%
-1.25%
2014
1.12%
0.57%
2013
--
5.68%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.16% 1.57% -- --
2023 2.53% 3.04% 3.21% 2.72%
2022 -0.33% -5.46% 0.72% 2.78%
2021 1.75% 1.61% 0.93% 0.44%
2020 -14.25% 9.35% 4.08% 3.77%
2019 3.70% 1.47% 0.84% 1.65%
2018 1.56% 0.70% 1.73% -3.60%
2017 0.88% 0.63% 1.25% 1.38%
2016 1.69% 2.72% 3.11% 2.03%
2015 2.14% 0.92% -1.60% -1.56%

2014 1.05% 1.33% -0.56% -0.69%
2013 0.56% 1.20% 1.91% --

Rank in Category (By Total Return)

YTD 74
1-Month 91
3-Month 88
1-Year 75
3-Year 60
5-Year 53

Load Adjusted Returns

1-Year 8.58%
3-Year 5.05%
5-Year 4.45%
10-Year 4.03%

Performance & Risk

YTD Return 5.16%
5y Average Return 4.44%
Rank in Category (ytd) 74
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.19
Morningstar Risk Rating

Fund Overview

Category Bank Loan
Fund Family Columbia Threadneedle
Net Assets 729.92M
YTD Return 5.04%
Yield 8.71%
Morningstar Rating
Inception Date Feb 28, 2013

Fund Summary

Under normal market conditions, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) will be invested in floating rate loans and floating rate debt securities. These debt instruments will generally be rated non-investment grade by recognized rating agencies (similar to "high yield" investments or "junk bonds") or, if unrated, determined to be of comparable quality. It may invest up to 25% of its net assets in foreign investments.

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