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Nasdaq - Delayed Quote USD

Columbia High Yield Bond R (CHBRX)

10.74
-0.12
(-1.10%)
At close: 8:00:20 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.27%
5y Average Return 6.35%
Number of Years Up 14
Number of Years Down 4
Best 1Y Total Return (Apr 3, 2025) 16.35%
Worst 1Y Total Return (Apr 3, 2025) --
Best 3Y Total Return 16.35%
Worst 3Y Total Return -0.89%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CHBRX
Category
YTD
0.78%
3.62%
1-Month
-0.94%
1.08%
3-Month
0.78%
2.50%
1-Year
6.46%
14.69%
3-Year
3.69%
6.16%
5-Year
5.97%
6.21%
10-Year
3.86%
5.48%
Last Bull Market
7.01%
11.96%
Last Bear Market
-10.06%
-7.27%

Annual Total Return (%) History

Year
CHBRX
Category
2025
--
--
2024
6.54%
--
2023
11.77%
--
2022
-11.25%
--
2021
4.33%
--
2020
5.13%
4.91%
2019
16.35%
12.62%
2018
-4.61%
-2.59%

2017
5.96%
6.47%
2016
10.84%
13.30%
2015
-1.76%
-4.01%
2014
3.43%
1.11%
2013
5.63%
6.90%
2012
15.29%
14.67%
2011
4.85%
2.83%
2010
12.96%
14.24%
2009
49.90%
46.70%
2008
-25.10%
-26.41%
2007
1.67%
1.47%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.78% -- -- --
2024 0.86% 1.45% 4.40% -0.26%
2023 3.49% 1.10% 0.12% 6.69%
2022 -4.46% -10.06% -0.49% 3.80%
2021 0.33% 2.55% 0.71% 0.69%
2020 -12.59% 8.96% 4.41% 5.73%
2019 7.56% 2.88% 2.17% 2.91%
2018 -2.04% -0.03% 2.54% -5.01%
2017 1.79% 2.45% 1.43% 0.17%
2016 2.71% 2.50% 4.32% 0.92%

2015 2.46% -0.29% -3.61% -0.24%
2014 2.59% 2.18% -2.13% 0.81%
2013 2.28% -1.45% 1.99% 2.76%
2012 4.86% 1.87% 4.28% 3.50%
2011 3.61% 0.62% -5.88% 6.86%
2010 3.21% -0.48% 6.07% 3.68%
2009 4.16% 23.30% 11.45% 4.73%
2008 -4.58% 3.63% -6.77% -18.75%
2007 3.11% 0.01% 0.06% -1.48%

Rank in Category (By Total Return)

YTD 59
1-Month 38
3-Month 59
1-Year 61
3-Year 80
5-Year 74

Load Adjusted Returns

1-Year 6.46%
3-Year 3.69%
5-Year 5.97%
10-Year 3.86%

Performance & Risk

YTD Return 0.27%
5y Average Return 6.35%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

Fund Overview

Category High Yield Bond
Fund Family Columbia Threadneedle
Net Assets 1.33B
YTD Return 0.78%
Yield 5.38%
Morningstar Rating
Inception Date Nov 08, 2012

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 high-yield debt instruments (commonly referred to as "junk" bonds or securities). It may invest up to 25% of its net assets in debt instruments of foreign issuers. The fund may invest in debt instruments of any maturity and does not seek to maintain a particular dollar-weighted average maturity.

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