Nasdaq - Delayed Quote USD

Columbia Strategic Income Adv (CMNRX)

21.80 +0.02 (+0.09%)
At close: September 6 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.94%
5y Average Return 2.96%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Sep 5, 2024) 10.28%
Worst 1Y Total Return (Sep 5, 2024) --
Best 3Y Total Return 10.28%
Worst 3Y Total Return -0.91%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CMNRX
Category
YTD
5.16%
1.90%
1-Month
1.58%
0.35%
3-Month
4.59%
1.41%
1-Year
10.86%
7.92%
3-Year
0.74%
3.65%
5-Year
2.85%
3.77%
10-Year
3.38%
2.82%
Last Bull Market
9.24%
6.13%
Last Bear Market
-6.52%
-3.74%

Annual Total Return (%) History

Year
CMNRX
Category
2024
--
--
2023
10.04%
--
2022
-11.12%
--
2021
1.85%
--
2020
7.49%
3.44%
2019
10.28%
6.69%
2018
-0.73%
-1.17%
2017
6.28%
4.06%

2016
7.97%
5.28%
2015
0.50%
-1.41%
2014
3.98%
1.24%
2013
0.17%
0.29%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.58% 0.77% -- --
2023 3.36% 0.66% -1.14% 6.99%
2022 -4.21% -6.52% -3.06% 2.38%
2021 0.75% 1.44% -0.15% -0.20%
2020 -10.06% 10.33% 3.23% 4.93%
2019 5.01% 2.25% 0.86% 1.84%
2018 -0.31% -0.49% 1.28% -1.20%
2017 1.96% 2.09% 1.58% 0.52%
2016 2.25% 2.62% 3.24% -0.33%
2015 2.21% 1.02% -2.99% 0.33%

2014 2.85% 2.63% -1.03% -0.47%
2013 0.61% -2.81% 0.95% 1.48%

Rank in Category (By Total Return)

YTD 45
1-Month 11
3-Month 8
1-Year 14
3-Year 68
5-Year 47

Load Adjusted Returns

1-Year 10.86%
3-Year 0.74%
5-Year 2.85%
10-Year 3.38%

Performance & Risk

YTD Return 5.94%
5y Average Return 2.96%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category Nontraditional Bond
Fund Family Columbia Threadneedle
Net Assets 5.65B
YTD Return 5.16%
Yield 5.64%
Morningstar Rating
Inception Date Jan 29, 1999

Fund Summary

Under normal circumstances, the fund has substantial exposure to fixed-income/debt markets. It may invest in U.S. government bonds and notes, U.S. and international bonds and notes, investment grade corporate (or similar) bonds and notes, mortgage- and other asset-backed securities, high yield (i.e., junk) instruments, floating rate loans and other floating rate debt securities, inflation-protected/linked securities, convertible securities, cash/cash equivalents, as well as foreign government, sovereign and quasi-sovereign debt investments.

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