Nasdaq - Delayed Quote USD

Columbia Strat New York Muncpl Inc Inst (CNYZX)

26.41 +0.16 (+0.61%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 3.30%
5y Average Return 0.98%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (Oct 25, 2024) 10.42%
Worst 1Y Total Return (Oct 25, 2024) --
Best 3Y Total Return 10.42%
Worst 3Y Total Return -2.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CNYZX
Category
YTD
4.95%
2.58%
1-Month
1.32%
0.59%
3-Month
3.11%
2.69%
1-Year
15.39%
6.68%
3-Year
-0.38%
5.25%
5-Year
1.24%
3.27%
10-Year
2.58%
4.33%
Last Bull Market
12.34%
5.77%
Last Bear Market
-5.88%
6.78%

Annual Total Return (%) History

Year
CNYZX
Category
2024
--
--
2023
8.28%
--
2022
-13.98%
--
2021
3.42%
--
2020
4.79%
4.55%
2019
8.06%
7.81%
2018
0.47%
1.10%
2017
5.49%
4.48%

2016
0.37%
0.57%
2015
4.24%
3.12%
2014
10.42%
10.69%
2013
-3.51%
-5.32%
2012
8.87%
8.18%
2011
--
9.85%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.38% 1.39% 3.11% --
2023 3.00% 0.60% -4.95% 9.94%
2022 -7.10% -5.88% -5.51% 4.10%
2021 0.29% 2.72% -0.76% 1.15%
2020 -1.44% 2.10% 0.67% 3.44%
2019 2.81% 2.57% 2.09% 0.37%
2018 -1.05% 0.73% -0.38% 1.17%
2017 1.41% 2.09% 0.98% 0.89%
2016 1.69% 3.21% -0.51% -3.88%
2015 1.47% -1.04% 1.90% 1.86%

2014 3.56% 2.80% 2.06% 1.64%
2013 0.26% -3.94% -0.38% 0.57%
2012 2.48% 2.47% 3.09% 0.56%
2011 2.05% -- -- --

Rank in Category (By Total Return)

YTD 3
1-Month 6
3-Month 3
1-Year 1
3-Year 59
5-Year 42

Load Adjusted Returns

1-Year 15.39%
3-Year -0.38%
5-Year 1.24%
10-Year 2.58%

Performance & Risk

YTD Return 3.30%
5y Average Return 0.98%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.29
Morningstar Risk Rating

Fund Overview

Category Muni New York Long
Fund Family Columbia Threadneedle
Net Assets 130.26M
YTD Return 4.95%
Yield 3.65%
Morningstar Rating
Inception Date Aug 01, 1997

Fund Summary

The fund normally invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in municipal bonds that pay interest exempt from U.S. federal income tax (including the federal alternative minimum tax) and New York individual income tax. The fund is non-diversified.

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