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Nasdaq - Delayed Quote USD

Columbia Convertible Securities Inst2 (COCRX)

20.75
-0.07
(-0.34%)
As of 8:09:10 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -5.41%
5y Average Return 9.51%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Apr 16, 2025) 48.36%
Worst 1Y Total Return (Apr 16, 2025) --
Best 3Y Total Return 48.36%
Worst 3Y Total Return -1.93%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
COCRX
Category
YTD
-1.95%
4.62%
1-Month
-2.65%
1.90%
3-Month
-1.95%
2.89%
1-Year
5.71%
35.52%
3-Year
0.95%
18.94%
5-Year
11.60%
16.35%
10-Year
8.47%
10.69%
Last Bull Market
15.54%
13.19%
Last Bear Market
-16.37%
-16.08%

Annual Total Return (%) History

Year
COCRX
Category
2025
--
--
2024
9.78%
--
2023
12.30%
--
2022
-19.39%
--
2021
4.19%
--
2020
48.36%
39.91%
2019
26.57%
21.48%
2018
-0.73%
-2.11%

2017
15.50%
12.18%
2016
11.58%
7.68%
2015
-4.26%
-3.67%
2014
8.85%
6.37%
2013
24.57%
21.66%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.95% -- -- --
2024 1.83% 0.28% 5.08% 2.31%
2023 3.99% 4.71% -3.46% 6.83%
2022 -5.27% -16.37% -0.09% 1.84%
2021 2.21% 3.62% -1.22% -0.41%
2020 -13.00% 26.05% 13.32% 19.37%
2019 12.02% 5.32% -0.23% 7.52%
2018 2.44% 2.71% 3.73% -9.04%
2017 5.22% 3.01% 4.94% 1.55%
2016 -3.15% 4.66% 7.80% 2.11%

2015 3.60% 0.26% -8.00% 0.19%
2014 4.52% 5.42% -1.69% 0.49%
2013 7.86% 2.76% 6.90% 5.15%

Rank in Category (By Total Return)

YTD 48
1-Month 23
3-Month 48
1-Year 56
3-Year 60
5-Year 30

Load Adjusted Returns

1-Year 5.71%
3-Year 0.95%
5-Year 11.60%
10-Year 8.47%

Performance & Risk

YTD Return -5.41%
5y Average Return 9.51%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category Convertibles
Fund Family Columbia Threadneedle
Net Assets 1.11B
YTD Return -1.95%
Yield 2.17%
Morningstar Rating
Inception Date Oct 01, 2014

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in convertible securities. It may invest up to 15% of its total assets in Eurodollar convertible securities and up to an additional 20% of its total assets in foreign securities. Most convertible securities are not investment grade-rated. The fund also may invest directly in equity securities.

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