Nasdaq - Delayed Quote USD

Columbia Strategic Income Inst3 (CPHUX)

21.76 +0.03 (+0.14%)
At close: September 6 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.96%
5y Average Return 3.05%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Sep 5, 2024) 10.40%
Worst 1Y Total Return (Sep 5, 2024) --
Best 3Y Total Return 10.40%
Worst 3Y Total Return -0.82%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CPHUX
Category
YTD
5.18%
1.90%
1-Month
1.59%
0.35%
3-Month
4.57%
1.41%
1-Year
10.93%
7.92%
3-Year
0.82%
3.65%
5-Year
2.93%
3.77%
10-Year
3.47%
2.82%
Last Bull Market
9.25%
6.13%
Last Bear Market
-6.51%
-3.74%

Annual Total Return (%) History

Year
CPHUX
Category
2024
--
--
2023
10.16%
--
2022
-11.06%
--
2021
1.94%
--
2020
7.60%
3.44%
2019
10.40%
6.69%
2018
-0.64%
-1.17%
2017
6.22%
4.06%

2016
8.34%
5.28%
2015
0.66%
-1.41%
2014
3.99%
1.24%
2013
--
0.29%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.56% 0.84% -- --
2023 3.39% 0.68% -1.12% 7.03%
2022 -4.20% -6.51% -2.99% 2.36%
2021 0.73% 1.47% -0.08% -0.18%
2020 -10.05% 10.37% 3.26% 4.96%
2019 5.04% 2.28% 0.89% 1.86%
2018 -0.29% -0.46% 1.31% -1.18%
2017 1.82% 2.29% 1.43% 0.54%
2016 2.29% 2.85% 3.11% -0.12%
2015 2.43% 1.06% -2.95% 0.19%

2014 2.89% 2.68% -1.15% -0.43%
2013 0.99% 1.53% -- --

Rank in Category (By Total Return)

YTD 44
1-Month 10
3-Month 8
1-Year 14
3-Year 67
5-Year 43

Load Adjusted Returns

1-Year 10.93%
3-Year 0.82%
5-Year 2.93%
10-Year 3.47%

Performance & Risk

YTD Return 5.96%
5y Average Return 3.05%
Rank in Category (ytd) 44
% 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 5.18%
Yield 5.74%
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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