Nasdaq - Delayed Quote USD

Columbia Strategic Income Inst2 (CTIVX)

21.86 +0.03 (+0.14%)
At close: September 6 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.90%
5y Average Return 3.01%
Number of Years Up 10
Number of Years Down 2
Best 1Y Total Return (Sep 5, 2024) 11.97%
Worst 1Y Total Return (Sep 5, 2024) --
Best 3Y Total Return 11.97%
Worst 3Y Total Return -0.87%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CTIVX
Category
YTD
5.13%
1.90%
1-Month
1.58%
0.35%
3-Month
4.59%
1.41%
1-Year
10.88%
7.92%
3-Year
0.78%
3.65%
5-Year
2.89%
3.77%
10-Year
3.44%
2.82%
Last Bull Market
9.23%
6.13%
Last Bear Market
-6.49%
-3.74%

Annual Total Return (%) History

Year
CTIVX
Category
2024
--
--
2023
10.17%
--
2022
-11.10%
--
2021
1.88%
--
2020
7.56%
3.44%
2019
10.31%
6.69%
2018
-0.69%
-1.17%
2017
6.33%
4.06%

2016
8.27%
5.28%
2015
0.43%
-1.41%
2014
4.11%
1.24%
2013
0.43%
0.29%
2012
11.97%
7.50%
2011
--
-1.29%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.55% 0.78% -- --
2023 3.41% 0.67% -1.17% 7.09%
2022 -4.19% -6.49% -3.04% 2.34%
2021 0.71% 1.49% -0.14% -0.19%
2020 -10.03% 10.32% 3.28% 4.93%
2019 5.01% 2.26% 0.87% 1.84%
2018 -0.30% -0.47% 1.29% -1.19%
2017 1.98% 2.10% 1.59% 0.53%
2016 2.45% 2.65% 3.26% -0.30%
2015 2.24% 1.05% -2.96% 0.18%

2014 2.88% 2.66% -0.99% -0.44%
2013 0.63% -2.63% 0.98% 1.51%
2012 3.72% 1.35% 4.29% 2.14%
2011 2.01% -2.66% 4.64% --

Rank in Category (By Total Return)

YTD 46
1-Month 11
3-Month 8
1-Year 14
3-Year 67
5-Year 46

Load Adjusted Returns

1-Year 10.88%
3-Year 0.78%
5-Year 2.89%
10-Year 3.44%

Performance & Risk

YTD Return 5.90%
5y Average Return 3.01%
Rank in Category (ytd) 46
% 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 5.13%
Yield 5.67%
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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