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Nasdaq - Delayed Quote USD

Columbia Limited Duration Credit Inst2 (CTLRX)

9.85
0.00
(0.00%)
As of 8:09:10 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.52%
5y Average Return 2.35%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Apr 17, 2025) 7.66%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 7.66%
Worst 3Y Total Return -0.43%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CTLRX
Category
YTD
1.83%
0.44%
1-Month
0.44%
0.02%
3-Month
1.83%
0.56%
1-Year
6.14%
2.65%
3-Year
3.70%
3.38%
5-Year
3.21%
2.40%
10-Year
2.55%
2.01%
Last Bull Market
4.95%
2.63%
Last Bear Market
-2.76%
-0.33%

Annual Total Return (%) History

Year
CTLRX
Category
2025
--
--
2024
4.88%
--
2023
6.81%
--
2022
-6.09%
--
2021
-0.59%
--
2020
5.75%
3.81%
2019
7.66%
4.72%
2018
0.16%
0.92%

2017
2.03%
1.73%
2016
6.52%
2.08%
2015
-1.46%
0.19%
2014
0.84%
1.07%
2013
1.43%
0.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.83% -- -- --
2024 0.63% 0.97% 3.67% -0.42%
2023 2.52% -0.20% 0.21% 4.18%
2022 -3.93% -2.76% -1.72% 2.29%
2021 -0.57% 0.65% 0.06% -0.72%
2020 -3.83% 7.30% 0.97% 1.50%
2019 2.82% 2.42% 1.03% 1.19%
2018 -0.76% 0.12% 0.72% 0.09%
2017 0.73% 0.64% 0.67% -0.01%
2016 1.99% 3.07% 1.42% -0.09%

2015 1.10% -0.16% -1.64% -0.75%
2014 1.00% 0.96% -0.26% -0.85%
2013 0.56% -0.75% 0.71% 0.91%

Rank in Category (By Total Return)

YTD 31
1-Month 7
3-Month 31
1-Year 35
3-Year 31
5-Year 26

Load Adjusted Returns

1-Year 6.14%
3-Year 3.70%
5-Year 3.21%
10-Year 2.55%

Performance & Risk

YTD Return 1.52%
5y Average Return 2.35%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.48
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family Columbia Threadneedle
Net Assets 519.25M
YTD Return 1.83%
Yield 3.89%
Morningstar Rating
Inception Date Mar 19, 2013

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 corporate bonds. It primarily invests in debt securities with short- and intermediate-term maturities generally similar to those included in the fund's benchmark index, the Bloomberg U.S. 1-5 Year Corporate Index (the index).

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