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Nasdaq - Delayed Quote USD

Columbia High Yield Municipal Fund (LHIAX)

8.81
+0.04
+(0.46%)
At close: April 16 at 6:49:18 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.62%
5y Average Return 1.52%
Number of Years Up 20
Number of Years Down 4
Best 1Y Total Return (Apr 14, 2025) 13.64%
Worst 1Y Total Return (Apr 14, 2025) --
Best 3Y Total Return 13.64%
Worst 3Y Total Return -3.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LHIAX
Category
YTD
-0.06%
4.55%
1-Month
-2.22%
1.05%
3-Month
-0.06%
3.41%
1-Year
4.89%
10.93%
3-Year
1.12%
5.87%
5-Year
2.07%
4.30%
10-Year
2.50%
5.93%
Last Bull Market
8.95%
8.20%
Last Bear Market
-7.23%
7.76%

Annual Total Return (%) History

Year
LHIAX
Category
2025
--
--
2024
7.46%
--
2023
6.85%
--
2022
-17.33%
--
2021
6.34%
--
2020
3.54%
3.45%
2019
8.44%
9.12%
2018
2.20%
2.11%

2017
6.82%
7.38%
2016
0.48%
0.90%
2015
4.94%
4.09%
2014
13.64%
13.86%
2013
-3.69%
-5.99%
2012
12.38%
13.82%
2011
11.04%
10.18%
2010
5.21%
3.77%
2009
27.52%
30.89%
2008
-23.04%
-25.27%
2007
-1.98%
-3.31%
2006
6.32%
7.14%
2005
5.31%
6.35%
2004
5.06%
6.57%
2003
6.69%
7.01%
2002
6.31%
6.29%
2001
5.06%
5.41%
2000
--
5.54%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.06% -- -- --
2024 2.39% 2.39% 4.86% -2.25%
2023 2.39% 0.77% -5.38% 9.44%
2022 -8.25% -7.23% -5.83% 3.14%
2021 1.38% 3.67% -0.22% 1.41%
2020 -5.72% 3.02% 2.33% 4.16%
2019 3.17% 2.35% 2.13% 0.56%
2018 0.07% 1.40% 0.14% 0.58%
2017 1.77% 2.07% 1.59% 1.23%
2016 1.23% 3.82% 0.12% -4.51%

2015 1.90% -0.87% 1.99% 1.86%
2014 5.36% 3.08% 2.47% 2.11%
2013 1.28% -4.17% -1.30% 0.53%
2012 4.39% 3.02% 2.86% 1.59%
2011 -0.61% 4.88% 4.54% 1.90%
2010 3.06% 2.68% 4.50% -4.86%
2009 7.43% 7.13% 11.57% -0.70%
2008 -3.39% 1.41% -5.50% -16.88%
2007 0.92% -0.47% -0.45% -1.97%
2006 1.05% 0.43% 3.37% 1.36%
2005 0.56% 2.78% 0.62% 1.26%
2004 1.32% -1.67% 3.36% 2.03%
2003 1.17% 2.91% 0.23% 2.24%
2002 0.58% 3.25% 2.73% -0.35%
2001 1.23% 0.79% 3.25% -0.27%
2000 2.42% -- -- --

Rank in Category (By Total Return)

YTD 52
1-Month 83
3-Month 52
1-Year 19
3-Year 63
5-Year 63

Load Adjusted Returns

1-Year 1.74%
3-Year 0.10%
5-Year 1.45%
10-Year 2.18%

Performance & Risk

YTD Return -3.62%
5y Average Return 1.52%
Rank in Category (ytd) 52
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.47
Morningstar Risk Rating

Fund Overview

Category High Yield Muni
Fund Family Columbia Threadneedle
Net Assets 497.58M
YTD Return -0.06%
Yield 4.63%
Morningstar Rating
Inception Date Oct 02, 2024

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 high yield securities. These securities generally include medium grade or below investment grade debt securities or unrated debt securities determined to be of comparable quality, but also may include other securities believed to have the potential for relatively high yield. It may invest in bonds of any maturity.

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