Nasdaq - Delayed Quote USD
Columbia Total Return Bond Fund (LIBCX)
30.33
+0.18
+(0.60%)
At close: 5:13:43 PM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 2.17% |
5y Average Return | -0.04% |
Number of Years Up | 16 |
Number of Years Down | 6 |
Best 1Y Total Return (Apr 22, 2025) | 11.11% |
Worst 1Y Total Return (Apr 22, 2025) | -- |
Best 3Y Total Return | 11.11% |
Worst 3Y Total Return | -4.68% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LIBCX
Category
- YTD
- 3.01%
- -0.61%
- 1-Month
- -0.13%
- 0.77%
- 3-Month
- 3.01%
- 1.99%
- 1-Year
- 5.23%
- 3.06%
- 3-Year
- -0.67%
- 5.69%
- 5-Year
- 0.63%
- 3.75%
- 10-Year
- 1.19%
- 3.84%
- Last Bull Market
- 7.48%
- 4.61%
- Last Bear Market
- -7.44%
- 1.87%
Annual Total Return (%) History
Year
LIBCX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 3.01% | -- | -- | -- |
2024 | -0.94% | 0.25% | 6.14% | -4.00% |
2023 | 3.70% | -1.35% | -3.13% | 7.83% |
2022 | -7.15% | -7.44% | -6.02% | 1.15% |
2021 | -1.36% | 1.57% | -0.50% | -0.46% |
2020 | -2.78% | 8.83% | 2.07% | 2.88% |
2019 | 3.40% | 3.00% | 1.54% | 0.19% |
2018 | -1.29% | -0.02% | -0.06% | 0.75% |
2017 | 0.99% | 1.20% | 0.61% | -0.02% |
2016 | 2.53% | 2.67% | 1.07% | -2.50% |
2015 | 1.65% | -1.89% | 0.75% | -1.11% |
2014 | 1.92% | 2.01% | -0.13% | 0.71% |
2013 | -0.05% | -2.86% | -0.24% | 0.01% |
2012 | 1.48% | 1.53% | 2.49% | 0.81% |
2011 | 1.09% | 1.06% | 2.17% | 1.37% |
2010 | 2.84% | 1.88% | 2.93% | -0.79% |
2009 | -0.10% | 7.97% | 7.50% | 1.86% |
2008 | 0.23% | -0.65% | -5.45% | -0.80% |
2007 | 1.09% | -0.73% | 1.89% | 1.47% |
2006 | -0.70% | -0.43% | 3.55% | 1.30% |
2005 | -0.66% | 2.44% | -0.70% | 0.49% |
2004 | 2.33% | -2.56% | 3.04% | 1.21% |
2003 | 2.10% | 4.53% | 0.49% | 1.25% |
2002 | 0.84% | 1.09% | 2.31% | -- |
Rank in Category (By Total Return)
YTD | 15 |
1-Month | 49 |
3-Month | 15 |
1-Year | 50 |
3-Year | 95 |
5-Year | 62 |
Load Adjusted Returns
1-Year | 4.23% |
3-Year | -0.67% |
5-Year | 0.63% |
10-Year | 1.19% |
Performance & Risk
YTD Return | 2.17% |
5y Average Return | -0.04% |
Rank in Category (ytd) | 15 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.20 |
Morningstar Risk Rating |
Fund Overview
Category | Intermediate Core-Plus Bond |
Fund Family | Columbia Threadneedle |
Net Assets | 2.81B |
YTD Return | 3.01% |
Yield | 3.86% |
Morningstar Rating | |
Inception Date | Dec 05, 1978 |
Fund Summary
The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in bonds, notes and other debt instruments, including derivatives relating to such investments. It may invest up to 35% of its net assets in debt instruments that, at the time of purchase, are rated below investment grade or are unrated but determined to be of comparable quality (commonly referred to as "high-yield" investments or "junk" bonds).
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