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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
2025
--
--
2024
1.20%
--
2023
6.86%
--
2022
-18.31%
--
2021
-0.78%
--
2020
11.11%
8.06%
2019
8.35%
8.94%
2018
-0.63%
-0.61%

2017
2.80%
4.27%
2016
3.73%
3.86%
2015
-0.64%
-0.45%
2014
4.57%
5.42%
2013
-3.13%
-0.90%
2012
6.46%
7.76%
2011
5.80%
6.27%
2010
7.00%
8.51%
2009
18.11%
15.12%
2008
-6.60%
-3.86%
2007
3.74%
5.62%
2006
3.72%
4.48%
2005
1.54%
2.09%
2004
3.99%
4.59%
2003
8.58%
6.32%
2002
--
8.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
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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