Nasdaq - Delayed Quote USD
Columbia Convertible Securities A (PACIX)
20.62
+0.82
+(4.14%)
At close: 8:04:04 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -4.73% |
| 5y Average Return | 9.68% |
| Number of Years Up | 28 |
| Number of Years Down | 9 |
| Best 1Y Total Return (Apr 9, 2025) | 47.88% |
| Worst 1Y Total Return (Apr 9, 2025) | -- |
| Best 3Y Total Return | 47.88% |
| Worst 3Y Total Return | -2.24% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PACIX
Category
- YTD
- -2.05%
- 4.62%
- 1-Month
- -2.67%
- 1.90%
- 3-Month
- -2.05%
- 2.89%
- 1-Year
- 5.44%
- 35.52%
- 3-Year
- 0.65%
- 18.94%
- 5-Year
- 11.26%
- 16.35%
- 10-Year
- 8.12%
- 10.69%
- Last Bull Market
- 15.35%
- 13.19%
- Last Bear Market
- -16.40%
- -16.08%
Annual Total Return (%) History
Year
PACIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -2.05% | -- | -- | -- |
| 2024 | 1.73% | 0.26% | 4.98% | 2.27% |
| 2023 | 3.91% | 4.60% | -3.54% | 6.74% |
| 2022 | -5.37% | -16.40% | -0.17% | 1.78% |
| 2021 | 2.12% | 3.54% | -1.31% | -0.46% |
| 2020 | -13.07% | 25.95% | 13.24% | 19.28% |
| 2019 | 11.88% | 5.24% | -0.31% | 7.46% |
| 2018 | 2.38% | 2.60% | 3.68% | -9.09% |
| 2017 | 5.12% | 2.95% | 4.84% | 1.43% |
| 2016 | -3.19% | 4.54% | 7.71% | 2.04% |
| 2015 | 3.54% | 0.17% | -8.08% | 0.09% |
| 2014 | 4.45% | 5.31% | -1.75% | 0.35% |
| 2013 | 7.75% | 2.68% | 6.77% | 5.01% |
| 2012 | 10.71% | -3.96% | 4.05% | 2.18% |
| 2011 | 5.68% | -0.28% | -14.78% | 5.75% |
| 2010 | 4.47% | -5.63% | 10.79% | 9.00% |
| 2009 | 4.03% | 9.36% | 12.42% | 4.12% |
| 2008 | -6.51% | 1.07% | -14.19% | -17.91% |
| 2007 | 2.69% | 4.01% | 1.74% | -2.10% |
| 2006 | 3.58% | -0.46% | 3.04% | 3.30% |
| 2005 | -3.28% | 0.79% | 6.20% | -0.29% |
| 2004 | 3.21% | 0.06% | 0.15% | 7.18% |
| 2003 | 0.52% | 9.71% | 3.00% | 10.88% |
| 2002 | 2.27% | -5.17% | -10.59% | 4.22% |
| 2001 | -8.98% | 4.03% | -8.41% | 6.19% |
| 2000 | 13.49% | -3.55% | 4.24% | 0.67% |
| 1999 | 3.21% | 6.88% | -2.12% | 17.39% |
| 1998 | 6.50% | -1.49% | -9.41% | 12.14% |
| 1997 | 2.23% | 12.84% | 9.87% | -3.77% |
| 1996 | 5.95% | 2.31% | 4.72% | 5.23% |
| 1995 | 5.15% | 7.36% | 6.06% | 3.66% |
| 1994 | -2.63% | -3.04% | 4.71% | -4.77% |
| 1993 | 7.99% | 5.08% | 4.27% | 4.92% |
| 1992 | 2.29% | 2.30% | 6.06% | 8.08% |
| 1991 | 17.59% | 4.56% | 6.26% | 5.81% |
| 1990 | 1.21% | 6.05% | -12.28% | 1.63% |
| 1989 | 6.61% | 11.73% | 5.90% | 1.41% |
| 1988 | 8.20% | 4.69% | 0.50% | 1.25% |
| 1987 | -11.98% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 51 |
| 1-Month | 26 |
| 3-Month | 51 |
| 1-Year | 62 |
| 3-Year | 64 |
| 5-Year | 36 |
Load Adjusted Returns
| 1-Year | -0.62% |
| 3-Year | -1.32% |
| 5-Year | 9.95% |
| 10-Year | 7.48% |
Performance & Risk
| YTD Return | -4.73% |
| 5y Average Return | 9.68% |
| Rank in Category (ytd) | 51 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Fund Overview
| Category | Convertibles |
| Fund Family | Columbia Threadneedle |
| Net Assets | 1.11B |
| YTD Return | -2.05% |
| Yield | 1.91% |
| Morningstar Rating | |
| Inception Date | Sep 25, 1987 |
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 convertible securities. It may invest up to 15% of its total assets in Eurodollar convertible securities and up to an additional 20% of its total assets in foreign securities. Most convertible securities are not investment grade-rated. The fund also may invest directly in equity securities.
Related Tickers
UOPIX ProFunds UltraNASDAQ-100 Fund
90.66
+23.95%
UOPSX ProFunds UltraNASDAQ-100 Fund
62.20
+23.95%
RYCCX Rydex NASDAQ-100 2x Strategy C
305.87
+23.83%
RYVLX Rydex NASDAQ-100 2x Strategy A
435.82
+23.83%
RYVYX Rydex NASDAQ-100 2x Strategy H
435.68
+23.83%
FSELX Fidelity Select Semiconductors
27.58
+18.83%
UMPIX ProFunds UltraMid Cap Fund
51.92
+18.76%
UMPSX ProFunds UltraMid Cap Fund
39.97
+18.75%
FELAX Fidelity Advisor Semiconductors A
67.52
+18.62%
FELIX Fidelity Advisor Semiconductors I
73.58
+18.62%
FIKGX Fidelity Advisor Semiconductors Z
73.84
+18.62%
FELCX Fidelity Advisor Semiconductors C
52.69
+18.62%
FELTX Fidelity Advisor Semiconductors M
62.57
+18.62%
RYSIX Rydex Electronics Inv
348.34
+18.54%
RYELX Rydex Electronics A
315.49
+18.54%
RYSAX Rydex Electronics H
305.49
+18.54%
INPIX ProFunds Internet UltraSector Inv
47.44
+16.36%
INPSX ProFunds Internet UltraSector Svc
30.11
+16.34%
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
47.21
+16.28%
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
59.50
+16.26%
RYLDX Rydex Dow 2x Strategy A
149.17
+15.69%
RYCVX Rydex Dow 2x Strategy H
148.52
+15.69%
UDPIX ProFunds Ultra Dow 30 ProFund
70.08
+15.68%
RYCYX Rydex Dow 2x Strategy C
122.90
+15.68%
FSPTX Fidelity Select Technology
31.31
+14.81%
FIKHX Fidelity Advisor Technology Z
115.72
+14.69%
FATIX Fidelity Advisor Technology Fund
115.73
+14.69%
FATEX Fidelity Advisor Technology Fund
91.32
+14.68%
FADTX Fidelity Advisor Technology A
101.50
+14.68%
FTHCX Fidelity Advisor Technology C
71.75
+14.67%
RYAHX Rydex Mid-Cap 1.5x Strategy A
110.17
+13.89%
RYMDX Rydex Mid-Cap 1.5x Strategy H
110.68
+13.89%
PGKRX PGIM Jennison Technology R6
23.15
+13.70%
PGKAX PGIM Jennison Technology A
22.67
+13.69%
PGKCX PGIM Jennison Technology C
21.43
+13.69%
PGKZX Prudential Investment Portfolios 12 - PGIM Jennison Technology Fund
23.10
+13.68%
CGTDX Columbia Global Technology Growth S
80.32
+13.45%
CMTFX Columbia Global Technology Growth Inst
80.32
+13.45%
CGTUX Columbia Global Technology Growth Inst3
82.81
+13.44%
CTCAX Columbia Global Technology Growth A
75.82
+13.44%
CTHRX Columbia Global Technology Growth Inst2
82.37
+13.43%
CTHCX Columbia Global Technology Growth C
64.22
+13.42%
NWHOX Nationwide Bailard Tech & Sci A
23.82
+13.05%
BSTSX BlackRock Technology Opportunities Svc
58.88
+13.01%
NWHQX Nationwide Bailard Tech & Sci M
27.27
+13.01%
BTEKX BlackRock Technology Opportunities K
63.94
+13.01%
NWHUX Nationwide Bailard Tech & Sci Instl Svc
26.94
+13.00%
BGSIX BlackRock Technology Opportunities Fund
63.71
+13.00%
BGSRX BlackRock Technology Opportunities Fund
57.20
+13.00%
BGSAX BlackRock Technology Opportunities Fund
57.38
+13.00%
NWHTX Nationwide Bailard Tech & Sci R6
27.13
+12.99%
WIREX Wireless
16.73
+12.96%
SHGTX Columbia Seligman Global Tech A
62.04
+12.84%
CSGZX Columbia Seligman Global Tech Inst
64.77
+12.84%
CSGAX Columbia Seligman Global Technology S
64.78
+12.84%
SGTTX Columbia Seligman Global Tech Inst2
65.51
+12.83%
CGTYX Columbia Seligman Global Tech Inst3
64.91
+12.83%
SGTRX Columbia Seligman Global Tech R
57.26
+12.83%
SHTCX Columbia Seligman Global Tech C
34.36
+12.80%
BPTIX Baron Partners Institutional
181.10
+12.78%
BPTRX Baron Partners Retail
173.31
+12.77%
FTRNX Fidelity Trend
152.02
+12.72%
SCMIX Columbia Seligman Tech & Info Inst2
127.41
+12.70%
CCOYX Columbia Seligman Technology and Information Fund
125.73
+12.70%
SCIRX Columbia Seligman Tech & Info R
94.53
+12.70%
CCIZX Columbia Seligman Tech & Info Inst
126.22
+12.70%
CCIFX Columbia Seligman Technology And Info S
126.22
+12.70%
SLMCX Columbia Seligman Tech & Info A
105.82
+12.69%
FBCJX Fidelity Advisor Blue Chip Grow
195.34
+12.67%
FBCEX Fidelity Advisor Blue Chip Grow
194.99
+12.67%
FBCCX Fidelity Advisor Blue Chip Growth A
195.09
+12.67%
FBCKX Fidelity Advisor Blue Chip Grow
195.37
+12.67%
FBGKX Fidelity Blue Chip Growth Fund
196.80
+12.67%
FBGRX Fidelity Blue Chip Growth Fund
195.65
+12.67%
FBCHX Fidelity Advisor Blue Chip Grow
194.41
+12.67%
BIOIX Baron Opportunity Fund
44.56
+12.44%
BIOUX Baron Opportunity Fund
44.61
+12.42%
BIOPX Baron Opportunity Fund
41.58
+12.41%
KTCAX DWS Science and Technology A
34.51
+12.30%
KTCIX DWS Science and Technology Inst
41.28
+12.30%
KTCSX DWS Science and Technology S
35.95
+12.27%
JATAX Janus Henderson Global Technology and Innovation Fund
53.36
+12.22%
JAGTX Janus Henderson Glb Tech and Innovt T
55.13
+12.21%
JATIX Janus Henderson Global Technology and Innovation Fund
56.91
+12.20%
JATSX Janus Henderson Global Technology and Innovation Fund
51.23
+12.20%
JNGTX Janus Henderson Glb Tech and Innovt D
56.05
+12.19%
FNCMX Fidelity Nasdaq Composite Index
217.42
+12.16%
TSNIX T. Rowe Price Science & Tech I
42.84
+12.09%
AULGX American Century Ultra R5
87.75
+12.08%
TWUIX American Century Ultra Fund
87.67
+12.08%
AULNX American Century Ultra G
92.23
+12.08%
AULDX American Century Ultra R6
88.76
+12.07%
AULYX American Century Ultra Y
88.88
+12.07%
TWUAX American Century Ultra Fund
75.51
+12.07%
TWCUX American Century Ultra Fund
82.20
+12.07%
ALAFX Alger Focus Equity A
70.41
+12.06%
ALGRX Alger Focus Equity I
71.01
+12.06%
ALZFX Alger Focus Equity Z
73.52
+12.06%
ALGYX Alger Focus Equity Y
73.81
+12.05%
ALCFX Alger Focus Equity C
62.96
+12.05%