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Nasdaq - Delayed Quote USD

Columbia Convertible Securities C (PHIKX)

20.16
-0.36
(-1.75%)
As of 8:09:21 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -6.60%
5y Average Return 8.47%
Number of Years Up 21
Number of Years Down 7
Best 1Y Total Return (Apr 10, 2025) 46.82%
Worst 1Y Total Return (Apr 10, 2025) --
Best 3Y Total Return 46.82%
Worst 3Y Total Return -2.97%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PHIKX
Category
YTD
-2.24%
4.62%
1-Month
-2.78%
1.90%
3-Month
-2.24%
2.89%
1-Year
4.63%
35.52%
3-Year
-0.11%
18.94%
5-Year
10.42%
16.35%
10-Year
7.31%
10.69%
Last Bull Market
14.84%
13.19%
Last Bear Market
-16.57%
-16.08%

Annual Total Return (%) History

Year
PHIKX
Category
2025
--
--
2024
8.68%
--
2023
11.12%
--
2022
-20.25%
--
2021
3.09%
--
2020
46.82%
39.91%
2019
25.16%
21.48%
2018
-1.73%
-2.11%

2017
14.26%
12.18%
2016
10.38%
7.68%
2015
-5.32%
-3.67%
2014
7.60%
6.37%
2013
23.18%
21.66%
2012
12.24%
10.92%
2011
-5.83%
-5.62%
2010
18.21%
16.77%
2009
32.13%
40.58%
2008
-33.93%
-33.38%
2007
5.61%
7.51%
2006
8.86%
10.72%
2005
2.46%
3.59%
2004
10.05%
9.03%
2003
24.96%
26.24%
2002
-10.34%
-7.77%
2001
-8.60%
-6.57%
2000
14.13%
2.52%
1999
25.95%
29.21%
1998
6.30%
4.18%
1997
21.32%
18.46%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.24% -- -- --
2024 1.54% 0.07% 4.76% 2.10%
2023 3.73% 4.43% -3.70% 6.53%
2022 -5.53% -16.57% -0.36% 1.55%
2021 1.93% 3.37% -1.50% -0.66%
2020 -13.19% 25.69% 13.02% 19.05%
2019 11.66% 5.06% -0.50% 7.24%
2018 2.15% 2.47% 3.49% -9.29%
2017 4.99% 2.71% 4.65% 1.24%
2016 -3.38% 4.36% 7.53% 1.80%

2015 3.36% -0.02% -8.28% -0.11%
2014 4.21% 5.13% -1.94% 0.16%
2013 7.57% 2.49% 6.59% 4.83%
2012 10.53% -4.15% 3.94% 1.92%
2011 5.42% -0.47% -14.92% 5.49%
2010 4.30% -5.82% 10.53% 8.89%
2009 3.85% 9.16% 12.14% 3.93%
2008 -6.70% 0.88% -14.32% -18.08%
2007 2.50% 3.82% 1.50% -2.23%
2006 3.33% -0.65% 2.85% 3.11%
2005 -3.47% 0.60% 5.95% -0.42%
2004 2.98% -0.06% -0.11% 7.05%
2003 0.30% 9.54% 2.76% 10.69%
2002 2.06% -5.33% -10.80% 4.03%
2001 -9.14% 3.80% -8.56% 5.99%
2000 13.33% -3.72% 4.02% 0.55%
1999 3.14% 6.72% -2.29% 17.11%
1998 6.42% -1.36% -9.59% 12.00%
1997 2.08% 12.77% 9.69% -3.92%

Rank in Category (By Total Return)

YTD 54
1-Month 39
3-Month 54
1-Year 67
3-Year 78
5-Year 59

Load Adjusted Returns

1-Year 3.63%
3-Year -0.11%
5-Year 10.42%
10-Year 7.31%

Performance & Risk

YTD Return -6.60%
5y Average Return 8.47%
Rank in Category (ytd) 54
% 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 -2.24%
Yield 1.16%
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.

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