Nasdaq - Delayed Quote USD

Columbia Floating Rate Inst2 (RFRFX)

33.82 0.00 (0.00%)
At close: 6:26:48 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 8.10%
5y Average Return 4.87%
Number of Years Up 13
Number of Years Down 2
Best 1Y Total Return (Dec 10, 2024) 42.50%
Worst 1Y Total Return (Dec 10, 2024) --
Best 3Y Total Return 42.50%
Worst 3Y Total Return 1.20%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RFRFX
Category
YTD
7.78%
2.87%
1-Month
0.92%
0.37%
3-Month
2.58%
1.35%
1-Year
9.25%
10.15%
3-Year
5.83%
3.23%
5-Year
4.93%
3.90%
10-Year
4.37%
3.49%
Last Bull Market
5.14%
7.61%
Last Bear Market
-5.45%
-3.97%

Annual Total Return (%) History

Year
RFRFX
Category
2024
--
--
2023
12.03%
--
2022
-2.41%
--
2021
4.85%
--
2020
1.29%
1.16%
2019
8.00%
7.45%
2018
0.24%
-0.26%
2017
4.22%
3.48%

2016
9.91%
9.25%
2015
-0.07%
-1.25%
2014
1.20%
0.57%
2013
5.81%
5.68%
2012
10.73%
9.43%
2011
1.44%
1.63%
2010
11.50%
9.44%
2009
42.50%
41.81%
2008
--
-29.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.19% 1.54% 2.01% --
2023 2.54% 3.04% 3.22% 2.72%
2022 -0.32% -5.45% 0.74% 2.78%
2021 1.75% 1.62% 0.94% 0.45%
2020 -14.27% 9.31% 4.16% 3.77%
2019 3.69% 1.48% 0.96% 1.66%
2018 1.56% 0.72% 1.74% -3.67%
2017 0.89% 0.63% 1.25% 1.38%
2016 1.58% 2.84% 3.11% 2.04%
2015 2.15% 0.94% -1.57% -1.53%

2014 1.06% 1.35% -0.54% -0.66%
2013 1.97% 0.58% 1.22% 1.93%
2012 4.63% 0.68% 3.07% 1.99%
2011 2.49% 0.46% -4.99% 3.69%
2010 4.39% -1.26% 3.51% 4.51%
2009 8.00% 17.18% 8.84% 3.45%
2008 -24.06% -- -- --

Rank in Category (By Total Return)

YTD 56
1-Month 56
3-Month 24
1-Year 69
3-Year 58
5-Year 48

Load Adjusted Returns

1-Year 9.25%
3-Year 5.83%
5-Year 4.93%
10-Year 4.37%

Performance & Risk

YTD Return 8.10%
5y Average Return 4.87%
Rank in Category (ytd) 56
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.19
Morningstar Risk Rating

Fund Overview

Category Bank Loan
Fund Family Columbia Threadneedle
Net Assets 789.59M
YTD Return 7.78%
Yield 8.45%
Morningstar Rating
Inception Date Aug 01, 2008

Fund Summary

Under normal market conditions, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) will be invested in floating rate loans and floating rate debt securities. These debt instruments will generally be rated non-investment grade by recognized rating agencies (similar to "high yield" investments or "junk bonds") or, if unrated, determined to be of comparable quality. It may invest up to 25% of its net assets in foreign investments.

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