Nasdaq - Delayed Quote • USD
Columbia Floating Rate Inst2 (RFRFX)
At close: 8:01 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 42.50% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 5.18% |
| 5y Average Return | 4.47% |
| Rank in Category (ytd) | 61 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.20 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RFRFX | Category Average | RFRFX | Category Average | RFRFX | Category Average | |
| Alpha | 2.69 | 0.01 | 2.68 | 0.03 | 2.49 | 0.03 |
| BETA | 0.2 | 0 | 0.24 | 0 | 0.17 | 0 |
| Mean Annual Return | 0.42 | 0 | 0.38 | 0 | 0.35 | 0 |
| R-squared | 14.6 | 0.01 | 4.31 | 0.01 | 2.22 | 0 |
| Standard Deviation | 4.04 | 0.08 | 7.44 | 0.06 | 5.65 | 0.05 |
| Sharpe Ratio | 0.39 | 0 | 0.3 | 0 | 0.44 | 0.01 |
| Treynor Ratio | 7.5 | 0.11 | 8.07 | 0.2 | 14.02 | 0.43 |
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