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Nasdaq - Delayed Quote USD

Columbia Income Opportunities C (RIOCX)

8.57
+0.02
+(0.23%)
At close: 8:04:26 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.18%
5y Average Return 3.83%
Number of Years Up 17
Number of Years Down 4
Best 1Y Total Return (Apr 15, 2025) 15.35%
Worst 1Y Total Return (Apr 15, 2025) --
Best 3Y Total Return 15.35%
Worst 3Y Total Return -2.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RIOCX
Category
YTD
0.89%
3.62%
1-Month
-0.85%
1.08%
3-Month
0.89%
2.50%
1-Year
5.33%
14.69%
3-Year
3.09%
6.16%
5-Year
5.02%
6.21%
10-Year
2.91%
5.48%
Last Bull Market
5.88%
11.96%
Last Bear Market
-9.46%
-7.27%

Annual Total Return (%) History

Year
RIOCX
Category
2025
--
--
2024
5.15%
--
2023
10.61%
--
2022
-11.03%
--
2021
3.53%
--
2020
1.90%
4.91%
2019
15.35%
12.62%
2018
-4.85%
-2.59%

2017
5.36%
6.47%
2016
9.39%
13.30%
2015
-1.90%
-4.01%
2014
2.91%
1.11%
2013
4.02%
6.90%
2012
13.54%
14.67%
2011
5.28%
2.83%
2010
12.28%
14.24%
2009
39.19%
46.70%
2008
-20.18%
-26.41%
2007
2.10%
1.47%
2006
7.66%
10.14%
2005
2.93%
2.59%
2004
9.38%
9.99%
2003
--
24.36%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.89% -- -- --
2024 0.71% 1.27% 3.75% -0.63%
2023 3.25% 0.72% -0.07% 6.44%
2022 -4.70% -9.46% -0.57% 3.71%
2021 -0.00% 2.46% 0.48% 0.57%
2020 -13.80% 8.20% 3.87% 5.19%
2019 7.34% 3.00% 1.82% 2.47%
2018 -2.22% -0.21% 2.74% -5.08%
2017 1.87% 2.06% 1.53% -0.19%
2016 2.48% 2.27% 4.09% 0.28%

2015 2.63% -0.52% -3.83% -0.08%
2014 2.73% 1.83% -2.16% 0.55%
2013 1.54% -2.01% 1.70% 2.79%
2012 4.08% 1.87% 3.96% 3.01%
2011 3.26% 0.64% -4.61% 6.21%
2010 3.26% -0.41% 6.47% 2.55%
2009 4.89% 16.04% 9.64% 4.30%
2008 -3.15% 1.84% -5.39% -14.46%
2007 2.54% -0.13% 0.60% -0.90%
2006 1.67% -0.60% 3.15% 3.29%
2005 -1.18% 2.27% 0.66% 1.17%
2004 2.36% -1.09% 4.83% 3.06%
2003 1.62% 4.69% -- --

Rank in Category (By Total Return)

YTD 47
1-Month 26
3-Month 47
1-Year 93
3-Year 93
5-Year 94

Load Adjusted Returns

1-Year 4.33%
3-Year 3.09%
5-Year 5.02%
10-Year 2.91%

Performance & Risk

YTD Return -0.18%
5y Average Return 3.83%
Rank in Category (ytd) 47
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

Fund Overview

Category High Yield Bond
Fund Family Columbia Threadneedle
Net Assets 698.61M
YTD Return 0.89%
Yield 4.77%
Morningstar Rating
Inception Date Oct 02, 2024

Fund Summary

Under normal market conditions, the fund's assets are invested primarily in income-producing debt securities, with an emphasis on the higher rated segment of the high-yield (junk bond) market. These income-producing debt instruments include corporate debt securities as well as bank loans. The fund will purchase only debt instruments rated B or above, or if unrated, determined to be of comparable quality. It may invest in debt instruments of any maturity and does not seek to maintain a particular dollar-weighted average maturity.

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