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Nasdaq - Delayed Quote USD

Columbia Strategic Municipal Inc C (RTCEX)

14.02
+0.14
+(1.01%)
At close: 6:47:11 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.23%
5y Average Return 0.09%
Number of Years Up 19
Number of Years Down 5
Best 1Y Total Return (Apr 10, 2025) 11.42%
Worst 1Y Total Return (Apr 10, 2025) --
Best 3Y Total Return 11.42%
Worst 3Y Total Return -3.43%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RTCEX
Category
YTD
-0.99%
2.30%
1-Month
-2.51%
0.50%
3-Month
-0.99%
2.43%
1-Year
1.62%
6.88%
3-Year
0.32%
5.62%
5-Year
0.31%
3.37%
10-Year
1.42%
4.67%
Last Bull Market
6.37%
6.75%
Last Bear Market
-5.90%
6.47%

Annual Total Return (%) History

Year
RTCEX
Category
2025
--
--
2024
2.92%
--
2023
7.43%
--
2022
-15.04%
--
2021
1.88%
--
2020
4.04%
5.36%
2019
8.03%
8.37%
2018
-0.26%
0.27%

2017
6.51%
5.71%
2016
-0.32%
0.00%
2015
3.18%
3.07%
2014
11.42%
10.58%
2013
-4.36%
-4.59%
2012
9.63%
8.87%
2011
10.65%
10.64%
2010
0.93%
1.65%
2009
14.56%
17.30%
2008
-7.44%
-9.45%
2007
0.83%
1.27%
2006
3.49%
4.57%
2005
1.95%
3.10%
2004
3.10%
3.77%
2003
2.97%
4.90%
2002
7.18%
8.45%
2001
3.18%
3.92%
2000
--
11.24%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.99% -- -- --
2024 0.28% 1.38% 3.23% -1.93%
2023 3.25% 0.14% -5.53% 9.99%
2022 -7.87% -5.90% -5.57% 3.78%
2021 -0.13% 2.30% -1.09% 0.81%
2020 -2.93% 2.73% 1.40% 2.89%
2019 3.20% 2.32% 1.98% 0.32%
2018 -0.84% 0.66% -0.61% 0.54%
2017 1.22% 2.23% 1.43% 1.47%
2016 1.28% 3.45% -0.27% -4.60%

2015 1.05% -1.38% 1.59% 1.92%
2014 4.35% 2.93% 1.87% 1.84%
2013 0.30% -3.87% -0.93% 0.12%
2012 2.99% 2.39% 3.09% 0.84%
2011 -0.37% 4.57% 4.16% 1.96%
2010 0.89% 1.72% 3.84% -5.30%
2009 4.73% 2.89% 7.92% -1.49%
2008 -1.30% 0.55% -5.42% -1.39%
2007 0.51% -1.01% 1.07% 0.27%
2006 -0.06% -0.58% 3.40% 0.73%
2005 -0.60% 2.77% -0.59% 0.39%
2004 1.46% -2.84% 3.59% 0.96%
2003 0.56% 2.16% -0.49% 0.72%
2002 0.31% 2.86% 5.44% -1.48%
2001 2.13% -0.26% 2.37% -1.06%
2000 2.41% 5.29% -- --

Rank in Category (By Total Return)

YTD 83
1-Month 88
3-Month 83
1-Year 39
3-Year 90
5-Year 85

Load Adjusted Returns

1-Year 0.63%
3-Year 0.32%
5-Year 0.31%
10-Year 1.42%

Performance & Risk

YTD Return -3.23%
5y Average Return 0.09%
Rank in Category (ytd) 83
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.42
Morningstar Risk Rating

Fund Overview

Category Muni National Long
Fund Family Columbia Threadneedle
Net Assets 1.8B
YTD Return -0.99%
Yield 3.11%
Morningstar Rating
Inception Date Oct 02, 2024

Fund Summary

Under normal market conditions, the fund will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in bonds and other debt obligations issued by or on behalf of state or local governmental units whose interest is exempt from federal income tax. It may invest up to 20% of its net assets in securities, the income on which is subject to federal income tax and may invest without limit in debt instruments the income on which is subject to the federal alternative minimum tax.

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