Nasdaq - Delayed Quote USD

Columbia Commodity Strategy Inst (CCSZX)

9.71 +0.03 (+0.31%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 8.37%
5y Average Return 9.65%
Number of Years Up 5
Number of Years Down 6
Best 1Y Total Return (Apr 25, 2024) 32.22%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 32.22%
Worst 3Y Total Return -18.79%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CCSZX
Category
YTD
4.35%
22.37%
1-Month
4.94%
1.67%
3-Month
4.35%
13.11%
1-Year
1.91%
48.08%
3-Year
12.28%
3.58%
5-Year
8.92%
3.25%
10-Year
-0.82%
-4.08%
Last Bull Market
38.26%
5.07%
Last Bear Market
-4.93%
-18.58%

Annual Total Return (%) History

Year
CCSZX
Category
2024
--
--
2023
-7.00%
--
2022
18.75%
--
2021
32.22%
--
2020
-1.17%
-3.09%
2019
7.45%
7.87%
2018
-13.96%
-11.52%
2017
1.71%
3.66%

2016
12.27%
12.16%
2015
-23.77%
-23.99%
2014
-21.16%
-17.98%
2013
-10.88%
-8.73%
2012
--
-0.62%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.35% -- -- --
2023 -4.77% -3.24% 5.29% -4.14%
2022 25.71% -4.93% -4.74% 4.30%
2021 7.66% 15.35% 8.02% -1.43%
2020 -21.82% 5.81% 9.27% 9.33%
2019 5.56% -0.69% -1.84% 4.42%
2018 -0.53% -0.53% -2.67% -10.65%
2017 -2.15% -3.30% 2.84% 4.52%
2016 1.01% 13.15% -4.05% 2.39%
2015 -5.98% 5.38% -14.71% -9.80%

2014 3.75% 1.17% -11.87% -14.77%
2013 -1.94% -10.55% 2.46% -0.84%
2012 11.74% -5.31% -- --

Rank in Category (By Total Return)

YTD 45
1-Month 18
3-Month 45
1-Year 36
3-Year 30
5-Year 28

Load Adjusted Returns

1-Year 1.91%
3-Year 12.28%
5-Year 8.92%
10-Year -0.82%

Performance & Risk

YTD Return 8.37%
5y Average Return 9.65%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category Commodities Broad Basket
Fund Family Columbia Threadneedle
Net Assets 238.73M
YTD Return 4.35%
Yield 4.23%
Morningstar Rating
Inception Date Jun 18, 2012

Fund Summary

Under normal circumstances, the fund seeks to maintain substantial economic exposure to the performance of the commodities markets. It invests, directly or indirectly, in a portfolio of commodity-linked investments, such as commodity-linked futures, structured notes and/or swaps, that are designed to provide exposure to the investment return of assets that trade in the commodities markets, without investing directly in physical commodities.

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