Nasdaq - Delayed Quote USD

Columbia High Yield Bond Inst (CHYZX)

10.65 -0.01 (-0.09%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.23%
5y Average Return 3.56%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Apr 23, 2024) 16.96%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 16.96%
Worst 3Y Total Return -0.42%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CHYZX
Category
YTD
0.98%
3.62%
1-Month
1.04%
1.08%
3-Month
0.98%
2.50%
1-Year
9.48%
14.69%
3-Year
1.82%
6.16%
5-Year
4.00%
6.21%
10-Year
4.06%
5.48%
Last Bull Market
9.81%
11.96%
Last Bear Market
-9.99%
-7.27%

Annual Total Return (%) History

Year
CHYZX
Category
2024
--
--
2023
12.35%
--
2022
-10.86%
--
2021
4.85%
--
2020
5.66%
4.91%
2019
16.96%
12.62%
2018
-3.83%
-2.59%
2017
6.14%
6.47%

2016
11.41%
13.30%
2015
-0.95%
-4.01%
2014
3.93%
1.11%
2013
5.81%
6.90%
2012
15.89%
14.67%
2011
5.38%
2.83%
2010
--
14.24%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.98% -- -- --
2023 3.63% 1.22% 0.24% 6.84%
2022 -4.36% -9.99% -0.37% 3.94%
2021 0.45% 2.68% 0.75% 0.90%
2020 -12.53% 9.12% 4.47% 5.97%
2019 7.71% 3.01% 2.30% 3.05%
2018 -1.59% 0.10% 2.68% -4.91%
2017 1.92% 2.24% 1.90% -0.04%
2016 2.84% 2.64% 4.46% 1.05%
2015 2.94% -0.17% -3.50% -0.12%

2014 3.07% 2.31% -2.02% 0.59%
2013 2.40% -1.67% 2.13% 2.90%
2012 5.00% 1.99% 4.43% 3.64%
2011 3.40% 0.76% -5.82% 7.40%
2010 3.80% -- -- --

Rank in Category (By Total Return)

YTD 90
1-Month 65
3-Month 90
1-Year 72
3-Year 58
5-Year 35

Load Adjusted Returns

1-Year 9.48%
3-Year 1.82%
5-Year 4.00%
10-Year 4.06%

Performance & Risk

YTD Return 0.23%
5y Average Return 3.56%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category High Yield Bond
Fund Family Columbia Threadneedle
Net Assets 1.33B
YTD Return 0.98%
Yield 5.72%
Morningstar Rating
Inception Date Jun 26, 2000

Fund Summary

Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in high-yield debt instruments (commonly referred to as "junk" bonds or securities). It may invest up to 25% of its net assets in debt instruments of foreign issuers. The fund may invest in debt instruments of any maturity and does not seek to maintain a particular dollar-weighted average maturity.

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