Nasdaq - Delayed Quote USD

Columbia Global Infrastructure Fund Institutional Class (CRIZX)

12.09 +0.11 (+0.92%)
As of July 10 at 8:01 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating 2
YTD Return 9.91%
5y Average Return 3.61%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Feb 4, 2019) 40.60%
Worst 1Y Total Return (Feb 4, 2019) -14.06%
Best 3Y Total Return 40.60%
Worst 3Y Total Return 1.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CRIZX
Category
YTD
-9.87%
7.59%
1-Month
0.42%
-0.64%
3-Month
11.47%
3.93%
1-Year
-4.58%
24.23%
3-Year
2.88%
8.99%
5-Year
2.89%
7.01%
10-Year
9.24%
7.78%
Last Bull Market
30.14%
13.95%
Last Bear Market
-32.67%
-10.19%

Annual Total Return (%) History

Year
CRIZX
Category
2020
--
0.52%
2019
30.38%
27.13%
2018
-13.87%
-8.88%
2017
17.38%
17.00%
2016
8.63%
9.17%
2015
-10.32%
-10.38%
2014
7.77%
10.50%
2013
40.60%
21.02%

2012
16.53%
15.15%
2011
-14.06%
1.11%
2010
--
14.30%

Past Quarterly Returns

YearQ1Q2Q3Q4
2020 -19.15% 11.47% -- --
2019 16.31% 5.89% 1.39% 4.42%
2018 -4.84% 0.31% 1.17% -10.81%
2017 6.14% 2.78% 4.40% 3.06%
2016 2.32% 3.83% 3.02% -0.74%
2015 1.04% -0.66% -10.74% 0.11%
2014 4.82% 5.35% -3.43% 1.06%
2013 13.24% 1.24% 10.28% 11.21%
2012 16.47% -12.26% 4.12% 9.53%
2011 9.72% -5.75% -27.63% 14.83%

2010 20.02% -- -- --

Rank in Category (By Total Return)

YTD 30
1-Month 19
3-Month 50
1-Year 39
3-Year 57
5-Year 71

Load Adjusted Returns

1-Year -4.58%
3-Year 2.88%
5-Year 2.89%
10-Year 9.24%

Performance & Risk

YTD Return 9.91%
5y Average Return 3.61%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category Infrastructure
Fund Family Columbia
Net Assets 111.65M
YTD Return -9.87%
Yield 2.22%
Morningstar Rating
Inception Date Sep 27, 2010

Fund Summary

The investment seeks to provide shareholders with long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in securities (equity, fixed-income and/or other "hybrid" (convertible) securities) of infrastructure-related issuers and/or securities intended primarily to finance infrastructure-related activities. It may also invest in securities that are intended to finance infrastructure-related activities.

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