Nasdaq - Delayed Quote USD

Columbia Mortgage Opportunities C (CLMCX)

7.73 -0.03 (-0.39%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.73%
5y Average Return -0.63%
Number of Years Up 8
Number of Years Down 1
Best 1Y Total Return (Apr 18, 2024) 8.11%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 8.11%
Worst 3Y Total Return -3.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CLMCX
Category
YTD
-0.49%
1.90%
1-Month
1.06%
0.35%
3-Month
-0.49%
1.41%
1-Year
3.32%
7.92%
3-Year
-5.30%
3.65%
5-Year
-0.07%
3.77%
10-Year
0.00%
2.82%
Last Bull Market
8.93%
6.13%
Last Bear Market
-5.71%
-3.74%

Annual Total Return (%) History

Year
CLMCX
Category
2024
--
--
2023
6.45%
--
2022
-18.57%
--
2021
4.25%
--
2020
8.11%
3.44%
2019
5.32%
6.69%
2018
6.78%
-1.17%
2017
4.41%
4.06%

2016
5.61%
5.28%
2015
1.38%
-1.41%
2014
--
1.24%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.49% -- -- --
2023 2.52% -1.35% -3.21% 8.75%
2022 -5.00% -5.71% -7.57% -1.64%
2021 5.89% -0.14% -1.17% -0.25%
2020 -9.38% 8.56% 4.30% 5.36%
2019 2.74% 1.21% 0.58% 0.70%
2018 2.22% 2.36% 0.28% 1.76%
2017 1.48% 1.69% 0.42% 0.76%
2016 -0.20% 2.31% 1.87% 1.53%
2015 0.71% 2.09% -1.33% -0.07%

2014 0.19% 0.96% -- --

Rank in Category (By Total Return)

YTD 93
1-Month 28
3-Month 93
1-Year 88
3-Year 99
5-Year 93

Load Adjusted Returns

1-Year 2.35%
3-Year -5.30%
5-Year -0.07%
10-Year --

Performance & Risk

YTD Return -3.73%
5y Average Return -0.63%
Rank in Category (ytd) 93
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Nontraditional Bond
Fund Family Columbia Threadneedle
Net Assets 2.37B
YTD Return -0.49%
Yield 5.53%
Morningstar Rating
Inception Date Apr 30, 2014

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in mortgage-related assets. It may invest in debt instruments of any maturity and does not seek to maintain either a particular dollar-weighted average maturity or a particular duration.

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