Nasdaq - Delayed Quote USD

Columbia Strat New York Muncpl Inc A (COLNX)

25.86 +0.01 (+0.04%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.01%
5y Average Return 0.76%
Number of Years Up 31
Number of Years Down 6
Best 1Y Total Return (Apr 17, 2024) 19.58%
Worst 1Y Total Return (Apr 17, 2024) --
Best 3Y Total Return 19.58%
Worst 3Y Total Return -2.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
COLNX
Category
YTD
0.32%
2.58%
1-Month
0.06%
0.59%
3-Month
0.32%
2.69%
1-Year
5.27%
6.68%
3-Year
-1.46%
5.25%
5-Year
1.00%
3.27%
10-Year
2.37%
4.33%
Last Bull Market
6.52%
5.77%
Last Bear Market
-5.93%
6.78%

Annual Total Return (%) History

Year
COLNX
Category
2024
--
--
2023
8.01%
--
2022
-14.22%
--
2021
3.16%
--
2020
4.63%
4.55%
2019
7.79%
7.81%
2018
0.08%
1.10%
2017
5.22%
4.48%

2016
0.26%
0.57%
2015
3.84%
3.12%
2014
10.29%
10.69%
2013
-3.88%
-5.32%
2012
8.73%
8.18%
2011
11.92%
9.85%
2010
1.37%
1.70%
2009
19.58%
18.31%
2008
-8.72%
-9.21%
2007
2.02%
1.50%
2006
4.46%
4.77%
2005
2.92%
3.25%
2004
3.78%
3.69%
2003
6.31%
4.96%
2002
9.60%
8.91%
2001
4.07%
3.83%
2000
14.43%
11.93%
1999
-4.52%
-4.71%
1998
6.34%
5.88%
1997
9.50%
9.09%
1996
3.44%
3.48%
1995
18.61%
16.21%
1994
-7.80%
-4.96%
1993
12.17%
11.52%
1992
8.53%
9.60%
1991
13.34%
12.82%
1990
5.33%
4.94%
1989
8.23%
9.74%
1988
10.96%
10.98%
1987
-4.59%
-2.40%
1986
--
17.34%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.32% -- -- --
2023 2.94% 0.58% -5.04% 9.87%
2022 -7.15% -5.93% -5.60% 4.03%
2021 0.23% 2.62% -0.79% 1.09%
2020 -1.37% 1.90% 0.68% 3.40%
2019 2.88% 2.37% 2.16% 0.18%
2018 -1.11% 0.67% -0.57% 1.11%
2017 1.35% 2.03% 0.92% 0.83%
2016 1.76% 3.14% -0.57% -3.93%
2015 1.28% -0.97% 1.84% 1.66%

2014 3.50% 2.87% 1.85% 1.71%
2013 0.07% -4.00% -0.30% 0.37%
2012 2.42% 2.40% 3.03% 0.63%
2011 0.63% 4.73% 4.13% 1.98%
2010 1.33% 1.88% 4.36% -5.91%
2009 5.63% 4.44% 9.75% -1.23%
2008 -1.97% 1.31% -4.25% -4.01%
2007 0.48% -1.11% 1.70% 0.96%
2006 -0.31% -0.31% 4.28% 0.79%
2005 -0.83% 3.76% -0.69% 0.72%
2004 1.36% -2.84% 4.51% 0.84%
2003 1.04% 3.24% 0.24% 1.66%
2002 0.88% 4.02% 5.11% -0.63%
2001 1.78% 0.39% 3.07% -1.18%
2000 3.54% 1.66% 2.34% 6.23%
1999 0.17% -2.16% -1.40% -1.19%
1998 0.51% 1.39% 3.84% 0.49%
1997 -0.66% 3.36% 3.03% 3.51%
1996 -2.24% 0.81% 2.31% 2.59%
1995 8.09% 0.93% 2.58% 5.99%
1994 -6.41% 0.46% 0.59% -2.51%
1993 3.68% 3.46% 3.16% 1.37%
1992 -0.36% 4.03% 2.53% 2.12%
1991 2.04% 2.35% 4.78% 3.57%
1990 -0.83% 2.54% -0.38% 3.97%
1989 0.67% 4.38% -0.38% 3.39%
1988 3.40% 2.22% 2.71% 2.21%
1987 2.59% -6.85% -4.70% 4.77%
1986 2.68% -- -- --

Rank in Category (By Total Return)

YTD 20
1-Month 30
3-Month 20
1-Year 9
3-Year 90
5-Year 80

Load Adjusted Returns

1-Year 2.11%
3-Year -2.46%
5-Year 0.39%
10-Year 2.06%

Performance & Risk

YTD Return -1.01%
5y Average Return 0.76%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.28
Morningstar Risk Rating

Fund Overview

Category Muni New York Long
Fund Family Columbia Threadneedle
Net Assets 126.61M
YTD Return 0.32%
Yield 3.43%
Morningstar Rating
Inception Date Aug 01, 1997

Fund Summary

The fund normally invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in municipal bonds that pay interest exempt from U.S. federal income tax (including the federal alternative minimum tax) and New York individual income tax. The fund is non-diversified.

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