CONZX - Columbia U.S. Social Bond Fund Institutional Class

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.70%
5-Year Average Return1.30%
Number of Years Up6
Number of Years Down1
Best 1 Yr Total Return (Jun 1, 2023)8.05%
Worst 1 Yr Total Return (Jun 1, 2023)N/A
Best 3-Yr Total Return8.05%
Worst 3-Yr Total Return-1.40%

Trailing Returns (%) Vs. Benchmarks

ReturnCONZXCategory
YTD1.70%2.30%
1-Month-0.64%0.50%
3-Month1.55%2.43%
1-Year-0.46%6.88%
3-Year-1.02%5.62%
5-Year1.30%3.37%
10-Year0.00%4.67%
Last Bull Market3.84%6.75%
Last Bear Market-4.05%6.47%

Annual Total Return (%) History

Year
CONZXCategory
2023
N/AN/A
2022
-9.90%N/A
2021
1.51%N/A
2020
4.81%5.36%
2019
8.05%8.37%
2018
0.81%0.27%
2017
6.25%5.71%
2016
0.04%0.00%
2015
N/A3.07%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20232.51%N/AN/AN/A
2022-5.96%-4.05%-4.12%4.14%
2021-0.75%1.95%-0.49%0.82%
2020-0.78%2.39%1.36%1.79%
20193.01%2.57%1.92%0.34%
2018-1.21%0.78%-0.28%1.55%
20171.43%2.32%1.12%1.25%
20161.64%2.95%-0.26%-4.14%
2015-1.10%1.90%1.06%N/A

Rank In Category (By Total Return)

YTD88
1-Month85
3-Month63
1-Year59
3-Year76
5-Year49

Load Adjusted Returns

1-Year1.19%
3-Year0.16%
5-Year1.62%
10-YearN/A