Nasdaq - Delayed Quote USD

Columbia Total Return Bond Inst2 (CTBRX)

29.14 +0.05 (+0.17%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -3.51%
5y Average Return 0.55%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Apr 18, 2024) 12.36%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 12.36%
Worst 3Y Total Return -3.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CTBRX
Category
YTD
-0.68%
-0.61%
1-Month
0.90%
0.77%
3-Month
-0.68%
1.99%
1-Year
3.22%
3.06%
3-Year
-3.50%
5.69%
5-Year
1.05%
3.75%
10-Year
2.16%
3.84%
Last Bull Market
4.57%
4.61%
Last Bear Market
-7.21%
1.87%

Annual Total Return (%) History

Year
CTBRX
Category
2024
--
--
2023
8.02%
--
2022
-17.42%
--
2021
0.31%
--
2020
12.36%
8.06%
2019
9.53%
8.94%
2018
0.33%
-0.61%
2017
3.89%
4.27%

2016
4.84%
3.86%
2015
0.43%
-0.45%
2014
5.54%
5.42%
2013
-2.22%
-0.90%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.68% -- -- --
2023 3.94% -1.08% -2.84% 8.13%
2022 -6.91% -7.21% -5.74% 1.42%
2021 -1.10% 1.84% -0.21% -0.20%
2020 -2.42% 9.12% 2.29% 3.16%
2019 3.80% 3.28% 1.81% 0.35%
2018 -1.03% 0.24% 0.21% 0.92%
2017 1.25% 1.46% 0.88% 0.25%
2016 2.80% 2.94% 1.34% -2.24%
2015 1.92% -1.63% 1.02% -0.85%

2014 2.27% 2.14% 0.10% 0.93%
2013 0.18% -2.64% -0.00% 0.25%

Rank in Category (By Total Return)

YTD 85
1-Month 75
3-Month 85
1-Year 38
3-Year 93
5-Year 34

Load Adjusted Returns

1-Year 3.22%
3-Year -3.50%
5-Year 1.05%
10-Year 2.16%

Performance & Risk

YTD Return -3.51%
5y Average Return 0.55%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Columbia Threadneedle
Net Assets 2.99B
YTD Return -0.68%
Yield 4.84%
Morningstar Rating
Inception Date Feb 01, 2002

Fund Summary

The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in bonds, notes and other debt instruments, including derivatives relating to such investments. It may invest up to 35% of its net assets in debt instruments that, at the time of purchase, are rated below investment grade or are unrated but determined to be of comparable quality (commonly referred to as "high-yield" investments or "junk" bonds).

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