Nasdaq - Delayed Quote USD

Columbia Total Return Bond Inst2 (CTBRX)

29.10 +0.07 (+0.24%)
At close: 8:00 PM EDT

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).

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 12.36%
Worst 1Y Total Return --
Number of Years Up 9
Number of Years Down 2

Performance & Risk

YTD Return -3.38%
5y Average Return 0.51%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
CTBRXCategory AverageCTBRXCategory AverageCTBRXCategory Average
Alpha -0.03 0 1.12 0.01 0.65 0.01
BETA 1.18 0.01 1.19 0.01 1.14 0.01
Mean Annual Return -0.27 0 0.11 0 0.19 0
R-squared 96.62 0.62 83.86 0.65 83.99 0.64
Standard Deviation 8.7 0.05 7.95 0.04 5.94 0.04
Sharpe Ratio -0.71 0.01 -0.1 0.01 0.14 0.01
Treynor Ratio -5.48 0.05 -0.93 0.03 0.6 0.04

Related Tickers