Nasdaq - Delayed Quote • USD
Multisector Bond SMA Completion (MBSAX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.62% |
| 5y Average Return | 0.00% |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Apr 23, 2024) | 14.42% |
| Worst 1Y Total Return (Apr 23, 2024) | -- |
| Best 3Y Total Return | 14.42% |
| Worst 3Y Total Return | 1.67% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MBSAX
Category
- YTD
- 1.53%
- 0.00%
- 1-Month
- 1.83%
- 0.00%
- 3-Month
- 1.53%
- 0.00%
- 1-Year
- 11.84%
- 0.00%
- 3-Year
- 4.78%
- 0.00%
- 5-Year
- 0.00%
- 0.00%
- 10-Year
- 0.00%
- 0.00%
- Last Bull Market
- 9.47%
- 0.00%
- Last Bear Market
- -3.17%
- 0.00%
Annual Total Return (%) History
Year
MBSAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 1.53% | -- | -- | -- |
| 2023 | 3.87% | 1.80% | -1.08% | 9.39% |
| 2022 | -1.21% | -3.17% | -4.18% | 8.36% |
| 2021 | 3.42% | 0.33% | -0.58% | -0.05% |
| 2020 | -9.45% | 3.06% | 3.20% | 6.57% |
Rank in Category (By Total Return)
Rank in Category (By Total Return) Information Not Available
Load Adjusted Returns
| 1-Year | 11.84% |
| 3-Year | 4.78% |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | -0.62% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.87 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Columbia Threadneedle |
| Net Assets | 2.57M |
| YTD Return | 1.53% |
| Yield | 4.87% |
| Morningstar Rating | |
| Inception Date | Oct 29, 2019 |
Fund Summary
Under normal circumstances, the fund has substantial exposure, at least 80% of its net assets, to fixed-income/debt markets. It may invest in derivatives, such as forward contracts, futures, options, and swaps. The fund may purchase or sell securities on a when-issued, delayed delivery or forward commitment basis. It is non-diversified.
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