Nasdaq - Delayed Quote • USD
Columbia High Yield Bond Inst2 (RSHRX)
At close: 8:06 AM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | -0.49% |
5y Average Return | 3.51% |
Number of Years Up | 13 |
Number of Years Down | 4 |
Best 1Y Total Return (Apr 18, 2024) | 50.41% |
Worst 1Y Total Return (Apr 18, 2024) | -- |
Best 3Y Total Return | 50.41% |
Worst 3Y Total Return | -0.33% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RSHRX
Category
- YTD
- 1.00%
- 3.62%
- 1-Month
- 1.04%
- 1.08%
- 3-Month
- 1.00%
- 2.50%
- 1-Year
- 9.57%
- 14.69%
- 3-Year
- 1.91%
- 6.16%
- 5-Year
- 4.09%
- 6.21%
- 10-Year
- 4.11%
- 5.48%
- Last Bull Market
- 9.80%
- 11.96%
- Last Bear Market
- -10.00%
- -7.27%
Annual Total Return (%) History
Year
RSHRX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 1.00% | -- | -- | -- |
2023 | 3.65% | 1.24% | 0.26% | 6.88% |
2022 | -4.28% | -10.00% | -0.26% | 3.86% |
2021 | 0.46% | 2.70% | 0.85% | 0.83% |
2020 | -12.22% | 9.15% | 4.21% | 5.91% |
2019 | 7.76% | 3.04% | 2.32% | 3.07% |
2018 | -1.92% | 0.11% | 2.70% | -4.92% |
2017 | 2.29% | 2.26% | 1.92% | -0.03% |
2016 | 2.88% | 2.66% | 4.85% | 0.72% |
2015 | 2.63% | -0.14% | -3.49% | -0.10% |
2014 | 2.75% | 2.33% | -1.99% | 0.63% |
2013 | 2.44% | -1.31% | 2.15% | 2.92% |
2012 | 5.01% | 2.02% | 4.81% | 3.31% |
2011 | 3.77% | 0.76% | -5.75% | 7.01% |
2010 | 3.40% | -0.68% | 6.67% | 3.85% |
2009 | 3.80% | 24.15% | 11.23% | 4.93% |
2008 | -4.07% | 3.37% | -6.62% | -18.28% |
2007 | 3.30% | 0.20% | 0.25% | -1.64% |
Rank in Category (By Total Return)
YTD | 89 |
1-Month | 65 |
3-Month | 89 |
1-Year | 70 |
3-Year | 54 |
5-Year | 32 |
Load Adjusted Returns
1-Year | 9.57% |
3-Year | 1.91% |
5-Year | 4.09% |
10-Year | 4.11% |
Performance & Risk
YTD Return | -0.49% |
5y Average Return | 3.51% |
Rank in Category (ytd) | 89 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.91 |
Morningstar Risk Rating |
Fund Overview
Category | High Yield Bond |
Fund Family | Columbia Threadneedle |
Net Assets | 1.33B |
YTD Return | 1.00% |
Yield | 5.79% |
Morningstar Rating | |
Inception Date | Jun 26, 2000 |
Fund Summary
Under normal market conditions, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in high-yield debt instruments (commonly referred to as "junk" bonds or securities). It may invest up to 25% of its net assets in debt instruments of foreign issuers. The fund may invest in debt instruments of any maturity and does not seek to maintain a particular dollar-weighted average maturity.
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