Nasdaq - Delayed Quote USD

Columbia High Yield Bond Inst2 (RSHRX)

10.56 0.00 (0.00%)
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
2024
--
--
2023
12.45%
--
2022
-10.76%
--
2021
4.92%
--
2020
5.74%
4.91%
2019
17.10%
12.62%
2018
-4.12%
-2.59%
2017
6.57%
6.47%

2016
11.54%
13.30%
2015
-1.19%
-4.01%
2014
3.70%
1.11%
2013
6.28%
6.90%
2012
16.01%
14.67%
2011
5.45%
2.83%
2010
13.77%
14.24%
2009
50.41%
46.70%
2008
-24.32%
-26.41%
2007
2.06%
1.47%

Past Quarterly Returns

YearQ1Q2Q3Q4
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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