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Columbia Total Return Bond Fund (SRBFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
29.05+0.10 (+0.35%)
At close: 08:01PM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.40%
5-Year Average Return0.64%
Number of Years Up40
Number of Years Down4
Best 1 Yr Total Return (Sep 20, 2023)19.11%
Worst 1 Yr Total Return (Sep 20, 2023)N/A
Best 3-Yr Total Return19.11%
Worst 3-Yr Total Return-2.44%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSRBFXCategory
YTD0.40%-0.61%
1-Month0.12%0.77%
3-Month-2.67%1.99%
1-Year-1.84%3.06%
3-Year-5.08%5.69%
5-Year0.64%3.75%
10-Year1.72%3.84%
Last Bull Market4.49%4.61%
Last Bear Market-7.23%1.87%

Annual Total Return (%) History

Year
SRBFXCategory
2023
N/AN/A
2022
-17.47%N/A
2021
0.22%N/A
2020
12.27%8.06%
2019
9.43%8.94%
2018
0.37%-0.61%
2017
3.83%4.27%
2016
4.77%3.86%
2015
0.25%-0.45%
2014
5.58%5.42%
2013
-2.31%-0.90%
2012
7.36%7.76%
2011
6.68%6.27%
2010
7.91%8.51%
2009
19.11%15.12%
2008
-5.80%-3.86%
2007
4.62%5.62%
2006
4.60%4.48%
2005
2.40%2.09%
2004
4.88%4.59%
2003
9.50%6.32%
2002
5.78%8.44%
2001
9.16%7.84%
2000
10.87%10.08%
1999
1.27%-1.06%
1998
6.42%7.25%
1997
9.30%9.73%
1996
4.56%4.19%
1995
16.82%19.51%
1994
-2.57%-4.27%
1993
9.12%11.26%
1992
7.69%7.60%
1991
15.10%17.56%
1990
7.14%6.74%
1989
12.58%12.07%
1988
7.24%8.05%
1987
1.17%1.70%
1986
16.13%14.23%
1985
22.60%21.00%
1984
11.37%14.15%
1983
6.72%7.99%
1982
27.29%33.30%
1981
5.53%5.36%
1980
3.14%0.84%
1979
2.78%-0.07%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.91%-1.10%N/AN/A
2022-6.92%-7.23%-5.78%1.44%
2021-1.12%1.79%-0.22%-0.21%
2020-2.54%9.10%2.35%3.17%
20193.66%3.25%1.79%0.44%
2018-1.05%0.23%0.19%1.01%
20171.24%1.45%0.97%0.12%
20162.78%3.03%1.22%-2.25%
20151.79%-1.64%1.00%-0.86%
20142.24%2.12%0.09%1.03%
20130.16%-2.66%0.08%0.12%
20121.69%1.75%2.71%1.03%
20111.30%1.27%2.37%1.58%
20103.06%2.10%3.15%-0.57%
20090.11%8.20%7.73%2.08%
20080.45%-0.44%-5.24%-0.59%
20071.30%-0.52%2.11%1.68%
2006-0.49%-0.22%3.77%1.52%
2005-0.46%2.65%-0.49%0.71%
20042.55%-2.35%3.25%1.42%
20032.31%4.74%0.71%1.46%
20020.79%1.05%1.30%2.53%
20014.23%1.23%2.63%0.81%
20002.21%1.29%3.58%3.40%
19990.83%-0.58%0.99%0.03%
19981.98%1.94%1.85%0.50%
1997-0.31%4.03%3.26%2.06%
1996-1.32%0.55%2.06%3.25%
19954.15%5.24%2.24%4.24%
1994-2.22%-0.81%0.72%-0.26%
19934.46%1.85%2.04%0.51%
1992-0.55%4.18%4.04%-0.09%
19912.54%1.99%4.73%5.08%
1990-1.92%3.27%1.60%4.12%
19890.87%7.32%0.94%3.03%
19883.60%0.97%2.10%0.41%
19871.50%-3.01%-3.79%6.81%
19868.80%1.50%1.24%3.87%
19852.08%9.02%1.56%8.47%
1984-0.71%-2.57%7.86%6.73%
19833.88%1.22%0.61%0.87%
19823.10%2.33%12.94%6.83%
1981-0.60%0.21%-4.68%11.15%
1980-6.85%15.83%-6.09%1.79%
19792.01%3.32%-5.94%3.68%

Rank In Category (By Total Return)

YTD33
1-Month65
3-Month58
1-Year90
3-Year79
5-Year40

Load Adjusted Returns

1-Year-2.50%
3-Year-4.46%
5-Year0.87%
10-Year1.92%
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