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Columbia Strat CA Muncpl Inc Inst (CCAZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
27.21+0.01 (+0.04%)
At close: 08:01PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.59%
5-Year Average Return0.86%
Number of Years Up15
Number of Years Down3
Best 1 Yr Total Return (Nov 21, 2024)14.06%
Worst 1 Yr Total Return (Nov 21, 2024)N/A
Best 3-Yr Total Return14.06%
Worst 3-Yr Total Return-2.41%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCCAZXCategory
YTD3.86%1.88%
1-Month-1.54%0.44%
3-Month0.64%2.15%
1-Year16.91%5.80%
3-Year-1.00%5.09%
5-Year0.74%3.20%
10-Year2.27%5.08%
Last Bull Market13.52%7.56%
Last Bear Market-5.93%8.23%

Annual Total Return (%) History

Year
CCAZXCategory
2024
N/AN/A
2023
6.99%N/A
2022
-13.67%N/A
2021
2.16%N/A
2020
5.38%4.59%
2019
8.09%8.09%
2018
0.58%0.62%
2017
6.07%5.91%
2016
0.15%0.07%
2015
3.90%3.72%
2014
12.68%12.07%
2013
-2.44%-3.71%
2012
10.65%10.42%
2011
12.68%11.74%
2010
2.51%1.77%
2009
14.06%17.38%
2008
-6.20%-11.05%
2007
2.21%0.71%
2006
5.08%4.58%
2005
N/A3.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.85%1.30%3.26%N/A
20232.56%-0.04%-5.23%10.12%
2022-7.74%-5.93%-5.04%4.76%
2021-0.11%2.21%-0.75%0.81%
2020-1.38%2.87%1.31%2.53%
20192.82%2.48%2.12%0.45%
2018-1.03%0.95%-0.26%0.93%
20171.39%2.27%1.22%1.06%
20161.89%3.21%-0.41%-4.38%
20151.26%-1.00%1.79%1.83%
20144.48%3.18%2.61%1.88%
20130.75%-3.90%-0.09%0.86%
20123.06%2.76%3.11%1.33%
2011-0.84%5.72%5.06%2.31%
20101.84%2.37%4.77%-6.16%
20094.16%2.04%10.15%-2.57%
2008-1.61%0.81%-4.02%-1.47%
20070.66%-1.18%2.02%0.72%
20060.01%-0.39%4.45%0.99%
20051.11%N/AN/AN/A

Rank In Category (By Total Return)

YTD9
1-Month77
3-Month7
1-Year5
3-Year75
5-Year51

Load Adjusted Returns

1-Year16.91%
3-Year-1.00%
5-Year0.74%
10-Year2.27%