Nasdaq - Delayed Quote USD

Columbia Bond A (CNDAX)

29.61 -0.07 (-0.24%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.57%
5y Average Return 0.15%
Number of Years Up 10
Number of Years Down 5
Best 1Y Total Return (Oct 22, 2024) 9.31%
Worst 1Y Total Return (Oct 22, 2024) --
Best 3Y Total Return 9.31%
Worst 3Y Total Return -3.78%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CNDAX
Category
YTD
6.07%
-1.22%
1-Month
1.50%
0.67%
3-Month
5.92%
1.77%
1-Year
13.88%
0.77%
3-Year
-1.68%
5.26%
5-Year
0.59%
3.02%
10-Year
1.93%
3.31%
Last Bull Market
9.37%
3.52%
Last Bear Market
-5.48%
3.25%

Annual Total Return (%) History

Year
CNDAX
Category
2024
--
--
2023
6.86%
--
2022
-15.76%
--
2021
-1.04%
--
2020
8.91%
7.52%
2019
8.96%
8.06%
2018
-0.76%
-0.50%
2017
3.66%
3.71%

2016
3.65%
3.23%
2015
-0.09%
-0.26%
2014
5.28%
5.18%
2013
-3.41%
-1.42%
2012
5.62%
7.01%
2011
7.09%
5.86%
2010
6.29%
7.72%
2009
9.31%
13.97%
2008
--
-4.70%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.14% 0.28% 5.92% --
2023 3.88% -1.15% -3.08% 7.37%
2022 -6.53% -5.48% -5.57% 0.99%
2021 -1.89% 1.54% -0.18% -0.47%
2020 -1.73% 7.11% 1.89% 1.55%
2019 3.16% 3.33% 2.16% 0.06%
2018 -1.48% -0.40% -0.01% 1.15%
2017 0.97% 1.46% 0.76% 0.42%
2016 3.22% 2.56% 0.78% -2.85%
2015 1.53% -1.90% 0.90% -0.59%

2014 1.87% 2.05% -0.03% 1.31%
2013 -0.37% -2.75% 0.02% -0.33%
2012 0.92% 2.08% 2.34% 0.18%
2011 0.67% 1.87% 3.26% 1.13%
2010 2.07% 2.93% 2.48% -1.29%
2009 1.08% 2.96% 4.60% 0.42%
2008 -0.59% -1.35% 1.94% --

Rank in Category (By Total Return)

YTD 5
1-Month 6
3-Month 3
1-Year 2
3-Year 75
5-Year 35

Load Adjusted Returns

1-Year 8.47%
3-Year -3.27%
5-Year -0.39%
10-Year 1.43%

Performance & Risk

YTD Return 3.57%
5y Average Return 0.15%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Intermediate Core Bond
Fund Family Columbia Threadneedle
Net Assets 942.39M
YTD Return 6.07%
Yield 4.01%
Morningstar Rating
Inception Date Oct 02, 2024

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in bonds and other debt securities. It generally invests at least 65% of its assets in debt securities issued by the U.S. government and its agencies and instrumentalities, debt securities issued by corporations, and mortgage- and other asset-backed securities that, at the time of purchase, are rated in at least one of the three highest rating categories or are unrated but determined to be of comparable quality.

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