Nasdaq - Delayed Quote USD
Columbia Total Return Bond Inst (SRBFX)
At close: 8:01 PM EDT
Fund Summary
The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in bonds, notes and other debt instruments, including derivatives relating to such investments. It may invest up to 35% of its net assets in debt instruments that, at the time of purchase, are rated below investment grade or are unrated but determined to be of comparable quality (commonly referred to as "high-yield" investments or "junk" bonds).
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 19.11% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 41 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 4.37% |
| 5y Average Return | 1.02% |
| Rank in Category (ytd) | 11 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.20 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SRBFX | Category Average | SRBFX | Category Average | SRBFX | Category Average | |
| Alpha | 0.57 | 0 | 1.56 | 0.01 | 0.74 | 0.01 |
| BETA | 1.2 | 0.01 | 1.21 | 0.01 | 1.15 | 0.01 |
| Mean Annual Return | -0.13 | 0 | 0.14 | 0 | 0.23 | 0 |
| R-squared | 97.04 | 0.62 | 84.95 | 0.65 | 84.54 | 0.64 |
| Standard Deviation | 9.25 | 0.05 | 8.2 | 0.04 | 6.13 | 0.04 |
| Sharpe Ratio | -0.59 | 0.01 | -0.1 | 0.01 | 0.16 | 0.01 |
| Treynor Ratio | -4.84 | 0.05 | -0.93 | 0.03 | 0.71 | 0.04 |
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