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Columbia Limited Duration Credit A (ALDAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
9.82-0.01 (-0.10%)
As of 08:06AM EST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.10%
5-Year Average Return1.80%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (Nov 5, 2024)15.47%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return15.47%
Worst 3-Yr Total Return-0.72%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnALDAXCategory
YTD4.15%0.44%
1-Month-0.90%0.02%
3-Month1.21%0.56%
1-Year8.45%2.65%
3-Year1.17%3.38%
5-Year1.78%2.40%
10-Year2.01%2.01%
Last Bull Market4.70%2.63%
Last Bear Market-2.94%-0.33%

Annual Total Return (%) History

Year
ALDAXCategory
2024
N/AN/A
2023
6.50%N/A
2022
-6.37%N/A
2021
-0.89%N/A
2020
5.44%3.81%
2019
7.22%4.72%
2018
-0.04%0.92%
2017
1.74%1.73%
2016
6.19%2.08%
2015
-1.78%0.19%
2014
0.41%1.07%
2013
1.20%0.45%
2012
5.77%3.67%
2011
2.42%1.66%
2010
6.17%4.11%
2009
15.47%9.30%
2008
-6.04%-4.23%
2007
4.88%4.29%
2006
4.09%4.05%
2005
1.52%1.45%
2004
3.25%1.63%
2003
N/A2.54%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.55%0.89%3.60%N/A
20232.44%-0.27%0.13%4.10%
2022-3.91%-2.94%-1.79%2.22%
2021-0.65%0.58%-0.02%-0.80%
2020-3.81%7.11%0.90%1.43%
20192.74%2.24%0.95%1.11%
2018-0.84%0.04%0.65%0.12%
20170.65%0.57%0.70%-0.19%
20162.02%2.99%1.34%-0.27%
20151.12%-0.34%-1.62%-0.93%
20140.91%0.88%-0.34%-1.03%
20130.48%-0.74%0.63%0.83%
20122.31%0.32%2.41%0.63%
20111.30%1.14%-1.47%1.45%
20102.01%1.09%3.12%-0.16%
20092.65%4.84%5.06%2.14%
2008-0.54%-0.01%-2.14%-3.46%
20071.40%-0.26%2.09%1.59%
2006-0.13%0.01%3.13%1.06%
2005-0.45%1.96%-0.32%0.34%
20041.94%-1.93%2.40%0.85%
2003-0.39%0.22%N/AN/A

Rank In Category (By Total Return)

YTD65
1-Month77
3-Month51
1-Year31
3-Year70
5-Year55

Load Adjusted Returns

1-Year5.20%
3-Year0.15%
5-Year1.16%
10-Year1.70%