Nasdaq - Delayed Quote USD
Columbia Limited Duration Credit A (ALDAX)
As of 8:06 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.10% |
| 5y Average Return | 1.80% |
| Number of Years Up | 15 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Nov 6, 2024) | 15.47% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 15.47% |
| Worst 3Y Total Return | -0.72% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ALDAX
Category
- YTD
- 4.15%
- 0.44%
- 1-Month
- -0.90%
- 0.02%
- 3-Month
- 1.21%
- 0.56%
- 1-Year
- 8.45%
- 2.65%
- 3-Year
- 1.17%
- 3.38%
- 5-Year
- 1.78%
- 2.40%
- 10-Year
- 2.01%
- 2.01%
- Last Bull Market
- 4.70%
- 2.63%
- Last Bear Market
- -2.94%
- -0.33%
Annual Total Return (%) History
Year
ALDAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.55% | 0.89% | 3.60% | -- |
| 2023 | 2.44% | -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% |
| 2019 | 2.74% | 2.24% | 0.95% | 1.11% |
| 2018 | -0.84% | 0.04% | 0.65% | 0.12% |
| 2017 | 0.65% | 0.57% | 0.70% | -0.19% |
| 2016 | 2.02% | 2.99% | 1.34% | -0.27% |
| 2015 | 1.12% | -0.34% | -1.62% | -0.93% |
| 2014 | 0.91% | 0.88% | -0.34% | -1.03% |
| 2013 | 0.48% | -0.74% | 0.63% | 0.83% |
| 2012 | 2.31% | 0.32% | 2.41% | 0.63% |
| 2011 | 1.30% | 1.14% | -1.47% | 1.45% |
| 2010 | 2.01% | 1.09% | 3.12% | -0.16% |
| 2009 | 2.65% | 4.84% | 5.06% | 2.14% |
| 2008 | -0.54% | -0.01% | -2.14% | -3.46% |
| 2007 | 1.40% | -0.26% | 2.09% | 1.59% |
| 2006 | -0.13% | 0.01% | 3.13% | 1.06% |
| 2005 | -0.45% | 1.96% | -0.32% | 0.34% |
| 2004 | 1.94% | -1.93% | 2.40% | 0.85% |
| 2003 | -0.39% | 0.22% | -- | -- |
Rank in Category (By Total Return)
| YTD | 65 |
| 1-Month | 77 |
| 3-Month | 51 |
| 1-Year | 31 |
| 3-Year | 70 |
| 5-Year | 55 |
Load Adjusted Returns
| 1-Year | 5.20% |
| 3-Year | 0.15% |
| 5-Year | 1.16% |
| 10-Year | 1.70% |
Performance & Risk
| YTD Return | 4.10% |
| 5y Average Return | 1.80% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.51 |
| Morningstar Risk Rating |
Fund Overview
| Category | Short-Term Bond |
| Fund Family | Columbia Threadneedle |
| Net Assets | 530.17M |
| YTD Return | 4.15% |
| Yield | 3.50% |
| Morningstar Rating | |
| Inception Date | Sep 27, 2010 |
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 corporate bonds. It primarily invests in debt securities with short- and intermediate-term maturities generally similar to those included in the fund's benchmark index, the Bloomberg U.S. 1-5 Year Corporate Index (the index).
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