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Columbia Bond Inst3 (CBFYX)
At close: 8:01 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.79% |
| 5y Average Return | 0.33% |
| Number of Years Up | 10 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Nov 6, 2024) | 9.52% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 9.52% |
| Worst 3Y Total Return | -3.41% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CBFYX
Category
- YTD
- 3.31%
- -1.22%
- 1-Month
- -2.82%
- 0.67%
- 3-Month
- 0.36%
- 1.77%
- 1-Year
- 13.23%
- 0.77%
- 3-Year
- -2.13%
- 5.26%
- 5-Year
- 0.33%
- 3.02%
- 10-Year
- 1.96%
- 3.31%
- Last Bull Market
- 9.51%
- 3.52%
- Last Bear Market
- -5.41%
- 3.25%
Annual Total Return (%) History
Year
CBFYX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.09% | 0.37% | 6.00% | -- |
| 2023 | 3.97% | -1.06% | -2.98% | 7.49% |
| 2022 | -6.43% | -5.41% | -5.47% | 1.08% |
| 2021 | -1.80% | 1.63% | -0.09% | -0.38% |
| 2020 | -1.74% | 7.33% | 1.95% | 1.64% |
| 2019 | 3.38% | 3.43% | 2.26% | 0.16% |
| 2018 | -1.26% | -0.30% | 0.10% | 1.13% |
| 2017 | 0.95% | 1.56% | 0.98% | 0.41% |
| 2016 | 3.32% | 2.78% | 0.88% | -2.74% |
| 2015 | 1.63% | -1.80% | 1.11% | -0.60% |
| 2014 | 1.86% | 2.15% | 0.07% | 1.41% |
| 2013 | -0.26% | -2.64% | 0.12% | -0.11% |
| 2012 | 0.99% | 2.26% | 2.33% | 0.29% |
| 2011 | 0.65% | 1.93% | 3.34% | 1.20% |
| 2010 | 2.13% | 2.99% | 2.54% | -1.22% |
| 2009 | 0.60% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 6 |
| 1-Month | 93 |
| 3-Month | 28 |
| 1-Year | 2 |
| 3-Year | 39 |
| 5-Year | 20 |
Load Adjusted Returns
| 1-Year | 13.23% |
| 3-Year | -2.13% |
| 5-Year | 0.33% |
| 10-Year | 1.96% |
Performance & Risk
| YTD Return | 2.79% |
| 5y Average Return | 0.33% |
| Rank in Category (ytd) | 6 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
Fund Overview
| Category | Intermediate Core Bond |
| Fund Family | Columbia Threadneedle |
| Net Assets | 917.6M |
| YTD Return | 3.31% |
| Yield | 4.46% |
| Morningstar Rating | |
| Inception Date | Jul 15, 2009 |
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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