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Columbia Strat CA Muncpl Inc Inst (CCAZX)
At close: 8:01 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.85% |
| 5y Average Return | 0.61% |
| Number of Years Up | 15 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Nov 6, 2024) | 14.06% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 14.06% |
| Worst 3Y Total Return | -2.41% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CCAZX
Category
- YTD
- 3.86%
- 1.88%
- 1-Month
- -1.54%
- 0.44%
- 3-Month
- 0.64%
- 2.15%
- 1-Year
- 16.91%
- 5.80%
- 3-Year
- -1.00%
- 5.09%
- 5-Year
- 0.74%
- 3.20%
- 10-Year
- 2.27%
- 5.08%
- Last Bull Market
- 13.52%
- 7.56%
- Last Bear Market
- -5.93%
- 8.23%
Annual Total Return (%) History
Year
CCAZX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.85% | 1.30% | 3.26% | -- |
| 2023 | 2.56% | -0.04% | -5.23% | 10.12% |
| 2022 | -7.74% | -5.93% | -5.04% | 4.76% |
| 2021 | -0.11% | 2.21% | -0.75% | 0.81% |
| 2020 | -1.38% | 2.87% | 1.31% | 2.53% |
| 2019 | 2.82% | 2.48% | 2.12% | 0.45% |
| 2018 | -1.03% | 0.95% | -0.26% | 0.93% |
| 2017 | 1.39% | 2.27% | 1.22% | 1.06% |
| 2016 | 1.89% | 3.21% | -0.41% | -4.38% |
| 2015 | 1.26% | -1.00% | 1.79% | 1.83% |
| 2014 | 4.48% | 3.18% | 2.61% | 1.88% |
| 2013 | 0.75% | -3.90% | -0.09% | 0.86% |
| 2012 | 3.06% | 2.76% | 3.11% | 1.33% |
| 2011 | -0.84% | 5.72% | 5.06% | 2.31% |
| 2010 | 1.84% | 2.37% | 4.77% | -6.16% |
| 2009 | 4.16% | 2.04% | 10.15% | -2.57% |
| 2008 | -1.61% | 0.81% | -4.02% | -1.47% |
| 2007 | 0.66% | -1.18% | 2.02% | 0.72% |
| 2006 | 0.01% | -0.39% | 4.45% | 0.99% |
| 2005 | 1.11% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 9 |
| 1-Month | 77 |
| 3-Month | 7 |
| 1-Year | 5 |
| 3-Year | 75 |
| 5-Year | 51 |
Load Adjusted Returns
| 1-Year | 16.91% |
| 3-Year | -1.00% |
| 5-Year | 0.74% |
| 10-Year | 2.27% |
Performance & Risk
| YTD Return | 2.85% |
| 5y Average Return | 0.61% |
| Rank in Category (ytd) | 9 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.38 |
| Morningstar Risk Rating |
Fund Overview
| Category | Muni California Long |
| Fund Family | Columbia Threadneedle |
| Net Assets | 339.4M |
| YTD Return | 3.86% |
| Yield | 3.65% |
| Morningstar Rating | |
| Inception Date | Sep 19, 2005 |
Fund Summary
The fund normally invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in municipal bonds that pay interest exempt from U.S. federal income tax (including the federal alternative minimum tax) and California individual income tax.
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