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Columbia Strategic Income Inst2 (CTIVX)
At close: 8:00 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.65% |
| 5y Average Return | 2.58% |
| Number of Years Up | 10 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Nov 6, 2024) | 11.97% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 11.97% |
| Worst 3Y Total Return | -0.87% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CTIVX
Category
- YTD
- 4.84%
- 1.90%
- 1-Month
- -1.53%
- 0.35%
- 3-Month
- 1.30%
- 1.41%
- 1-Year
- 13.90%
- 7.92%
- 3-Year
- 0.89%
- 3.65%
- 5-Year
- 2.62%
- 3.77%
- 10-Year
- 3.48%
- 2.82%
- Last Bull Market
- 9.23%
- 6.13%
- Last Bear Market
- -6.49%
- -3.74%
Annual Total Return (%) History
Year
CTIVX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.55% | 0.78% | 5.07% | -- |
| 2023 | 3.41% | 0.67% | -1.17% | 7.09% |
| 2022 | -4.19% | -6.49% | -3.04% | 2.34% |
| 2021 | 0.71% | 1.49% | -0.14% | -0.19% |
| 2020 | -10.03% | 10.32% | 3.28% | 4.93% |
| 2019 | 5.01% | 2.26% | 0.87% | 1.84% |
| 2018 | -0.30% | -0.47% | 1.29% | -1.19% |
| 2017 | 1.98% | 2.10% | 1.59% | 0.53% |
| 2016 | 2.45% | 2.65% | 3.26% | -0.30% |
| 2015 | 2.24% | 1.05% | -2.96% | 0.18% |
| 2014 | 2.88% | 2.66% | -0.99% | -0.44% |
| 2013 | 0.63% | -2.63% | 0.98% | 1.51% |
| 2012 | 3.72% | 1.35% | 4.29% | 2.14% |
| 2011 | 2.01% | -2.66% | 4.64% | -- |
Rank in Category (By Total Return)
| YTD | 61 |
| 1-Month | 80 |
| 3-Month | 53 |
| 1-Year | 9 |
| 3-Year | 69 |
| 5-Year | 52 |
Load Adjusted Returns
| 1-Year | 13.90% |
| 3-Year | 0.89% |
| 5-Year | 2.62% |
| 10-Year | 3.48% |
Performance & Risk
| YTD Return | 4.65% |
| 5y Average Return | 2.58% |
| Rank in Category (ytd) | 61 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Fund Overview
| Category | Nontraditional Bond |
| Fund Family | Columbia Threadneedle |
| Net Assets | 5.72B |
| YTD Return | 4.84% |
| Yield | 5.71% |
| Morningstar Rating | |
| Inception Date | Apr 21, 1977 |
Fund Summary
Under normal circumstances, the fund has substantial exposure to fixed-income/debt markets. It may invest in U.S. government bonds and notes, U.S. and international bonds and notes, investment grade corporate (or similar) bonds and notes, mortgage- and other asset-backed securities, high yield (i.e., junk) instruments, floating rate loans and other floating rate debt securities, inflation-protected/linked securities, convertible securities, cash/cash equivalents, as well as foreign government, sovereign and quasi-sovereign debt investments.
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