UK markets close in 3 hours 55 minutes

Columbia Bond Inst3 (CBFYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
29.38+0.11 (+0.38%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.03%
5-year average return0.51%
Number of years up10
Number of years down4
Best 1-yr total return (17 Jun 2024)9.52%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return9.52%
Worst 3-yr total return-3.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCBFYXCategory
YTD-0.91%-1.22%
1-month1.85%0.67%
3-month0.07%1.77%
1-year2.86%0.77%
3-year-3.51%5.26%
5-year0.27%3.02%
10-year1.63%3.31%
Last bull market9.51%3.52%
Last bear market-5.41%3.25%

Annual total return (%) history

Year
CBFYXCategory
2024
N/AN/A
2023
7.28%N/A
2022
-15.44%N/A
2021
-0.67%N/A
2020
9.28%7.52%
2019
9.52%8.06%
2018
-0.35%-0.50%
2017
3.95%3.71%
2016
4.19%3.23%
2015
0.31%-0.26%
2014
5.59%5.18%
2013
-2.88%-1.42%
2012
5.98%7.01%
2011
7.30%5.86%
2010
6.55%7.72%
2009
N/A13.97%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.09%N/AN/AN/A
20233.97%-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%
20193.38%3.43%2.26%0.16%
2018-1.26%-0.30%0.10%1.13%
20170.95%1.56%0.98%0.41%
20163.32%2.78%0.88%-2.74%
20151.63%-1.80%1.11%-0.60%
20141.86%2.15%0.07%1.41%
2013-0.26%-2.64%0.12%-0.11%
20120.99%2.26%2.33%0.29%
20110.65%1.93%3.34%1.20%
20102.13%2.99%2.54%-1.22%
20090.60%N/AN/AN/A

Rank in category (by total return)

YTD20
1-month14
3-month55
1-year14
3-year82
5-year22

Load adjusted returns

1-year2.86%
3-year-3.51%
5-year0.27%
10-year1.63%