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Columbia Strat CA Muncpl Inc Adv (CCARX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.54+0.13 (+0.49%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.06%
5-year average return0.74%
Number of years up9
Number of years down1
Best 1-yr total return (2 May 2024)12.68%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return12.68%
Worst 3-yr total return-2.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCCARXCategory
YTD-0.73%1.88%
1-month-1.56%0.44%
3-month-0.74%2.15%
1-year3.60%5.80%
3-year-2.46%5.09%
5-year0.64%3.20%
10-year2.34%5.08%
Last bull market13.52%7.56%
Last bear market-5.93%8.23%

Annual total return (%) history

Year
CCARXCategory
2024
N/AN/A
2023
6.99%N/A
2022
-13.66%N/A
2021
2.12%N/A
2020
5.31%4.59%
2019
8.23%8.09%
2018
0.57%0.62%
2017
6.07%5.91%
2016
0.15%0.07%
2015
3.90%3.72%
2014
12.68%12.07%
2013
N/A-3.71%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.85%N/AN/AN/A
20232.60%-0.07%-5.23%10.12%
2022-7.70%-5.93%-5.07%4.76%
2021-0.14%2.21%-0.75%0.81%
2020-1.51%2.87%1.34%2.56%
20192.82%2.48%2.12%0.58%
2018-1.03%0.95%-0.26%0.93%
20171.39%2.27%1.22%1.06%
20161.76%3.21%-0.28%-4.38%
20151.26%-1.00%1.79%1.83%
20144.48%3.18%2.61%1.87%
2013-3.78%-0.09%0.86%N/A

Rank in category (by total return)

YTD20
1-month90
3-month22
1-year14
3-year89
5-year79

Load adjusted returns

1-year3.60%
3-year-2.46%
5-year0.64%
10-year2.34%