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Columbia Strat CA Muncpl Inc Inst (CCAZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.53+0.13 (+0.49%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.06%
5-year average return0.74%
Number of years up15
Number of years down3
Best 1-yr total return (2 May 2024)14.06%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return14.06%
Worst 3-yr total return-2.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCCAZXCategory
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-year0.63%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
CCAZXCategory
2024
N/AN/A
2023
6.99%N/A
2022
-13.67%N/A
2021
2.16%N/A
2020
5.38%4.59%
2019
8.09%8.09%
2018
0.58%0.62%
2017
6.07%5.91%
2016
0.15%0.07%
2015
3.90%3.72%
2014
12.68%12.07%
2013
-2.44%-3.71%
2012
10.65%10.42%
2011
12.68%11.74%
2010
2.51%1.77%
2009
14.06%17.38%
2008
-6.20%-11.05%
2007
2.21%0.71%
2006
5.08%4.58%
2005
N/A3.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.85%N/AN/AN/A
20232.56%-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%
20192.82%2.48%2.12%0.45%
2018-1.03%0.95%-0.26%0.93%
20171.39%2.27%1.22%1.06%
20161.89%3.21%-0.41%-4.38%
20151.26%-1.00%1.79%1.83%
20144.48%3.18%2.61%1.88%
20130.75%-3.90%-0.09%0.86%
20123.06%2.76%3.11%1.33%
2011-0.84%5.72%5.06%2.31%
20101.84%2.37%4.77%-6.16%
20094.16%2.04%10.15%-2.57%
2008-1.61%0.81%-4.02%-1.47%
20070.66%-1.18%2.02%0.72%
20060.01%-0.39%4.45%0.99%
20051.11%N/AN/AN/A

Rank in category (by total return)

YTD20
1-month91
3-month23
1-year12
3-year89
5-year80

Load adjusted returns

1-year3.60%
3-year-2.46%
5-year0.63%
10-year2.34%