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Columbia Strat CA Muncpl Inc Inst3 (CCXYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.54+0.02 (+0.08%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.70%
5-year average return0.72%
Number of years up5
Number of years down1
Best 1-yr total return (29 Apr 2024)8.14%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return8.14%
Worst 3-yr total return-2.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCCXYXCategory
YTD0.90%1.88%
1-month0.58%0.44%
3-month0.90%2.15%
1-year5.26%5.80%
3-year-1.53%5.09%
5-year1.13%3.20%
10-year2.60%5.08%
Last bull market5.30%7.56%
Last bear market-5.92%8.23%

Annual total return (%) history

Year
CCXYXCategory
2024
N/AN/A
2023
7.04%N/A
2022
-13.59%N/A
2021
2.20%N/A
2020
5.47%4.59%
2019
8.14%8.09%
2018
0.66%0.62%
2017
N/A5.91%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.90%N/AN/AN/A
20232.60%-0.06%-5.22%10.13%
2022-7.71%-5.92%-5.00%4.75%
2021-0.12%2.22%-0.72%0.83%
2020-1.35%2.88%1.32%2.57%
20192.82%2.49%2.13%0.47%
2018-1.00%0.96%-0.23%0.95%
20172.28%1.10%1.21%N/A

Rank in category (by total return)

YTD7
1-month4
3-month7
1-year8
3-year87
5-year68

Load adjusted returns

1-year5.26%
3-year-1.53%
5-year1.13%
10-year2.60%