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Columbia Flexible Capital Income Adv (CFCRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.55+0.01 (+0.07%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.71%
5-year average return7.54%
Number of years up8
Number of years down3
Best 1-yr total return (16 May 2024)22.49%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return22.49%
Worst 3-yr total return4.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCFCRXCategory
YTD0.65%9.69%
1-month-3.02%0.91%
3-month0.87%5.21%
1-year7.34%27.06%
3-year0.96%11.00%
5-year6.52%10.26%
10-year6.39%8.34%
Last bull market15.60%15.58%
Last bear market-11.77%-12.16%

Annual total return (%) history

Year
CFCRXCategory
2024
N/AN/A
2023
8.59%N/A
2022
-10.65%N/A
2021
17.33%N/A
2020
11.45%11.72%
2019
22.49%19.23%
2018
-6.86%-5.76%
2017
13.64%13.21%
2016
18.87%7.34%
2015
-6.11%-1.93%
2014
4.01%6.21%
2013
18.26%16.48%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.78%N/AN/AN/A
20231.42%1.24%-1.27%7.12%
2022-0.70%-11.77%-4.16%6.41%
20218.24%4.41%-0.84%4.69%
2020-21.21%15.77%7.05%14.13%
201911.10%3.04%1.51%5.41%
2018-0.52%1.41%2.80%-10.19%
20173.71%2.51%4.16%2.62%
20161.94%5.63%6.44%3.71%
20152.47%-0.62%-7.80%0.00%
20142.31%4.45%-2.73%0.06%
20137.27%1.15%3.59%5.22%

Rank in category (by total return)

YTD83
1-month36
3-month80
1-year83
3-year69
5-year42

Load adjusted returns

1-year7.34%
3-year0.96%
5-year6.52%
10-year6.39%