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Columbia Floating Rate Inst3 (CFRYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.750.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.38%
5-year average return4.30%
Number of years up7
Number of years down1
Best 1-yr total return (9 May 2024)12.12%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return12.12%
Worst 3-yr total return1.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCFRYXCategory
YTD2.96%2.87%
1-month0.77%0.37%
3-month2.54%1.35%
1-year11.60%10.15%
3-year4.94%3.23%
5-year4.17%3.90%
10-year4.01%3.49%
Last bull market5.13%7.61%
Last bear market-5.44%-3.97%

Annual total return (%) history

Year
CFRYXCategory
2024
N/AN/A
2023
12.12%N/A
2022
-2.40%N/A
2021
4.91%N/A
2020
1.36%1.16%
2019
7.94%7.45%
2018
0.39%-0.26%
2017
4.16%3.48%
2016
9.99%9.25%
2015
N/A-1.25%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.18%N/AN/AN/A
20232.58%3.06%3.23%2.73%
2022-0.31%-5.44%0.75%2.77%
20211.77%1.63%0.96%0.46%
2020-14.22%9.36%4.10%3.79%
20193.72%1.49%0.86%1.67%
20181.69%0.62%1.87%-3.68%
20170.90%0.65%1.15%1.40%
20161.59%2.86%3.13%2.05%
2015-1.57%-1.53%N/AN/A

Rank in category (by total return)

YTD34
1-month2
3-month13
1-year28
3-year43
5-year43

Load adjusted returns

1-year11.60%
3-year4.94%
5-year4.17%
10-year4.01%