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Columbia Flexible Capital Income Inst2 (CFXRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.440.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.71%
5-year average return7.27%
Number of years up8
Number of years down3
Best 1-yr total return (9 May 2024)22.51%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return22.51%
Worst 3-yr total return4.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCFXRXCategory
YTD0.57%9.69%
1-month-3.02%0.91%
3-month0.88%5.21%
1-year7.36%27.06%
3-year0.99%11.00%
5-year6.55%10.26%
10-year6.43%8.34%
Last bull market15.60%15.58%
Last bear market-11.76%-12.16%

Annual total return (%) history

Year
CFXRXCategory
2024
N/AN/A
2023
8.69%N/A
2022
-10.62%N/A
2021
17.34%N/A
2020
11.48%11.72%
2019
22.51%19.23%
2018
-6.83%-5.76%
2017
13.67%13.21%
2016
19.06%7.34%
2015
-6.11%-1.93%
2014
4.13%6.21%
2013
18.26%16.48%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.71%N/AN/AN/A
20231.42%1.25%-1.26%7.20%
2022-0.70%-11.76%-4.15%6.41%
20218.24%4.42%-0.83%4.69%
2020-21.18%15.77%7.05%14.13%
201911.10%3.05%1.52%5.42%
2018-0.51%1.42%2.81%-10.17%
20173.72%2.52%4.16%2.63%
20162.06%5.65%6.37%3.81%
20152.41%-0.60%-7.70%-0.07%
20142.39%4.37%-2.71%0.16%
20137.26%1.15%3.60%5.21%

Rank in category (by total return)

YTD85
1-month35
3-month80
1-year83
3-year69
5-year42

Load adjusted returns

1-year7.36%
3-year0.99%
5-year6.55%
10-year6.43%