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Columbia Income Builder Inst3 (CIBYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.28+0.04 (+0.36%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.33%
5-year average return3.40%
Number of years up4
Number of years down2
Best 1-yr total return (5 May 2024)14.08%
Worst 1-yr total return (5 May 2024)N/A
Best 3-yr total return14.08%
Worst 3-yr total return0.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCIBYXCategory
YTD-2.01%5.91%
1-month-2.88%0.61%
3-month-1.46%4.02%
1-year3.98%18.59%
3-year-1.42%8.56%
5-year3.06%7.44%
10-year3.79%6.20%
Last bull market12.57%11.89%
Last bear market-7.83%-8.23%

Annual total return (%) history

Year
CIBYXCategory
2024
N/AN/A
2023
9.43%N/A
2022
-12.63%N/A
2021
6.39%N/A
2020
10.48%8.86%
2019
14.08%14.81%
2018
-2.11%-5.04%
2017
N/A9.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.90%N/AN/AN/A
20232.52%0.71%-2.83%9.08%
2022-4.77%-7.83%-4.93%4.71%
20212.64%2.50%-0.28%1.40%
2020-9.91%10.34%3.73%7.15%
20196.82%2.77%1.41%2.47%
2018-0.80%0.78%1.63%-3.65%
20171.87%2.24%1.48%N/A

Rank in category (by total return)

YTD98
1-month66
3-month99
1-year83
3-year92
5-year75

Load adjusted returns

1-year3.98%
3-year-1.42%
5-year3.06%
10-year3.79%