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Columbia Floating Rate A (RFRAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.700.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.85%
5-year average return3.83%
Number of years up14
Number of years down3
Best 1-yr total return (29 Apr 2024)42.25%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return42.25%
Worst 3-yr total return0.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRFRAXCategory
YTD2.12%2.87%
1-month0.71%0.37%
3-month2.12%1.35%
1-year11.31%10.15%
3-year4.51%3.23%
5-year4.02%3.90%
10-year3.64%3.49%
Last bull market7.42%7.61%
Last bear market-5.51%-3.97%

Annual total return (%) history

Year
RFRAXCategory
2024
N/AN/A
2023
11.72%N/A
2022
-2.69%N/A
2021
4.52%N/A
2020
1.07%1.16%
2019
7.58%7.45%
2018
0.05%-0.26%
2017
3.81%3.48%
2016
9.73%9.25%
2015
-0.50%-1.25%
2014
0.99%0.57%
2013
5.35%5.68%
2012
10.41%9.43%
2011
1.08%1.63%
2010
11.20%9.44%
2009
42.25%41.81%
2008
-30.44%-29.72%
2007
1.42%1.09%
2006
N/A6.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.12%N/AN/AN/A
20232.50%2.94%3.15%2.65%
2022-0.39%-5.51%0.66%2.71%
20211.65%1.55%0.90%0.35%
2020-14.29%9.27%4.04%3.73%
20193.63%1.41%0.77%1.59%
20181.60%0.53%1.78%-3.76%
20170.81%0.56%1.18%1.20%
20161.62%2.77%3.04%1.96%
20152.07%0.86%-1.65%-1.73%
20141.10%1.16%-0.52%-0.74%
20131.90%0.39%1.24%1.73%
20124.58%0.58%2.99%1.91%
20112.43%0.24%-4.87%3.49%
20104.33%-1.34%3.44%4.44%
20098.12%16.98%8.79%3.38%
2008-6.32%4.52%-6.31%-24.17%
20072.11%1.31%-1.59%-0.38%
20061.35%1.65%1.88%N/A

Rank in category (by total return)

YTD70
1-month79
3-month70
1-year58
3-year64
5-year62

Load adjusted returns

1-year7.97%
3-year3.45%
5-year3.38%
10-year3.32%