Nasdaq - Delayed Quote USD
Columbia Income Opportunities Inst2 (CEPRX)
8.80
+0.01
+(0.11%)
At close: May 16 at 8:04:13 PM EDT
Fund Summary
Under normal market conditions, the fund's assets are invested primarily in income-producing debt securities, with an emphasis on the higher rated segment of the high-yield (junk bond) market. These income-producing debt instruments include corporate debt securities as well as bank loans. The fund will purchase only debt instruments rated B or above, or if unrated, determined to be of comparable quality. It may invest in debt instruments of any maturity and does not seek to maintain a particular dollar-weighted average maturity.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 16.55% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 2.83% |
| 5y Average Return | 5.69% |
| Rank in Category (ytd) | 12 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.79 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CEPRX | Category Average | CEPRX | Category Average | CEPRX | Category Average | |
| Alpha | 3 | 0.03 | 5.56 | 0.04 | 2.44 | 0.04 |
| BETA | 0.79 | 0.01 | 0.85 | 0 | 0.75 | 0 |
| Mean Annual Return | 0.47 | 0.01 | 0.47 | 0.01 | 0.35 | 0 |
| R-squared | 56.27 | 0.04 | 52.86 | 0.05 | 25.38 | 0.04 |
| Standard Deviation | 7.77 | 0.09 | 7.29 | 0.07 | 7.42 | 0.07 |
| Sharpe Ratio | 0.14 | 0.01 | 0.38 | 0.01 | 0.3 | 0.01 |
| Treynor Ratio | 1.03 | 0.11 | 3.08 | 0.11 | 2.63 | 0.12 |
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