Nasdaq - Delayed Quote USD

Columbia Mortgage Opportunities Inst2 (CLMVX)

8.24
-0.03
(-0.36%)
At close: 8:00:52 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.25%
5y Average Return 3.81%
Number of Years Up 9
Number of Years Down 1
Best 1Y Total Return (May 21, 2025) 9.26%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 9.26%
Worst 3Y Total Return -2.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CLMVX
Category
YTD
6.40%
1.90%
1-Month
2.31%
0.35%
3-Month
5.39%
1.41%
1-Year
16.18%
7.92%
3-Year
1.78%
3.65%
5-Year
4.60%
3.77%
10-Year
3.96%
2.82%
Last Bull Market
10.61%
6.13%
Last Bear Market
-5.57%
-3.74%

Annual Total Return (%) History

Year
CLMVX
Category
2025
--
--
2024
5.29%
--
2023
7.57%
--
2022
-17.81%
--
2021
5.44%
--
2020
9.26%
3.44%
2019
6.44%
6.69%
2018
7.90%
-1.17%

2017
5.41%
4.06%
2016
6.66%
5.28%
2015
2.61%
-1.41%
2014
--
1.24%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.99% -- -- --
2024 -0.23% -0.10% 8.79% -2.89%
2023 2.79% -1.10% -2.83% 8.91%
2022 -4.75% -5.57% -7.33% -1.38%
2021 6.16% 0.12% -0.91% 0.11%
2020 -9.14% 8.85% 4.57% 5.64%
2019 3.01% 1.48% 0.85% 0.96%
2018 2.49% 2.73% 0.54% 1.93%
2017 1.64% 2.06% 0.59% 1.02%
2016 -0.03% 2.58% 2.15% 1.81%

2015 0.98% 2.37% -1.05% 0.31%
2014 0.47% 1.24% -- --

Rank in Category (By Total Return)

YTD 2
1-Month 5
3-Month 2
1-Year 1
3-Year 82
5-Year 34

Load Adjusted Returns

1-Year 16.18%
3-Year 1.78%
5-Year 4.60%
10-Year 3.96%

Performance & Risk

YTD Return 4.25%
5y Average Return 3.81%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.30
Morningstar Risk Rating

Fund Overview

Category Nontraditional Bond
Fund Family Columbia Threadneedle
Net Assets 2.14B
YTD Return 6.40%
Yield 5.60%
Morningstar Rating
Inception Date Mar 01, 2017

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in mortgage-related assets. It may invest in debt instruments of any maturity and does not seek to maintain either a particular dollar-weighted average maturity or a particular duration.

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