Nasdaq - Delayed Quote USD

Columbia Strategic Income A (COSIX)

21.84
+0.01
+(0.05%)
At close: 8:04:15 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.38%
5y Average Return 3.99%
Number of Years Up 41
Number of Years Down 6
Best 1Y Total Return (May 9, 2025) 11.60%
Worst 1Y Total Return (May 9, 2025) --
Best 3Y Total Return 11.60%
Worst 3Y Total Return -1.20%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
COSIX
Category
YTD
2.80%
1.94%
1-Month
0.69%
0.65%
3-Month
2.00%
2.15%
1-Year
8.65%
9.23%
3-Year
4.19%
5.23%
5-Year
4.11%
4.63%
10-Year
3.24%
4.32%
Last Bull Market
7.00%
8.16%
Last Bear Market
-6.57%
-3.23%

Annual Total Return (%) History

Year
COSIX
Category
2025
--
--
2024
4.50%
--
2023
9.86%
--
2022
-11.36%
--
2021
1.57%
--
2020
7.12%
4.84%
2019
10.18%
9.80%
2018
-0.97%
-1.52%

2017
5.91%
6.07%
2016
7.75%
7.52%
2015
0.24%
-2.18%
2014
3.67%
3.63%
2013
0.07%
1.87%
2012
11.60%
11.71%
2011
6.11%
3.37%
2010
9.96%
10.86%
2009
18.67%
29.22%
2008
-6.46%
-15.41%
2007
5.67%
4.45%
2006
6.76%
6.90%
2005
1.26%
2.12%
2004
10.04%
8.38%
2003
19.29%
16.18%
2002
7.97%
6.76%
2001
2.33%
4.22%
2000
-0.68%
1.73%
1999
1.28%
2.89%
1998
5.18%
1.41%
1997
8.62%
9.24%
1996
10.25%
10.86%
1995
21.03%
17.00%
1994
-3.71%
-4.53%
1993
14.13%
14.59%
1992
9.77%
9.75%
1991
28.13%
27.16%
1990
-7.31%
-3.54%
1989
9.94%
4.35%
1988
16.66%
12.74%
1987
3.74%
0.57%
1986
4.76%
7.30%
1985
20.28%
17.79%
1984
4.50%
5.11%
1983
19.10%
17.84%
1982
13.97%
14.72%
1981
0.97%
1.86%
1980
19.19%
22.13%
1979
18.03%
17.68%
1978
7.09%
6.27%
1977
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.09% -- -- --
2024 0.46% 0.74% 4.94% -1.61%
2023 3.32% 0.58% -1.17% 6.97%
2022 -4.27% -6.57% -3.10% 2.27%
2021 0.63% 1.39% -0.16% -0.30%
2020 -10.08% 10.05% 3.19% 4.90%
2019 5.03% 2.15% 0.78% 1.91%
2018 -0.37% -0.37% 1.02% -1.24%
2017 1.87% 1.99% 1.49% 0.44%
2016 2.15% 2.69% 3.12% -0.39%

2015 2.29% 0.94% -3.17% 0.26%
2014 2.74% 2.53% -1.07% -0.52%
2013 0.69% -2.83% 0.88% 1.40%
2012 3.76% 1.24% 4.14% 2.02%
2011 2.43% 1.90% -2.72% 4.50%
2010 2.63% 0.56% 6.15% 0.38%
2009 1.07% 6.92% 7.71% 1.95%
2008 1.53% -0.86% -3.31% -3.89%
2007 2.02% -0.01% 2.56% 1.01%
2006 0.60% 0.03% 3.46% 2.55%
2005 -1.66% 1.90% 0.91% 0.14%
2004 2.14% -2.17% 4.76% 5.13%
2003 4.17% 7.54% 1.40% 5.02%
2002 0.71% 0.77% 0.89% 5.46%
2001 1.85% -2.49% -0.96% 4.03%
2000 -0.10% -0.07% 0.37% -0.88%
1999 0.77% -0.82% -0.24% 1.58%
1998 2.14% 0.86% -0.67% 2.78%
1997 -1.86% 5.03% 3.56% 1.76%
1996 -0.21% 1.48% 4.07% 4.62%
1995 5.51% 5.47% 3.39% 5.20%
1994 -2.62% -1.31% 0.25% -0.05%
1993 4.53% 3.34% 2.19% 3.39%
1992 1.49% 4.48% 3.64% -0.11%
1991 8.61% 4.68% 6.44% 5.88%
1990 -3.03% 3.45% -6.55% -1.13%
1989 2.88% 3.03% 3.30% 0.41%
1988 9.67% 4.30% -1.33% 3.35%
1987 16.42% 2.50% 3.93% -16.36%
1986 5.33% 0.67% -5.14% 4.14%
1985 5.90% 3.50% -2.06% 12.05%
1984 -2.14% -2.32% 7.58% 1.61%
1983 7.74% 6.18% 2.29% 1.78%
1982 -6.09% 1.29% 7.92% 11.02%
1981 2.63% -0.74% -7.42% 7.06%
1980 -4.13% 10.83% 7.13% 4.72%
1979 6.49% 3.32% 4.51% 2.65%
1978 -2.34% 5.09% 6.46% -1.99%
1977 -1.04% 0.02% -- --

Rank in Category (By Total Return)

YTD 17
1-Month 2
3-Month 17
1-Year 34
3-Year 51
5-Year 51

Load Adjusted Returns

1-Year 3.49%
3-Year 2.51%
5-Year 3.10%
10-Year 2.74%

Performance & Risk

YTD Return 2.38%
5y Average Return 3.99%
Rank in Category (ytd) 17
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category Multisector Bond
Fund Family Columbia Threadneedle
Net Assets 5.69B
YTD Return 2.80%
Yield 5.04%
Morningstar Rating
Inception Date Jan 29, 1999

Fund Summary

Under normal circumstances, the fund has substantial exposure to fixed-income/debt markets. It may invest in U.S. government bonds and notes, U.S. and international bonds and notes, investment grade corporate (or similar) bonds and notes, mortgage- and other asset-backed securities, high yield (i.e., junk) instruments, floating rate loans and other floating rate debt securities, inflation-protected/linked securities, convertible securities, cash/cash equivalents, as well as foreign government, sovereign and quasi-sovereign debt investments.

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