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Columbia Nrth Carolina Itmt MuncplBd Adv (CNCEX)

Other OTC - Other OTC Delayed Price. Currency in USD
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9.560.00 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.11%
5-Year Average Return0.97%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (May 4, 2023)5.80%
Worst 1 Yr Total Return (May 4, 2023)N/A
Best 3-Yr Total Return5.80%
Worst 3-Yr Total Return-0.88%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCNCEXCategory
YTD0.11%0.46%
1-Month-2.07%0.14%
3-Month-1.95%1.06%
1-Year1.11%2.50%
3-Year-0.58%3.78%
5-Year0.97%2.16%
10-Year1.17%3.15%
Last Bull Market2.34%4.22%
Last Bear Market-2.30%4.64%

Annual Total Return (%) History

Year
CNCEXCategory
2023
N/AN/A
2022
-6.80%N/A
2021
0.47%N/A
2020
3.99%3.92%
2019
5.80%5.69%
2018
0.46%0.66%
2017
4.08%3.59%
2016
-0.55%-0.28%
2015
2.25%2.36%
2014
5.44%6.85%
2013
N/A-2.82%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20231.76%N/AN/AN/A
2022-5.24%-2.30%-2.24%2.98%
2021-0.67%1.14%-0.46%0.47%
2020-0.52%2.27%0.98%1.22%
20192.19%1.87%1.25%0.38%
2018-1.31%0.54%-0.33%1.57%
20170.98%1.64%0.85%0.55%
20161.42%2.06%-0.65%-3.28%
20150.60%-0.78%1.44%0.99%
20142.04%1.72%0.93%0.65%
2013-2.79%0.49%0.41%N/A

Rank In Category (By Total Return)

YTD35
1-Month2
3-Month1
1-Year8
3-Year20
5-Year35

Load Adjusted Returns

1-Year2.62%
3-Year0.27%
5-Year1.41%
10-Year1.35%