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Columbia Quality Income Inst3 (CUGYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.11+0.06 (+0.35%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.50%
5-Year Average Return-1.33%
Number of Years Up8
Number of Years Down1
Best 1 Yr Total Return (May 13, 2024)6.97%
Worst 1 Yr Total Return (May 13, 2024)N/A
Best 3-Yr Total Return6.97%
Worst 3-Yr Total Return-4.50%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCUGYXCategory
YTD-4.83%-0.61%
1-Month-3.49%0.77%
3-Month-4.81%1.99%
1-Year-3.50%3.06%
3-Year-6.76%5.69%
5-Year-1.71%3.75%
10-Year0.65%3.84%
Last Bull Market9.83%4.61%
Last Bear Market-4.94%1.87%

Annual Total Return (%) History

Year
CUGYXCategory
2024
N/AN/A
2023
4.42%N/A
2022
-16.78%N/A
2021
0.22%N/A
2020
6.13%8.06%
2019
6.97%8.94%
2018
2.11%-0.61%
2017
3.37%4.27%
2016
2.60%3.86%
2015
1.45%-0.45%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-1.38%N/AN/AN/A
20232.41%-1.91%-4.38%8.70%
2022-6.20%-4.94%-7.35%0.74%
20212.12%-0.25%-0.33%-1.29%
2020-2.62%5.39%1.59%1.80%
20192.48%2.34%1.15%0.83%
2018-0.82%0.69%-0.16%2.42%
20170.99%1.25%0.94%0.15%
20161.59%1.73%0.78%-1.49%
20151.46%0.04%0.38%-0.44%

Rank In Category (By Total Return)

YTD99
1-Month99
3-Month99
1-Year98
3-Year99
5-Year98

Load Adjusted Returns

1-Year-3.50%
3-Year-6.76%
5-Year-1.71%
10-Year0.65%