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Columbia Strategic Income Inst (LSIZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.03+0.03 (+0.14%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.21%
5-Year Average Return2.31%
Number of Years Up20
Number of Years Down4
Best 1 Yr Total Return (May 6, 2024)19.19%
Worst 1 Yr Total Return (May 6, 2024)N/A
Best 3-Yr Total Return19.19%
Worst 3-Yr Total Return-0.93%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLSIZXCategory
YTD-1.03%1.90%
1-Month-1.55%0.35%
3-Month-1.26%1.41%
1-Year4.86%7.92%
3-Year-0.89%3.65%
5-Year2.06%3.77%
10-Year2.98%2.82%
Last Bull Market9.22%6.13%
Last Bear Market-6.51%-3.74%

Annual Total Return (%) History

Year
LSIZXCategory
2024
N/AN/A
2023
10.13%N/A
2022
-11.15%N/A
2021
1.85%N/A
2020
7.43%3.44%
2019
10.27%6.69%
2018
-0.73%-1.17%
2017
6.27%4.06%
2016
8.15%5.28%
2015
0.49%-1.41%
2014
3.81%1.24%
2013
0.33%0.29%
2012
11.86%7.50%
2011
6.44%-1.29%
2010
10.17%5.44%
2009
19.19%19.00%
2008
-6.46%-16.76%
2007
5.98%1.97%
2006
7.08%6.08%
2005
1.52%4.36%
2004
10.21%5.92%
2003
19.72%15.36%
2002
7.88%4.83%
2001
2.99%-3.06%
2000
-0.42%4.38%
1999
N/A7.38%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.54%N/AN/AN/A
20233.40%0.65%-1.14%7.03%
2022-4.21%-6.51%-3.05%2.33%
20210.75%1.44%-0.15%-0.20%
2020-10.04%10.31%3.18%4.92%
20195.00%2.25%0.86%1.83%
2018-0.31%-0.48%1.28%-1.20%
20171.96%2.09%1.57%0.52%
20162.24%2.80%3.06%-0.16%
20152.39%1.02%-2.99%0.15%
20142.85%2.46%-1.03%-0.47%
20130.60%-2.65%0.95%1.48%
20123.70%1.32%4.26%2.11%
20112.52%1.99%-2.69%4.62%
20102.55%0.80%6.10%0.45%
20091.14%7.07%7.86%2.04%
20081.44%-0.81%-3.28%-3.88%
20071.92%0.05%2.65%1.25%
20060.66%0.09%3.38%2.81%
2005-1.45%1.81%0.97%0.20%
20042.05%-2.13%4.86%5.23%
20034.26%7.66%1.47%5.11%
20020.77%0.84%0.95%5.17%
20011.76%-1.50%-1.14%3.93%
2000-0.04%-0.01%0.27%-0.65%
1999-0.61%-0.18%1.64%N/A

Rank In Category (By Total Return)

YTD83
1-Month75
3-Month82
1-Year57
3-Year75
5-Year54

Load Adjusted Returns

1-Year4.86%
3-Year-0.89%
5-Year2.06%
10-Year2.98%