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Columbia Fds Srs Tr I, Strategic Income Fd Cl A: (MF: COSIX)

(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET

$22.40 USD

-0.04 (-0.18%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 4.91 26
3 months 4.51 41
6 months 5.34 19
1 Year 10.54 12
3 Year 0.57 42
5 Year 2.61 22
10 Year 3.19 12

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 57.85
Bear Market (10/07 - 2/09) -7.00
Bull Market (2/09 - 3/21) 126.74

Load Adjusted Returns as of Aug 31, 2024

1 Year 2.13
5 Year 1.06
10 Year 2.38
Since Inception 7.15

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 0.46 0.74 NA NA
2023 3.32 0.57 -1.17 6.97
2022 -4.26 -6.32 -3.10 2.27
2021 0.63 1.39 -0.16 -0.29
2020 -10.07 10.05 3.19 4.89
2019 5.03 2.14 0.78 1.90

Annual Return

20242023202220212020201920182017201620152014
% Total Return 4.919.85-11.121.567.1110.18-0.955.917.750.603.67
% Total Return Rel to Index 1.834.321.893.11-0.381.45-0.962.365.090.02-2.26
% Total Return Rel to Peer 0.763.46-1.590.891.182.200.191.902.612.581.06
% Perf Quintile vs Peer* 0.001.003.002.003.002.004.002.002.001.003.00
% Dividends 0.761.090.870.720.810.900.810.700.731.030.95
% Yield 3.285.073.982.773.083.533.372.752.944.353.80
Capital Gains ($) 0.000.000.000.280.000.000.160.240.000.000.40
Expense Ratio 0.930.940.920.920.930.950.940.951.021.031.04

* 1 = Top 20%, 5 = Bottom 20%