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Columbia Fds Srs Tr I, U.s. Treasury Index Fund Class A: (MF: LUTAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:20 PM ET

$9.90 USD

+0.01 (0.10%)

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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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.77 30
3 months 1.27 41
6 months 3.38 28
1 Year 5.00 52
3 Year 3.84 77
5 Year -0.38 85
10 Year 0.89 84

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) 12.89
Bull Market (2/09 - 3/21) 29.80

Load Adjusted Returns as of Feb 28, 2026

1 Year 5.86
5 Year -1.30
10 Year 1.00
Since Inception 2.37

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.81 0.76 1.49 0.68
2024 -0.95 0.09 4.62 -3.21
2023 3.08 -1.38 -3.16 5.44
2022 -5.46 -3.83 -4.43 0.48
2021 -4.32 1.66 -0.01 0.01

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.775.860.383.78-12.69-2.727.526.440.521.830.72
% Total Return Rel to Index -0.10-1.52-0.87-1.730.32-1.180.02-2.280.51-1.71-1.93
% Total Return Rel to Peer -0.35-0.30-1.66-0.43-2.33-3.960.21-0.151.30-0.61-1.76
% Perf Quintile vs Peer* 5.004.000.003.004.005.003.003.002.003.004.00
% Dividends 0.050.340.310.240.150.110.150.210.190.140.14
% Yield 0.283.303.113.281.450.981.221.821.701.211.23
Capital Gains ($) 0.000.000.000.000.000.020.070.000.000.000.03
Expense Ratio 0.000.320.320.320.320.320.330.350.350.350.35

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