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Columbia Fds Srs Tr, Columbia Convertible Securities Fund Class A: (MF: PACIX)

(NASDAQ Mutual Funds) As of Apr 30, 2024 08:00 PM ET

$19.87 USD

-0.20 (-1.00%)

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 Mar 31, 2024

Total Return %* Percentile Rank Objective
YTD 1.72 76
3 months 1.72 76
6 months 8.58 71
1 Year 9.56 47
3 Year -2.36 63
5 Year 9.64 35
10 Year 8.02 26

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 84.43
Bear Market (10/07 - 2/09) -36.99
Bull Market (2/09 - 3/21) 379.16

Load Adjusted Returns as of Mar 31, 2024

1 Year 3.60
5 Year 8.41
10 Year 7.42
Since Inception 9.52

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 1.72 NA NA NA
2023 3.90 4.59 -3.53 6.74
2022 -5.37 -16.40 -0.16 1.78
2021 2.11 3.54 -1.30 -0.46
2020 -13.07 25.94 13.23 19.27
2019 11.88 5.20 -0.31 7.45

Annual Return

20242023202220212020201920182017201620152014
% Total Return 1.7211.91-19.613.8747.8626.09-0.9815.0711.23-7.188.41
% Total Return Rel to Index -8.83-14.33-1.41-24.8129.46-5.393.40-6.72-0.70-8.57-5.22
% Total Return Rel to Peer -1.053.08-1.52-0.476.094.470.482.423.74-2.462.98
% Perf Quintile vs Peer* 0.001.004.003.002.001.002.003.002.004.001.00
% Dividends 0.110.510.390.210.440.490.400.540.410.750.42
% Yield 0.542.381.880.661.302.031.972.582.204.232.08
Capital Gains ($) 0.000.001.435.451.900.890.590.000.000.410.46
Expense Ratio 0.001.101.101.121.121.131.121.131.111.101.12

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