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Columbia Disciplined Core Fund Class I2: (MF: RSIPX)
(NASDAQ Mutual Funds) As of Sep 9, 2025 08:00 PM ET
$16.08 USD
+0.07 (0.44%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.14 | 65 |
| 3 months | 13.95 | 46 |
| 6 months | 2.64 | 55 |
| 1 Year | 12.11 | 51 |
| 3 Year | 15.48 | 40 |
| 5 Year | 14.86 | 26 |
| 10 Year | 12.32 | 34 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -53.49 |
| Bull Market (2/09 - 3/21) | 1,022.56 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 11.38 |
| 5 Year | 15.30 |
| 10 Year | 12.26 |
| Since Inception | 9.67 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.16 | 9.53 | NA | NA |
| 2024 | 12.14 | 3.67 | 5.51 | 2.70 |
| 2023 | 8.20 | 7.07 | -2.36 | 9.98 |
| 2022 | -5.43 | -14.98 | -5.47 | 6.86 |
| 2021 | 9.18 | 7.49 | 0.92 | 12.07 |
| 2020 | -19.90 | 21.39 | 5.50 | 11.20 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.14 | 26.00 | 24.42 | -18.78 | 32.76 | 14.08 | 24.77 | -3.70 | 24.46 | 8.00 | 1.23 |
| % Total Return Rel to Index | -3.43 | 0.98 | -1.82 | -0.57 | 4.07 | -4.31 | -6.71 | 0.69 | 2.67 | -3.93 | -0.15 |
| % Total Return Rel to Peer | -1.79 | 6.61 | 1.42 | 0.91 | 10.70 | -5.83 | -3.65 | 3.16 | 3.78 | 0.18 | 2.83 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 1.00 | 4.00 | 5.00 | 2.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.13 | 0.13 | 0.11 | 0.16 | 0.16 | 0.18 | 0.14 | 0.21 | 0.16 | 0.15 |
| % Yield | 0.00 | 0.81 | 0.91 | 0.97 | 0.92 | 1.19 | 1.40 | 1.27 | 1.67 | 1.55 | 1.59 |
| Capital Gains ($) | 0.00 | 1.64 | 0.40 | 0.74 | 2.41 | 0.51 | 1.06 | 0.80 | 0.55 | 0.00 | 0.00 |
| Expense Ratio | 0.69 | 0.70 | 0.71 | 0.70 | 0.70 | 0.70 | 0.70 | 0.70 | 0.71 | 0.71 | 0.70 |
* 1 = Top 20%, 5 = Bottom 20%