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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.25% 0.33% 52.52M 2274.17
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
4.19% 154.0% 3.554M Upgrade

Basic Info

Investment Strategy
The investment seeks results that, before fees and expenses, closely correspond to the performance of the Beta Advantage ®Short Term Bond Index. The fund invests substantially all its assets in securities within the index, which are fixed income/debt instruments, or in securities, such as “to-be-announced” (TBA) securities, that the fund’s investment adviser determines have economic characteristics that are substantially the same as the economic characteristics of the securities within the index. The index is owned and calculated by Bloomberg Index Services Limited, which is not affiliated with the fund or Columbia Management. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style Medium Quality/Limited Sensitivity
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Short-Term Bond
Category Index Bloomberg US Govt/Credit 1-3 Yr TR USD
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Income
Fund Owner Firm Name Columbia Threadneedle
Prospectus Benchmark Index
Beta Advantage Short-Term Bond TR USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
David Janssen 2.53 yrs
Gregory Liechty 2.53 yrs
Ronald Stahl 2.53 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
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--
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--
Total Return (NAV)
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--
--
--
--
--
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Category Rtn. (NAV)
--
--
--
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--
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% Rank in Cat (NAV)
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As of April 22, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
--
--
-7.24%
7.20%
-0.28%
3.54%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
-3.06%
1.83%
0.77%
6.54%
6.38%
-1.91%
-8.29%
5.14%
-1.49%
1.63%
1.80%
6.25%
4.41%
-0.77%
-5.65%
6.09%
-0.20%
--
0.80%
5.79%
4.70%
-0.91%
-6.37%
4.61%
-0.28%
--
--
7.60%
6.30%
-1.42%
-7.26%
5.71%
-0.97%
As of April 22, 2024.

Asset Allocation

As of April 15, 2024.
Type % Net % Long % Short
Cash 9.13% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 90.87% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks results that, before fees and expenses, closely correspond to the performance of the Beta Advantage ®Short Term Bond Index. The fund invests substantially all its assets in securities within the index, which are fixed income/debt instruments, or in securities, such as “to-be-announced” (TBA) securities, that the fund’s investment adviser determines have economic characteristics that are substantially the same as the economic characteristics of the securities within the index. The index is owned and calculated by Bloomberg Index Services Limited, which is not affiliated with the fund or Columbia Management. The fund is non-diversified.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style Medium Quality/Limited Sensitivity
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Short-Term Bond
Category Index Bloomberg US Govt/Credit 1-3 Yr TR USD
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Income
Fund Owner Firm Name Columbia Threadneedle
Prospectus Benchmark Index
Beta Advantage Short-Term Bond TR USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
David Janssen 2.53 yrs
Gregory Liechty 2.53 yrs
Ronald Stahl 2.53 yrs

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