CLDZX Performance — Columbia Select Short Corporate Income Fund, Institutional Class
Data updated: 2026-09-28
CLDZX returned +0.56% year to date and +3.12% over one year to Jul 2026. Annualised returns are +5.16% over 3 years and +2.15% over 5 years. The fund trailed its Short-Term Corporate Bond category average: $100 invested three years ago grew to $116, against $120 for the category, and to $103 over one year, against $104. Volatility over the past three years was 2.39% a year. In the 12 months to Jul 2026 the fund lost a net $44.3M, and assets reached $454.97M.
CLDZX Growth of $100
What $100 invested in Columbia Select Short Corporate Income Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Short-Term Corporate Bond category average over the same months.
| Period | CLDZX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $103 | $104 |
| 3 years (Aug 2023 – Jul 2026) | $116 | $120 |
| 5 years (Aug 2021 – Jul 2026) | $111 | $116 |
| Since data start (Aug 2019 – Jul 2026) | $120 | $127 |
CLDZX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +0.56% |
| 1 year | +3.12% |
| 3 years (annualised) | +5.16% |
| 5 years (annualised) | +2.15% |
CLDZX Annual Returns
Calendar-year total returns of Columbia Select Short Corporate Income Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +0.56% |
| 2025 | +6.29% |
| 2024 | +4.84% |
| 2023 | +6.75% |
| 2022 | −6.13% |
| 2021 | −0.64% |
| 2020 | +5.67% |
| 2019 (Aug–Dec) | +1.97% |
CLDZX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.3% | +0.6% | −0.9% | +0.3% | +0.2% | +0.1% | −0.2% | — | — | — | — | — |
| 2025 | +0.5% | +0.8% | +0.3% | +0.6% | +0.1% | +1.0% | +0.1% | +1.0% | +0.5% | +0.3% | +0.4% | +0.2% |
| 2024 | +0.4% | −0.5% | +0.6% | −0.6% | +1.1% | +0.6% | +1.5% | +1.0% | +1.1% | −1.0% | +0.6% | −0.1% |
| 2023 | +1.8% | −1.2% | +1.9% | +0.4% | −0.6% | −0.1% | +0.6% | +0.2% | −0.5% | 0.0% | +2.3% | +1.8% |
| 2022 | −1.5% | −0.8% | −1.7% | −1.8% | +1.0% | −1.9% | +1.9% | −1.5% | −2.1% | +0.1% | +2.0% | +0.2% |
| 2021 | −0.1% | −0.2% | −0.3% | +0.4% | +0.3% | 0.0% | +0.3% | 0.0% | −0.2% | −0.5% | −0.4% | +0.2% |
| 2020 | +0.9% | +0.6% | −5.2% | +4.4% | +1.5% | +1.2% | +1.1% | +0.1% | −0.3% | +0.2% | +0.8% | +0.5% |
| 2019 | — | — | — | — | — | — | — | +0.8% | 0.0% | +0.5% | +0.1% | +0.6% |
CLDZX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 2.39%
- 3-year Sharpe ratio: 0.28 (vs 4.5% risk-free rate)
- Best month: +2.34% (Nov 2023)
- Worst month: −0.98% (Oct 2024)
CLDZX Fund Flows
Monthly money in and out of Columbia Select Short Corporate Income Fund, from SEC Form N-PORT.
- 12-month net flow: −$44.3M
- 12-month gross sales (incl. reinvestments): $119.3M
- Sales ÷ redemptions: 0.73×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $5.4M | $12.2M | −$6.8M |
| Jun 2026 | $6.9M | $15.6M | −$8.7M |
| May 2026 | $14.1M | $11.4M | $2.8M |
| Apr 2026 | $6.0M | $19.3M | −$13.3M |
| Mar 2026 | $9.7M | $13.2M | −$3.5M |
| Feb 2026 | $10.1M | $11.5M | −$1.4M |
| Jan 2026 | $14.1M | $23.7M | −$9.6M |
| Dec 2025 | $9.6M | $8.3M | $1.3M |
| Nov 2025 | $9.9M | $14.0M | −$4.1M |
| Oct 2025 | $11.9M | $11.0M | $835K |
| Sep 2025 | $7.1M | $15.4M | −$8.2M |
| Aug 2025 | $14.5M | $7.9M | $6.6M |
CLDZX Assets Under Management
Net assets of Columbia Select Short Corporate Income Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $454.97M |
| 2026-04-30 | $471.87M |
| 2026-01-31 | $494.68M |
| 2025-10-31 | $506.76M |
| 2025-07-31 | $503.59M |
| 2025-04-30 | $515.58M |
| 2025-01-31 | $529.68M |
| 2024-10-31 | $530.17M |
| 2024-07-31 | $547.60M |
| 2024-04-30 | $517.48M |
| 2024-01-31 | $534.85M |
| 2023-10-31 | $546.93M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.