CUSBX Performance — Columbia Ultra Short Term Bond Fund, Institutional Class
Data updated: 2026-09-28
CUSBX returned +2.13% year to date and +4.22% over one year to Jul 2026. Annualised returns are +5.30% over 3 years and +3.95% over 5 years. The fund trailed its Trading - Leveraged category average: $100 invested three years ago grew to $117, against $136 for the category, and to $104 over one year, against $105. Volatility over the past three years was 0.46% a year. In the 12 months to Jul 2026 the fund took in a net $677.5M, and assets reached $1.90B.
CUSBX Growth of $100
What $100 invested in Columbia Ultra Short Term Bond Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Trading - Leveraged category average over the same months.
| Period | CUSBX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $104 | $105 |
| 3 years (Aug 2023 – Jul 2026) | $117 | $136 |
| 5 years (Aug 2021 – Jul 2026) | $121 | $130 |
| Since data start (Aug 2019 – Jul 2026) | $125 | $147 |
CUSBX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +2.13% |
| 1 year | +4.22% |
| 3 years (annualised) | +5.30% |
| 5 years (annualised) | +3.95% |
CUSBX Annual Returns
Calendar-year total returns of Columbia Ultra Short Term Bond Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +2.13% |
| 2025 | +4.82% |
| 2024 | +6.19% |
| 2023 | +6.21% |
| 2022 | +0.68% |
| 2021 | +0.15% |
| 2020 | +1.74% |
| 2019 (Aug–Dec) | +1.00% |
CUSBX 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 | +0.4% | +0.3% | +0.1% | +0.4% | +0.3% | +0.3% | +0.2% | — | — | — | — | — |
| 2025 | +0.4% | +0.4% | +0.4% | +0.3% | +0.4% | +0.5% | +0.4% | +0.4% | +0.5% | +0.4% | +0.3% | +0.5% |
| 2024 | +0.6% | +0.3% | +0.6% | +0.4% | +0.6% | +0.4% | +0.8% | +0.4% | +0.6% | +0.5% | +0.4% | +0.5% |
| 2023 | +0.8% | +0.2% | +0.4% | +0.4% | +0.4% | +0.4% | +0.7% | +0.5% | +0.3% | +0.5% | +0.7% | +0.6% |
| 2022 | −0.1% | −0.2% | −0.2% | −0.1% | +0.2% | −0.3% | +0.1% | +0.3% | +0.2% | +0.1% | +0.4% | +0.2% |
| 2021 | +0.1% | +0.1% | 0.0% | +0.1% | +0.1% | 0.0% | 0.0% | 0.0% | 0.0% | −0.1% | −0.1% | −0.1% |
| 2020 | +0.3% | +0.2% | −1.8% | +1.2% | +0.8% | +0.3% | +0.3% | +0.1% | +0.1% | +0.1% | +0.1% | +0.1% |
| 2019 | — | — | — | — | — | — | — | +0.3% | +0.1% | +0.3% | +0.1% | +0.2% |
CUSBX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 0.46%
- Best month: +0.75% (Jul 2024)
- Worst month: +0.13% (Mar 2026)
CUSBX Fund Flows
Monthly money in and out of Columbia Ultra Short Term Bond Fund, from SEC Form N-PORT.
- 12-month net flow: $677.5M
- 12-month gross sales (incl. reinvestments): $1.4B
- Sales ÷ redemptions: 1.92×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $128.7M | $72.9M | $55.9M |
| Jun 2026 | $127.5M | $81.4M | $46.2M |
| May 2026 | $180.1M | $61.3M | $118.8M |
| Apr 2026 | $109.3M | $82.8M | $26.5M |
| Mar 2026 | $115.0M | $82.9M | $32.1M |
| Feb 2026 | $150.7M | $52.1M | $98.6M |
| Jan 2026 | $115.0M | $62.3M | $52.7M |
| Dec 2025 | $106.9M | $57.3M | $49.6M |
| Nov 2025 | $117.9M | $52.2M | $65.7M |
| Oct 2025 | $102.2M | $47.4M | $54.8M |
| Sep 2025 | $94.3M | $49.8M | $44.5M |
| Aug 2025 | $68.3M | $36.1M | $32.1M |
CUSBX Assets Under Management
Net assets of Columbia Ultra Short Term Bond Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $1.90B |
| 2026-04-30 | $1.68B |
| 2026-01-31 | $1.53B |
| 2025-10-31 | $1.36B |
| 2025-07-31 | $1.23B |
| 2025-04-30 | $1.18B |
| 2025-01-31 | $1.07B |
| 2024-10-31 | $1.05B |
| 2024-07-31 | $1.04B |
| 2024-04-30 | $1.06B |
| 2024-01-31 | $1.11B |
| 2023-10-31 | $1.15B |
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.