LSIZX Performance — Columbia Strategic Income Fund, Institutional Class
Data updated: 2026-07-29
LSIZX returned +1.45% year to date and +5.42% over one year to May 2026. Annualised returns are +6.85% over 3 years and +2.24% over 5 years. Against its Intermediate Core Bond category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $122, against $115 for the category, and to $105 over one year, against $105. Volatility over the past three years was 4.75% a year. In the 12 months to May 2026 the fund took in a net $206.9M, and assets reached $5.98B.
LSIZX Growth of $100
What $100 invested in Columbia Strategic Income Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Intermediate Core Bond category average over the same months.
| Period | LSIZX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $105 | $105 |
| 3 years (Jun 2023 – May 2026) | $122 | $115 |
| 5 years (Jun 2021 – May 2026) | $112 | $103 |
| Since data start (Sep 2019 – May 2026) | $125 | $109 |
LSIZX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +1.45% |
| 1 year | +5.42% |
| 3 years (annualised) | +6.85% |
| 5 years (annualised) | +2.24% |
LSIZX Annual Returns
Calendar-year total returns of Columbia Strategic Income Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +1.45% |
| 2025 | +7.22% |
| 2024 | +4.77% |
| 2023 | +10.13% |
| 2022 | −11.15% |
| 2021 | +1.85% |
| 2020 | +7.44% |
| 2019 (Sep–Dec) | +2.19% |
LSIZX 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 | +0.2% | +1.2% | −1.5% | +1.0% | +0.5% | — | — | — | — | — | — | — |
| 2025 | +0.8% | +1.6% | −0.2% | +0.7% | +0.3% | +1.6% | −0.2% | +1.2% | +0.6% | +0.4% | +0.4% | −0.1% |
| 2024 | +0.2% | −0.6% | +0.9% | −1.6% | +1.5% | +0.9% | +2.1% | +1.6% | +1.2% | −1.5% | +1.2% | −1.2% |
| 2023 | +4.0% | −2.3% | +1.7% | +0.5% | −1.0% | +1.2% | +0.8% | −0.5% | −1.5% | −1.5% | +4.8% | +3.6% |
| 2022 | −1.5% | −1.4% | −1.3% | −3.4% | −0.4% | −2.8% | +3.3% | −1.5% | −4.7% | −1.3% | +4.0% | −0.3% |
| 2021 | +0.5% | +0.5% | −0.2% | +0.6% | +0.4% | +0.5% | +0.1% | +0.1% | −0.4% | −0.2% | −0.7% | +0.7% |
| 2020 | +0.3% | −0.5% | −9.8% | +3.7% | +3.6% | +2.6% | +3.3% | +0.3% | −0.4% | +0.5% | +2.9% | +1.5% |
| 2019 | — | — | — | — | — | — | — | — | +0.3% | +0.5% | +0.3% | +1.0% |
LSIZX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 4.75%
- 3-year Sharpe ratio: 0.50 (vs 4.5% risk-free rate)
- Best month: +4.83% (Nov 2023)
- Worst month: −1.55% (Apr 2024)
LSIZX Fund Flows
Monthly money in and out of Columbia Strategic Income Fund, from SEC Form N-PORT.
- 12-month net flow: $206.9M
- 12-month gross sales (incl. reinvestments): $2.0B
- Sales ÷ redemptions: 1.12×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $170.2M | $145.6M | $24.6M |
| Apr 2026 | $166.2M | $207.4M | −$41.2M |
| Mar 2026 | $205.9M | $186.8M | $19.2M |
| Feb 2026 | $203.1M | $176.2M | $27.0M |
| Jan 2026 | $185.0M | $164.4M | $20.6M |
| Dec 2025 | $133.6M | $121.5M | $12.1M |
| Nov 2025 | $131.2M | $115.0M | $16.2M |
| Oct 2025 | $160.9M | $135.7M | $25.2M |
| Sep 2025 | $166.1M | $128.1M | $37.9M |
| Aug 2025 | $128.4M | $122.3M | $6.0M |
| Jul 2025 | $159.6M | $122.2M | $37.4M |
| Jun 2025 | $143.4M | $121.5M | $21.9M |
LSIZX Assets Under Management
Net assets of Columbia Strategic Income Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $5.98B |
| 2026-02-28 | $6.05B |
| 2025-11-30 | $6.00B |
| 2025-08-31 | $5.91B |
| 2025-05-31 | $5.77B |
| 2025-02-28 | $5.79B |
| 2024-11-30 | $5.78B |
| 2024-08-31 | $5.65B |
| 2024-05-31 | $5.41B |
| 2024-02-29 | $5.39B |
| 2023-11-30 | $5.09B |
| 2023-08-31 | $5.02B |
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.