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LUTAX: COLUMBIA U.S. TREASURY INDEX FUND COLUMBIA U.S. TREASURY INDEX FUND CLASS A (MUTUAL FUND)
Basic Info 9.86 0.01(0.10%) July 25
See more info about LUTAXAsset Class: | Intermediate Government |
MyPlanIQ Rating: | (33%) |
Start Date: | 11/27/2002 |
Last Dividend Date: | 04/30/2025 |
12-Mo. Yield | 2.81% |
Expenses | 0.17% |
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Performance Analytics (As of 07/18/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/27/2002 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | 0.2 | 2.2 | 2.9 | 0.6 | -2.4 | 0.7 | 1.2 | 2.2 | 2.2 |
Sharpe Ratio ? | NA | 0.13 | -0.19 | -0.43 | -0.78 | -0.16 | NA | NA | 0.22 |
Draw Down(%) ? | NA | 2.8 | 4.9 | 9.2 | 20.3 | 20.3 | NA | NA | 20.3 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/27/2002
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See Intermediate Government Asset Class Trend Rankings |
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