Find A Portfolio/Ticker
Comparison Box
CBFYX: Columbia Bond Y (MUTUAL FUND)
Basic Info 36.43 0.07(0.19%) October 29
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 07/21/2009 |
| Last Dividend Date: | 07/31/2020 |
| 12-Mo. Yield | 2.08% |
| Expenses | 0.53% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 10/28/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.0 | 326.8 | 330.0 | 67.3 | 38.0 | 19.3 | 17.9 | 9.5 | -0.3 | 4.0 | 4.0 | 0.3 | 5.6 | -2.9 | 6.0 | 7.3 | 6.2 | 2.6 |
| SR | NA | 3.2 | 2.38 | 0.83 | 0.6 | 0.43 | 0.42 | 2.16 | -0.54 | 1.21 | 1.19 | 0.08 | 2.18 | -0.89 | 2.21 | 1.89 | 1.59 | 1.5 |
| DD(%) | NA | 9.6 | 9.6 | 9.6 | 9.6 | 9.6 | 9.6 | 2.2 | 2.9 | 1.3 | 4.3 | 2.9 | 1.2 | 5.4 | 1.3 | 1.8 | 3.3 | 1.6 |
| SD(%) | NA | 153.4 | 138.5 | 80.2 | 62.1 | 44.0 | 41.5 | 3.8 | 3.1 | 2.8 | 3.2 | 3.8 | 2.6 | 3.2 | 2.7 | 3.8 | 3.9 | 3.9 |
| TR | NA | 14.26 | 7.18 | 0.9 | 0.48 | 0.25 | 0.24 | 0.08 | -0.02 | 0.04 | 0.05 | 0.0 | 0.07 | -0.04 | 0.08 | 0.1 | 0.09 | 0.09 |
| Alpha(%) | NA | 1.48 | 1.2 | 0.4 | 0.24 | 0.12 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | -0.02 |
| Beta(%) | NA | 0.34 | 0.46 | 0.73 | 0.77 | 0.77 | 0.74 | 1.05 | 0.97 | 0.86 | 0.73 | 0.81 | 0.75 | 0.8 | 0.77 | 0.72 | 0.7 | 0.65 |
| RS | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.84 | 0.69 | 0.76 | 0.69 | 0.84 | 0.78 | 0.85 | 0.78 | 0.83 | 0.87 | 0.81 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- SRBFX (Columbia Intermediate Bond Z) (100%)
- CBFYX (Columbia Bond Y) (100%)
- GPBFX (GMO Core Plus Bond IV) (99%)
- SCPZX (Scout Core Plus Bond Instl) (99%)
- SCCIX (Scout Core Bond I) (99%)
- GIBIX (Guggenheim Total Return Bond Instl) (99%)
- SIUSX (Guggenheim US Intermediate Bond A) (98%)
- WIPIX (Wells Fargo Advantage Income Plus I) (98%)
- GIBLX (Guggenheim Total Return P) (98%)
- NERYX (Loomis Sayles Core Plus Bond Y) (98%)
Best ETFs
- VCIT (Vanguard Intermediate-Term Corp Bd ETF) (90%)
- BIV (Vanguard Intermediate-Term Bond ETF) (86%)
- BOND (PIMCO Total Return Active ETF) (85%)
- FBND (Fidelity Total Bond ETF) (78%)
- GBF (iShares Government/Credit Bond) (71%)
- AGG (iShares Core US Aggregate Bond) (66%)
- SCHZ (Schwab US Aggregate Bond ETF) (55%)
- CMBS (iShares CMBS) (54%)
- VMBS (Vanguard Mortgage-Backed Securities ETF) (46%)
- GVI (iShares Interm Government/Credit Bd) (43%)
Best Closed End Funds
* Day change on 10/29/2020.Latest Articles Related to CBFYX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments