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CBFYX: Columbia Bond Y (MUTUAL FUND)
Basic Info 35.95 0.03(0.08%) January 15
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 07/21/2009 |
| Last Dividend Date: | 12/31/2020 |
| 12-Mo. Yield | 2.08% |
| Expenses | 0.53% |
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Performance Analytics (As of 01/15/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.3 | -0.3 | 9.1 | 6.3 | 5.1 | 4.2 | 4.5 | 9.7 | 9.5 | -0.3 | 4.0 | 4.0 | 0.3 | 5.6 | -2.9 | 6.0 | 7.3 | 6.2 | 2.6 |
| SR | NA | -3.01 | 1.64 | 1.27 | 1.15 | 1.09 | 1.15 | 1.74 | 2.16 | -0.54 | 1.21 | 1.19 | 0.08 | 2.18 | -0.89 | 2.21 | 1.89 | 1.59 | 1.5 |
| DD(%) | NA | 0.7 | 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 | 2.7 | 5.4 | 4.2 | 3.8 | 3.5 | 3.6 | 5.4 | 3.8 | 3.1 | 2.8 | 3.2 | 3.8 | 2.6 | 3.2 | 2.7 | 3.8 | 3.9 | 3.9 |
| TR | NA | -0.09 | 0.11 | 0.06 | 0.05 | 0.05 | 0.05 | 0.12 | 0.08 | -0.02 | 0.04 | 0.05 | 0.0 | 0.07 | -0.04 | 0.08 | 0.1 | 0.09 | 0.09 |
| Alpha(%) | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | -0.02 |
| Beta(%) | NA | 0.85 | 0.81 | 0.89 | 0.85 | 0.81 | 0.78 | 0.81 | 1.05 | 0.97 | 0.86 | 0.73 | 0.81 | 0.75 | 0.8 | 0.77 | 0.72 | 0.7 | 0.65 |
| RS | NA | 0.78 | 0.6 | 0.67 | 0.68 | 0.74 | 0.75 | 0.6 | 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
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See Intermediate-Term Bond Asset Class Trend Rankings |
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* Day change on 01/15/2021.Latest Articles Related to CBFYX
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