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CBFYX: COLUMBIA BOND FUND COLUMBIA BOND FUND CLASS Y (MUTUAL FUND)
Basic Info 29.93 0.03(0.10%) July 02
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (12%) |
| Start Date: | 07/21/2009 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 4.10% |
| Expenses | 0.45% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/21/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 4.0 | 7.2 | 3.6 | -0.3 | 2.1 | 2.5 | 2.8 | 2.9 | 7.3 | -15.4 | -0.7 | 7.4 | 9.5 | -0.3 | 4.0 | 4.0 | 0.3 | 5.6 | -2.9 | 6.0 | 7.3 | 6.2 | 2.6 |
| Sharpe Ratio | NA | 0.89 | 0.59 | 0.03 | -0.38 | 0.14 | NA | 0.41 | -0.63 | 0.38 | -2.1 | -0.22 | 1.18 | 2.16 | -0.54 | 1.21 | 1.19 | 0.08 | 2.18 | -0.89 | 2.21 | 1.89 | 1.59 | 1.5 |
| Draw Down(%) | NA | 2.8 | 5.3 | 11.2 | 21.2 | 21.2 | NA | 21.2 | 4.6 | 8.0 | 19.2 | 2.6 | 9.6 | 2.2 | 2.9 | 1.3 | 4.3 | 2.9 | 1.2 | 5.4 | 1.3 | 1.8 | 3.3 | 1.6 |
| Standard Deviation(%) | NA | 5.7 | 5.6 | 7.2 | 6.4 | 5.3 | NA | 4.7 | 5.9 | 8.1 | 8.1 | 3.1 | 6.0 | 3.8 | 3.1 | 2.8 | 3.2 | 3.8 | 2.6 | 3.2 | 2.7 | 3.8 | 3.9 | 3.9 |
| Treynor Ratio | NA | 0.05 | 0.03 | 0.0 | -0.02 | 0.01 | NA | 0.02 | -0.04 | 0.03 | -0.18 | -0.01 | 0.11 | 0.08 | -0.02 | 0.04 | 0.05 | 0.0 | 0.07 | -0.04 | 0.08 | 0.1 | 0.09 | 0.09 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | 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 | 0.94 | 0.99 | 0.99 | 0.96 | 0.93 | NA | 0.87 | 1.04 | 1.03 | 0.91 | 0.68 | 0.67 | 1.05 | 0.97 | 0.86 | 0.73 | 0.81 | 0.75 | 0.8 | 0.77 | 0.72 | 0.7 | 0.65 |
| RSquared | NA | 0.9 | 0.91 | 0.94 | 0.9 | 0.84 | NA | 0.83 | 0.94 | 0.95 | 0.93 | 0.82 | 0.41 | 0.84 | 0.69 | 0.76 | 0.69 | 0.84 | 0.78 | 0.85 | 0.78 | 0.83 | 0.87 | 0.81 |
| Yield(%) | N/A | 1.4 | 3.8 | 3.8 | 10.9 | 7.5 | 6.2 | N/A | 4.5 | 4.3 | 2.5 | 1.8 | 5.8 | 4.6 | 2.8 | 2.3 | 4.6 | 5.1 | 3.6 | 5.3 | 6.1 | 4.8 | 5.3 | 0.6 |
| Dividend Growth(%) | N/A | -68.4 | -18.2 | 106.8 | 193.1 | N/A | N/A | N/A | 5.2 | 44.2 | 31.8 | 30.6 | 32.8 | 60.3 | 25.1 | -51.3 | -13.5 | 45.0 | -38.0 | -13.6 | 30.9 | -9.0 | 756.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/2009
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