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CFIZX: COLUMBIA FLEXIBLE CAPITAL INCOME FUND COLUMBIA FLEXIBLE CAPITAL INCOME FUND CLASS Z (MUTUAL FUND)
Basic Info 12.87 0.01(0.08%) April 18
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (8%) |
Start Date: | 07/29/2011 |
Last Dividend Date: | 03/20/2024 |
12-Mo. Yield | 5.65% |
Expenses | 1.12% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/29/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.0 | -0.4 | 5.9 | 0.8 | 8.0 | 7.1 | 8.3 | 8.7 | -10.6 | 17.2 | 19.8 | 22.6 | -6.9 | 13.7 | 17.5 | -6.2 | 4.0 | 18.2 | 14.4 | 1.2 |
Sharpe Ratio | NA | -0.21 | 0.45 | -0.09 | 0.48 | 0.56 | 0.7 | 0.49 | -0.9 | 2.06 | 0.81 | 2.93 | -0.99 | 3.0 | 1.9 | -0.72 | 0.61 | 2.75 | 2.03 | 0.17 |
Draw Down(%) | NA | 3.0 | 8.9 | 16.9 | 31.1 | 31.1 | 31.1 | 9.3 | 16.9 | 4.0 | 31.1 | 4.1 | 13.5 | 2.2 | 8.8 | 12.3 | 7.5 | 5.2 | 6.2 | 9.6 |
Standard Deviation(%) | NA | 7.4 | 8.4 | 10.4 | 13.9 | 11.2 | 10.8 | 9.2 | 13.4 | 8.4 | 24.1 | 7.2 | 8.3 | 4.4 | 9.1 | 8.6 | 6.6 | 6.6 | 7.1 | 16.7 |
Treynor Ratio | NA | -0.02 | 0.05 | -0.01 | 0.07 | 0.07 | 0.08 | 0.05 | -0.16 | 0.21 | 0.19 | 0.22 | -0.1 | 0.14 | 0.16 | -0.07 | 0.04 | 0.2 | 0.16 | 0.03 |
Alpha | NA | -0.03 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | 0.02 | 0.01 | 0.01 | -0.02 | 0.0 | 0.03 | -0.03 | -0.02 | 0.01 | 0.01 | 0.01 |
Beta | NA | 0.76 | 0.83 | 0.79 | 0.92 | 0.92 | 0.91 | 0.86 | 0.77 | 0.82 | 1.04 | 0.95 | 0.81 | 0.97 | 1.06 | 0.92 | 0.94 | 0.93 | 0.93 | 0.85 |
RSquared | NA | 0.68 | 0.69 | 0.78 | 0.78 | 0.79 | 0.81 | 0.71 | 0.85 | 0.68 | 0.8 | 0.87 | 0.91 | 0.79 | 0.84 | 0.85 | 0.88 | 0.93 | 0.91 | 0.92 |
Yield(%) | N/A | 1.4 | 5.7 | 6.6 | 8.3 | 6.7 | N/A | 5.8 | 6.7 | 9.1 | 12.3 | 5.2 | 4.1 | 4.8 | 4.5 | 5.9 | 4.2 | 7.5 | 4.7 | 1.2 |
Dividend Growth(%) | N/A | -75.7 | -29.5 | 8.8 | 86.2 | N/A | N/A | -28.8 | -19.4 | -22.8 | 173.8 | 13.0 | -6.9 | 20.8 | -32.4 | 39.2 | -38.6 | 76.6 | 291.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/29/2011
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