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CHBRX: COLUMBIA HIGH YIELD BOND FUND COLUMBIA HIGH YIELD BOND FUND CLASS R (MUTUAL FUND)
Basic Info 10.7 0.04(0.38%) April 23
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (19%) |
Start Date: | 12/11/2006 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 5.10% |
Expenses | 0.75% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/11/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | -0.3 | 7.6 | 0.8 | 7.5 | 12.9 | 21.0 | 20.6 | 11.3 | -11.2 | 4.3 | 17.0 | 33.4 | 8.4 | 21.2 | 27.4 | 12.1 | 19.0 | 22.9 | 37.4 | 28.1 | 39.8 | 95.5 | -4.8 | 24.6 | 2.3 |
Sharpe Ratio | NA | -2.04 | 0.68 | -0.29 | 0.72 | 1.57 | NA | 2.29 | 1.3 | -1.6 | 1.67 | 1.22 | 5.13 | 1.05 | 3.39 | 3.41 | 1.66 | 2.91 | 3.27 | 4.78 | 2.83 | 4.55 | 7.43 | -0.45 | 2.43 | 5.92 |
Draw Down(%) | NA | 1.8 | 3.5 | 14.9 | 21.1 | 21.1 | NA | 24.4 | 4.4 | 14.9 | 2.4 | 21.1 | 1.7 | 4.3 | 2.3 | 4.3 | 4.6 | 4.0 | 5.0 | 2.4 | 6.8 | 2.9 | 7.4 | 24.4 | 4.1 | 0.3 |
Standard Deviation(%) | NA | 3.3 | 4.5 | 5.8 | 8.0 | 7.5 | NA | 8.6 | 5.4 | 7.9 | 2.6 | 13.7 | 6.2 | 6.8 | 6.1 | 8.0 | 7.3 | 6.5 | 7.0 | 7.9 | 9.9 | 8.7 | 12.9 | 12.7 | 9.0 | 8.9 |
Treynor Ratio | NA | -0.08 | 0.03 | -0.02 | 0.05 | 0.1 | NA | 0.18 | 0.08 | -0.12 | 0.05 | 0.15 | 0.23 | 0.05 | 0.12 | 0.21 | 0.08 | 0.13 | 0.13 | 0.19 | 0.18 | 1.07 | 1.06 | -0.07 | 0.39 | -2224.27 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.02 | 0.03 | NA | 0.05 | 0.0 | -0.01 | 0.0 | 0.04 | 0.04 | 0.05 | 0.03 | 0.04 | 0.05 | 0.04 | 0.05 | 0.02 | 0.06 | 0.12 | 0.15 | 0.06 | 0.08 | 0.16 |
Beta | NA | 0.83 | 0.88 | 0.98 | 1.07 | 1.16 | NA | 1.09 | 0.9 | 1.03 | 0.9 | 1.12 | 1.36 | 1.49 | 1.71 | 1.31 | 1.5 | 1.51 | 1.71 | 2.03 | 1.53 | 0.37 | 0.9 | 0.81 | 0.55 | 0.0 |
RSquared | NA | 0.84 | 0.89 | 0.93 | 0.77 | 0.71 | NA | 0.46 | 0.89 | 0.95 | 0.68 | 0.74 | 0.54 | 0.64 | 0.65 | 0.68 | 0.67 | 0.64 | 0.61 | 0.64 | 0.69 | 0.03 | 0.18 | 0.32 | 0.06 | 0.0 |
Yield(%) | N/A | 1.4 | 5.6 | 4.4 | 18.3 | 17.2 | 27.8 | N/A | 5.4 | 4.1 | 4.3 | 18.3 | 18.8 | 16.8 | 17.0 | 19.6 | 16.7 | 18.7 | 20.4 | 25.1 | 26.4 | 28.7 | 41.8 | 28.2 | 27.8 | 2.4 |
Dividend Growth(%) | N/A | -73.2 | 18.0 | 3.2 | 3.5 | N/A | N/A | N/A | 12.0 | -3.8 | -5.5 | 7.8 | 2.0 | 0.0 | -7.4 | 10.2 | -12.5 | -8.2 | -11.6 | -6.8 | -2.6 | -6.2 | 2.5 | -3.7 | 1071.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/11/2006
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Best Closed End Funds
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