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CLDZX: COLUMBIA LIMITED DURATION CREDIT FUND COLUMBIA LIMITED DURATION CREDIT FUND CLASS Z (MUTUAL FUND)
Basic Info 9.6 0(0.0%) April 19
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (14%) |
Start Date: | 09/29/2010 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.08% |
Expenses | 0.74% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/29/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | -0.4 | 4.0 | -0.1 | 1.9 | 1.9 | 2.0 | 6.8 | -6.0 | -0.6 | 5.7 | 7.6 | 0.1 | 2.1 | 6.3 | -1.6 | 0.8 | 1.4 | 6.1 | 1.1 | -1.1 |
Sharpe Ratio | NA | -1.6 | -0.03 | -0.69 | 0.11 | 0.33 | 0.55 | 0.72 | -1.91 | -0.51 | 1.46 | 3.29 | -0.76 | 1.15 | 3.04 | -0.96 | 0.59 | 0.91 | 4.55 | 0.54 | -2.16 |
Draw Down(%) | NA | 1.0 | 1.6 | 10.0 | 10.0 | 10.0 | 10.0 | 2.1 | 9.0 | 1.5 | 8.0 | 0.8 | 1.2 | 0.6 | 2.6 | 3.3 | 2.1 | 1.5 | 0.9 | 2.8 | 2.2 |
Standard Deviation(%) | NA | 2.8 | 3.2 | 3.2 | 3.1 | 2.5 | 2.3 | 3.5 | 3.9 | 1.3 | 3.7 | 1.9 | 1.6 | 1.3 | 2.0 | 1.7 | 1.3 | 1.5 | 1.3 | 2.0 | 2.0 |
Treynor Ratio | NA | -0.05 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | 0.03 | -0.07 | -0.01 | 0.05 | 0.07 | -0.01 | 0.02 | 0.12 | -0.03 | 0.02 | 0.02 | 0.08 | 0.01 | -0.06 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.02 |
Beta | NA | 0.91 | 0.92 | 0.94 | 0.98 | 0.9 | 0.88 | 0.91 | 1.0 | 0.66 | 1.13 | 0.92 | 0.83 | 0.69 | 0.51 | 0.48 | 0.45 | 0.78 | 0.72 | 0.93 | 0.66 |
RSquared | NA | 0.92 | 0.86 | 0.87 | 0.83 | 0.69 | 0.66 | 0.87 | 0.9 | 0.49 | 0.77 | 0.72 | 0.54 | 0.47 | 0.18 | 0.21 | 0.23 | 0.52 | 0.44 | 0.53 | 0.56 |
Yield(%) | N/A | 0.9 | 3.4 | 2.4 | 2.3 | 2.2 | N/A | 3.1 | 2.0 | 1.8 | 1.8 | 2.5 | 2.3 | 1.9 | 2.0 | 2.5 | 2.2 | 3.3 | 3.9 | 1.2 | 0.0 |
Dividend Growth(%) | N/A | -69.0 | 39.1 | 17.5 | 5.6 | N/A | N/A | 45.0 | 5.3 | 5.6 | -25.0 | 4.3 | 21.1 | 0.0 | -20.8 | 9.1 | -33.3 | -15.4 | 225.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/2010
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