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CPHUX: COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS Y (MUTUAL FUND)
Basic Info 21.09 0.1(0.48%) May 15
Asset Class: | Nontraditional Bond |
MyPlanIQ Rating: | (1%) |
Start Date: | 06/14/2013 |
Last Dividend Date: | 04/24/2024 |
12-Mo. Yield | 5.82% |
Expenses | 0.64% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/14/2013 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 0.9 | 7.4 | -0.3 | 3.5 | 3.7 | 3.9 | 10.2 | -11.1 | 1.7 | 12.9 | 10.5 | -0.6 | 6.3 | 8.4 | 0.7 | 4.0 | 0.6 |
Sharpe Ratio | NA | -0.76 | 0.53 | -0.57 | 0.32 | 0.59 | 0.65 | 1.07 | -2.05 | 1.21 | 1.46 | 4.85 | -0.89 | 3.19 | 2.37 | 0.2 | 1.38 | 0.26 |
Draw Down(%) | NA | 2.0 | 4.1 | 16.2 | 16.2 | 16.2 | 16.2 | 4.1 | 15.3 | 1.5 | 14.3 | 0.7 | 1.9 | 1.2 | 3.8 | 4.0 | 4.5 | 2.9 |
Standard Deviation(%) | NA | 4.1 | 4.8 | 5.0 | 5.5 | 4.4 | 4.3 | 5.6 | 6.1 | 1.4 | 8.6 | 1.9 | 2.1 | 1.8 | 3.4 | 3.2 | 2.9 | 3.8 |
Treynor Ratio | NA | -0.25 | 0.15 | -0.29 | 0.17 | 0.28 | 0.3 | 0.52 | -1.22 | 0.37 | 1.1 | 41.65 | -5.26 | 4.65 | 0.58 | 0.07 | 0.39 | 0.08 |
Alpha | NA | -0.02 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.04 | 0.0 | 0.04 | 0.03 | -0.01 | 0.02 | 0.02 | 0.0 | 0.01 | -0.01 |
Beta | NA | 0.12 | 0.17 | 0.1 | 0.1 | 0.09 | 0.09 | 0.11 | 0.1 | 0.04 | 0.11 | 0.0 | 0.0 | 0.01 | 0.14 | 0.1 | 0.1 | 0.12 |
RSquared | NA | 0.12 | 0.17 | 0.12 | 0.15 | 0.14 | 0.14 | 0.07 | 0.16 | 0.18 | 0.21 | 0.0 | 0.0 | 0.0 | 0.29 | 0.22 | 0.16 | 0.11 |
Yield(%) | N/A | 1.9 | 5.8 | 4.3 | 15.0 | 9.4 | N/A | 5.7 | 3.7 | 4.1 | 12.1 | 4.3 | 4.7 | 4.8 | 4.1 | 4.3 | 6.1 | 5.2 |
Dividend Growth(%) | N/A | -65.8 | 21.1 | 122.6 | 221.7 | N/A | N/A | 31.5 | -12.7 | 41.7 | 200.0 | -14.3 | 0.0 | 21.7 | -8.0 | -30.6 | 12.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/14/2013
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