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CPHUX: COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS Y (MUTUAL FUND)
Basic Info 21.49 0(0.0%) July 10
| Asset Class: | Nontraditional Bond |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 06/14/2013 |
| Last Dividend Date: | 05/23/2025 |
| 12-Mo. Yield | 5.08% |
| Expenses | 0.64% |
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Performance Analytics (As of 07/07/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/14/2013 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 4.1 | 6.9 | 6.0 | 3.1 | 3.7 | 3.7 | 4.9 | 10.2 | -11.1 | 0.8 | 8.6 | 10.5 | -0.6 | 6.3 | 8.4 | 0.7 | 4.0 | 0.6 |
| Sharpe Ratio | NA | 1.39 | 1.15 | 0.51 | 0.26 | 0.54 | 0.64 | -0.46 | 1.07 | -2.05 | 0.41 | 1.15 | 4.85 | -0.89 | 3.19 | 2.37 | 0.2 | 1.38 | 0.26 |
| Draw Down(%) | NA | 2.0 | 2.7 | 9.0 | 17.0 | 17.0 | 17.0 | 2.1 | 4.1 | 15.3 | 2.3 | 14.3 | 0.7 | 1.9 | 1.2 | 3.8 | 4.0 | 4.5 | 2.9 |
| Standard Deviation(%) | NA | 3.9 | 3.7 | 5.1 | 4.4 | 4.2 | 4.0 | 3.7 | 5.6 | 6.1 | 1.8 | 7.3 | 1.9 | 2.1 | 1.8 | 3.4 | 3.2 | 2.9 | 3.8 |
| Treynor Ratio | NA | 2.02 | 1.77 | 0.32 | 0.15 | 0.27 | 0.31 | -0.29 | 0.52 | -1.22 | 0.15 | 0.75 | 41.65 | -5.28 | 4.65 | 0.58 | 0.07 | 0.39 | 0.08 |
| Alpha | NA | 0.02 | 0.02 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | -0.04 | 0.0 | 0.02 | 0.03 | -0.01 | 0.02 | 0.02 | 0.0 | 0.01 | -0.01 |
| Beta | NA | 0.03 | 0.02 | 0.08 | 0.08 | 0.08 | 0.08 | 0.06 | 0.11 | 0.1 | 0.05 | 0.11 | 0.0 | 0.0 | 0.01 | 0.14 | 0.1 | 0.1 | 0.12 |
| RSquared | NA | 0.03 | 0.02 | 0.08 | 0.09 | 0.13 | 0.13 | 0.04 | 0.07 | 0.16 | 0.13 | 0.28 | 0.0 | 0.0 | 0.0 | 0.29 | 0.22 | 0.16 | 0.11 |
| Yield(%) | N/A | 2.3 | 5.1 | 5.3 | 16.9 | 10.5 | N/A | 5.7 | 5.7 | 3.7 | 3.3 | 8.4 | 4.4 | 4.5 | 4.5 | 3.7 | 4.5 | 6.1 | 5.2 |
| Dividend Growth(%) | N/A | -59.8 | -13.2 | 85.0 | 299.4 | N/A | N/A | 2.5 | 31.7 | 10.3 | 61.5 | 100.4 | -6.1 | 2.0 | 25.6 | -21.0 | -27.8 | 12.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/14/2013
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