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CTIVX: Columbia Strategic Income R5 (MUTUAL FUND)
Basic Info 24.79 0.01(0.04%) July 30
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 03/08/2011 |
| Last Dividend Date: | 04/26/2021 |
| 12-Mo. Yield | 2.84% |
| Expenses | 0.69% |
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Performance Analytics (As of 07/30/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.3 | 1.5 | 7.5 | 7.2 | 5.8 | 5.3 | 5.3 | 10.6 | 10.3 | -0.7 | 6.4 | 8.3 | 0.5 | 4.1 | 0.5 | 12.0 | 2.8 |
| SR | NA | 1.88 | 3.57 | 1.42 | 1.37 | 1.4 | 1.43 | 1.42 | 4.75 | -0.95 | 3.31 | 2.32 | 0.14 | 1.44 | 0.14 | 5.55 | 0.82 |
| DD(%) | NA | 0.9 | 1.1 | 14.4 | 14.4 | 14.4 | 14.4 | 14.4 | 0.7 | 1.9 | 1.4 | 3.6 | 4.2 | 4.3 | 5.6 | 2.0 | 5.5 |
| SD(%) | NA | 1.4 | 2.1 | 4.5 | 3.7 | 3.5 | 3.5 | 7.3 | 1.9 | 2.1 | 1.8 | 3.5 | 3.2 | 2.9 | 3.0 | 2.2 | 4.2 |
| TR | NA | 0.28 | 0.99 | 0.22 | 0.18 | 0.43 | 0.45 | 0.27 | 0.42 | -0.06 | 0.27 | -0.58 | -0.01 | -0.26 | 0.01 | 1.08 | 1.09 |
| Alpha(%) | NA | 0.01 | 0.03 | 0.02 | 0.02 | 0.02 | 0.02 | 0.03 | 0.03 | -0.01 | 0.02 | 0.03 | 0.0 | 0.02 | 0.01 | 0.04 | 0.01 |
| Beta(%) | NA | 0.09 | 0.08 | 0.29 | 0.28 | 0.11 | 0.11 | 0.38 | 0.21 | 0.35 | 0.22 | -0.14 | -0.39 | -0.16 | 0.44 | 0.11 | 0.03 |
| RS | NA | 0.06 | 0.01 | 0.07 | 0.08 | 0.01 | 0.01 | 0.06 | 0.16 | 0.22 | 0.13 | 0.02 | 0.24 | 0.02 | 0.24 | 0.02 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/08/2011
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Multisector Bond Asset Class Trend Rankings |
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