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CTIVX: COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS R5 (MUTUAL FUND)
Basic Info 21.65 0(0.0%) July 01
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (10%) |
| Start Date: | 03/08/2011 |
| Last Dividend Date: | 05/23/2025 |
| 12-Mo. Yield | 5.02% |
| Expenses | 0.64% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/08/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | 4.3 | 7.9 | 6.2 | 3.3 | 3.6 | 4.2 | 4.8 | 10.2 | -11.1 | 0.7 | 8.6 | 10.3 | -0.7 | 6.4 | 8.3 | 0.5 | 4.1 | 0.5 | 12.0 | 2.8 |
| Sharpe Ratio | NA | 1.41 | 1.12 | 0.53 | 0.28 | 0.52 | 0.81 | -0.48 | 1.06 | -2.05 | 0.38 | 1.14 | 4.75 | -0.95 | 3.31 | 2.33 | 0.14 | 1.44 | 0.14 | 5.55 | 0.82 |
| Draw Down(%) | NA | 2.0 | 2.7 | 9.1 | 17.0 | 17.0 | 17.0 | 2.1 | 4.1 | 15.4 | 2.3 | 14.4 | 0.7 | 1.9 | 1.4 | 3.6 | 4.2 | 4.3 | 5.6 | 2.0 | 5.5 |
| Standard Deviation(%) | NA | 3.9 | 3.7 | 5.1 | 4.4 | 4.2 | 3.9 | 3.7 | 5.6 | 6.1 | 1.8 | 7.3 | 1.9 | 2.1 | 1.8 | 3.5 | 3.2 | 2.9 | 3.0 | 2.2 | 4.2 |
| Treynor Ratio | NA | 0.08 | 0.06 | 0.04 | 0.02 | 0.05 | 0.08 | -0.03 | 0.09 | -0.18 | 0.14 | 0.22 | 0.43 | -0.06 | 0.27 | -0.58 | -0.01 | -0.26 | 0.01 | 1.06 | 1.04 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | -0.01 | 0.0 | 0.02 | 0.03 | -0.01 | 0.02 | 0.03 | 0.0 | 0.02 | 0.01 | 0.04 | 0.01 |
| Beta | NA | 0.66 | 0.64 | 0.71 | 0.62 | 0.49 | 0.41 | 0.65 | 0.69 | 0.69 | 0.05 | 0.37 | 0.21 | 0.36 | 0.22 | -0.14 | -0.39 | -0.16 | 0.44 | 0.11 | 0.03 |
| RSquared | NA | 0.82 | 0.85 | 0.85 | 0.68 | 0.33 | 0.23 | 0.9 | 0.83 | 0.74 | 0.01 | 0.06 | 0.16 | 0.23 | 0.13 | 0.02 | 0.24 | 0.02 | 0.24 | 0.02 | 0.0 |
| Yield(%) | N/A | 2.3 | 5.0 | 5.2 | 16.8 | 10.4 | N/A | 5.6 | 5.6 | 3.6 | 3.2 | 8.2 | 4.3 | 4.4 | 4.4 | 3.7 | 4.5 | 6.1 | 7.1 | 5.4 | 3.6 |
| Dividend Growth(%) | N/A | -59.8 | -13.3 | 86.4 | 301.0 | N/A | N/A | 2.7 | 32.1 | 10.7 | 61.5 | 102.1 | -6.2 | 0.0 | 25.7 | -21.1 | -28.1 | -19.0 | 39.6 | 47.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/08/2011
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See Multisector Bond Asset Class Trend Rankings |
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