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INEAX: COLUMBIA HIGH YIELD BOND FUND COLUMBIA HIGH YIELD BOND FUND CLASS A (MUTUAL FUND)
Basic Info 11.16 0.02(0.18%) June 30
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 12/30/1983 |
| Last Dividend Date: | 05/30/2025 |
| 12-Mo. Yield | 5.21% |
| Expenses | 0.75% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/30/1983 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 4.4 | 9.3 | 8.4 | 5.2 | 4.6 | 5.9 | 7.9 | 11.6 | 6.9 | 12.1 | -11.1 | 4.2 | 6.9 | 16.7 | -4.4 | 6.3 | 11.2 | -1.5 | 3.8 | 6.0 | 15.7 | 5.3 | 13.5 | 63.6 | -17.8 | 9.9 | 19.9 | 11.0 | 17.1 | 34.6 | 0.8 | 16.1 | 0.7 | 16.2 | 4.1 | 21.2 | 24.6 | 33.6 | 0.1 | 33.5 | 33.2 | 53.7 | 1.2 | -2.9 | 12.1 | -1.3 | 13.1 | 20.9 | 8.8 | 0.0 |
| Sharpe Ratio | NA | 0.88 | 1.35 | 0.95 | 0.53 | 0.51 | NA | NA | 1.63 | 0.09 | 1.45 | -1.59 | 1.56 | 0.55 | 4.03 | -1.31 | 1.64 | 1.78 | -0.29 | 0.88 | 1.43 | 3.72 | 0.82 | 2.78 | 7.01 | -1.99 | 1.41 | 4.16 | 2.07 | 3.83 | 7.49 | -0.05 | 2.09 | -0.58 | 2.91 | 0.14 | 4.1 | 4.62 | 6.53 | -0.61 | 7.09 | 6.42 | 8.41 | -0.61 | -1.84 | 1.47 | -1.0 | 1.51 | 3.12 | 0.36 | NA |
| Draw Down(%) | NA | 3.5 | 3.5 | 8.1 | 14.9 | 21.9 | NA | NA | 27.2 | 1.9 | 4.5 | 14.8 | 2.4 | 21.9 | 1.7 | 6.4 | 2.4 | 4.3 | 6.7 | 4.8 | 6.1 | 3.0 | 9.5 | 4.8 | 6.2 | 27.2 | 5.6 | 1.4 | 4.3 | 4.0 | 3.1 | 10.9 | 6.1 | 7.2 | 2.0 | 13.3 | 2.3 | 1.6 | 1.0 | 5.6 | 0.7 | 2.6 | 2.2 | 11.2 | 9.5 | 2.3 | 10.4 | 4.0 | 1.8 | 6.4 | 0.0 |
| Standard Deviation(%) | NA | 4.1 | 3.5 | 5.1 | 5.2 | 6.0 | NA | NA | 5.6 | 3.1 | 5.5 | 7.9 | 2.7 | 12.0 | 3.8 | 4.3 | 3.5 | 6.2 | 5.1 | 4.3 | 4.2 | 4.2 | 6.4 | 4.8 | 9.1 | 9.3 | 4.9 | 4.0 | 4.3 | 4.2 | 4.5 | 6.5 | 6.7 | 5.8 | 4.4 | 5.8 | 4.3 | 4.5 | 4.6 | 4.8 | 4.4 | 4.7 | 5.9 | 6.7 | 4.7 | 5.0 | 5.3 | 5.9 | 5.0 | 5.8 | 0.0 |
| Treynor Ratio | NA | 0.04 | 0.05 | 0.05 | 0.03 | 0.03 | NA | NA | 0.11 | 0.0 | 0.09 | -0.12 | 0.05 | 0.06 | 0.18 | -0.06 | 0.06 | 0.1 | -0.01 | 0.04 | 0.06 | 0.16 | 0.05 | 0.17 | 0.58 | -0.21 | 0.07 | 0.18 | 0.09 | 0.19 | 0.44 | 0.0 | 0.25 | -0.03 | 0.26 | 0.01 | 0.35 | 0.44 | 0.46 | -0.06 | -9.66 | 1.23 | 0.75 | -0.06 | -0.1 | 0.24 | -0.06 | 0.17 | 0.48 | 0.41 | 1.0 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.03 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | 0.05 | 0.01 | 0.03 | 0.04 | 0.03 | 0.03 | 0.07 | 0.0 | 0.05 | 0.01 | 0.06 | 0.02 | 0.06 | 0.08 | 0.09 | 0.02 | 0.11 | 0.1 | 0.13 | 0.05 | 0.02 | 0.03 | 0.03 | 0.03 | 0.05 | 0.01 | NA |
| Beta | NA | 0.97 | 0.92 | 0.94 | 0.99 | 1.02 | NA | NA | 0.83 | 0.85 | 0.93 | 1.02 | 0.93 | 1.08 | 0.87 | 0.94 | 0.93 | 1.1 | 1.04 | 0.98 | 1.03 | 1.01 | 1.06 | 0.8 | 1.09 | 0.9 | 0.95 | 0.93 | 0.98 | 0.84 | 0.78 | 0.89 | 0.56 | 0.99 | 0.5 | 0.78 | 0.51 | 0.48 | 0.65 | 0.52 | -0.03 | 0.25 | 0.66 | 0.67 | 0.84 | 0.31 | 0.85 | 0.52 | 0.33 | 0.05 | NA |
| RSquared | NA | 0.83 | 0.81 | 0.91 | 0.88 | 0.86 | NA | NA | 0.44 | 0.8 | 0.92 | 0.95 | 0.65 | 0.94 | 0.59 | 0.63 | 0.6 | 0.79 | 0.66 | 0.63 | 0.63 | 0.56 | 0.78 | 0.54 | 0.55 | 0.75 | 0.61 | 0.37 | 0.47 | 0.41 | 0.34 | 0.42 | 0.37 | 0.4 | 0.07 | 0.17 | 0.09 | 0.08 | 0.09 | 0.13 | 0.0 | 0.01 | 0.11 | 0.27 | 0.21 | 0.02 | 0.4 | 0.05 | 0.1 | 0.0 | 0.0 |
| Yield(%) | N/A | 2.3 | 5.2 | 5.8 | 19.4 | 11.6 | 10.9 | 10.8 | N/A | 5.7 | 5.6 | 4.3 | 4.2 | 10.5 | 5.3 | 4.5 | 4.8 | 5.2 | 4.8 | 5.1 | 5.5 | 6.5 | 6.9 | 7.6 | 21.6 | 14.8 | 14.4 | 15.9 | 12.7 | 11.8 | 15.4 | 15.8 | 21.2 | 20.9 | 18.0 | 17.9 | 15.9 | 18.4 | 19.8 | 17.0 | 21.0 | 22.9 | 25.7 | 21.7 | 12.3 | 10.6 | 10.3 | 10.8 | 12.8 | 13.4 | 0.0 |
| Dividend Growth(%) | N/A | -58.7 | -6.8 | 61.8 | 285.7 | 19.9 | -47.5 | -52.2 | N/A | 5.7 | 11.8 | 3.0 | 59.6 | 119.9 | 6.2 | -4.5 | -1.5 | 1.4 | -7.2 | -6.7 | -7.9 | -7.8 | -4.5 | -50.7 | -1.2 | -3.1 | -6.8 | 22.8 | 11.7 | -10.2 | -17.4 | -30.2 | -19.0 | 12.1 | -13.1 | 17.6 | -10.3 | 2.8 | -2.5 | -11.4 | -1.1 | 10.0 | -6.8 | 50.8 | 16.6 | -7.9 | -2.9 | -10.2 | -9.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/1983
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